Thank you for choosing Vicodo! In this Quick Start guide, we will show you everything you need to know about the application.
Let’s start with a short checklist to guide you through the first steps:
Step 1: Adjust your company profile
If you have a professional or enterprise plan, it’s a good moment to set your company name and website. You can do that in the Branding section of the settings. You can also add the logo and favicon of your company. The logo will be displayed on the meeting and booking pages, as well as on the live chat widget.
The enterprise users can also choose to remove the Vicodo logo and branding from all those pages.
Step 2: Link to your privacy policy
Do you need your customers to accept your Terms and Conditions or your privacy policy before joining the meeting? With Vicodo, it’s not a problem.
In the Layout section of the settings, you can enable the Terms and Conditions or the imprint page by clicking on the switch. Remember to provide the correct links.
What is an imprint page and why do I need it? The imprint page is the page where you present the business details of your company. It’s only obligatory if you operate from Germany, Switzerland or Austria. |
Step 3: Add your teammates
Now that you have added your company details, let’s focus on your teammates.
Go to the team page and invite them with the Add new operator button. We will send them an invitation email immediately.
Once they have signed up, remember to assign them a license, so they will be able to interact with customers. If you are not sure how to do it, check this article.
All done! Your teammates are now ready to start their first video meeting.
Step 4: Don’t forget your personal profile!
If you want to receive notifications about new cases, remember to add your email address or phone number to your profile settings.
You can also upload your profile picture - this way, your customers will be able to see you before they join the meeting or during the chat.
And you're set! If you want, you can now move on to getting familiar with our cases system.