Video call

In the sidebar, under In session, click Video call. A room is created and opens in another tab.

This is a quick room with no client attached. To save notes in a client record at the end, use the entry from that record described in the next step.

Under Your day → Clients, open the record of the person you will work with and click Video call.

The room is attached to that client. When you finish with Hang up from the coach’s room, the session and its notes are recorded in the client file.

After you create the room from a client record, the dashboard asks how to share it. Enter 1 to copy the link or 2 to open WhatsApp, then click OK.

In WhatsApp, review the recipient and message before sending. If the record has no phone number, choose the recipient in WhatsApp. Opening it does not send the message automatically.

You can also create the room from Schedule. When creating or editing an appointment, select the client and, beside Video call, click Generate CoachPro link.

The link is inserted into the appointment field. Save the appointment to keep it. The Schedule chapter covers the other fields.

On the pre-call screen, check your camera preview and allow camera and microphone access when the browser requests it.

The two preview buttons turn your microphone and camera on or off before joining. A button marked as off means that device is not active.

In Your name, enter how you want to appear in the room. The client completes the same field on their screen with their own name.

Click Enter the room on the coach’s entry attached to a client, or Join the call on the guest entry and in a quick room.

If the other person has not joined, a waiting message is shown. The call connects when both people are in the same room. If they cannot meet, check that they opened the same guest link.

On the waiting screen, the link field and Copy button let you share the room again.

The guest link does not include the client association carried by the coach’s entry. You do not need to create another room for the person to rejoin.

Click Microphone in the bottom bar to mute yourself. Click it again to enable your voice.

If the bar disappears, move the pointer or touch the screen to show it again.

Click Camera to turn your video off, then click again to turn it on. Turning the camera off does not mute the microphone.

If you joined without a camera, this button requests it again. If it still does not work, check browser permissions and the selected device.

Click Camera and microphone, the gear button. In the menu, select the camera and microphone you want to use.

If you use headphones and cannot be heard, check that you selected their microphone or the one you intend to use. List names depend on the devices on your computer.

With the call connected, click Share screen. In the browser’s picker, choose the tab, window or screen to show and confirm.

To stop sharing, click the button again or use the browser’s stop-sharing option. Your camera image returns.

If you cancel the picker, nothing is shared. The button may be unavailable on mobile or if the browser does not support this feature.

Click Change view to switch between the other person’s large video, split view and your large video.

The – button on a small video hides it. Show video restores it.

Click Panel / Tools and open the Notes tab. Write your observations and next steps in the text box.

The text is retained for this room in this browser. To add it to the client file, the room must be attached to a client and you must finish with Hang up from the coach’s entry.

In Notes, click Download notes. A text file (.txt) containing what you wrote is downloaded.

If you are in a quick room without an attached client, use this download to keep the notes outside the browser.

Click Transcribe my voice (beta). Transcription adds the fragments of your voice recognised by the browser to Notes, in the room’s language.

It is not a transcript of both people. Review and correct the text. To stop, click Stop transcription.

In the panel, open Chat, type your message and click Send. You can also press Enter.

You can paste a link to share during the conversation. Chat is not added to notes: copy any information you need to keep into Notes.

With the call connected, open Chat, click the paperclip Send file button and choose the document.

The file must be no larger than 50 MB. The other person receives a download link in chat. If a message says there is no connection yet, wait until both people are connected and select it again.

Click Reactions and select an emoji. It appears briefly in the room and is shared with the other person.

With the call connected, click Record (on your device). The button changes to Stop recording.

If you try to record before the other person’s video arrives, chat tells you to wait. If the browser does not support recording, a message appears.

When the other person’s video arrives, a 60-minute countdown starts in the top bar. Its colour changes during the last five minutes.

The timer is a reference: reaching zero does not hang up the call. Use Hang up when you want to finish.

The top-bar indicator shows the estimated connection quality. If the call breaks up, check your internet connection and ask the other person to check theirs.

If Reconnecting… appears, the room is trying to restore the call. If someone left, they can return using the same link.

Review your notes and download anything you want to keep. Then click Hang up.

If you entered from the client record or as host of an appointment with a client, the system records the session and its notes in that file. Closing the tab does not replace this save step.