Set information for callers

If you are an organisation administrator or service administrator for a waiting area, you can set information to help service users A person who is seeking care or advice from a service provider via video call. A service user may be a patient, client, consumer, citizen, or similar. join a video call or solve issues that may arise during their call.

Example: You could enter a support contact name and number, or add a link to a troubleshooting page.

The Information for Callers setting allows for two types of information:

a written message that appears on the call screen if technical issues arise, on the entry screen that service users see as they enter the waiting area, and on the waiting area screen within the video call management console.
an information leaflet PDF file that staff can download and send to service users to explain how to join a video call. By default, the PDF file contains the name of your waiting area, the link needed to enter the waiting area, and a link to troubleshooting information. You can customise the PDF file if you need to.

Enter a message

Download an information leaflet

Upload a customised information leaflet

Enter a message

To write a message:

From the main menu, select Waiting Areas and select or search for the one you need.
Select (Settings button) then Information for Callers. The Information for Callers dialog opens.
In Advice for Callers, enter your message or a web address.
Select Save.

Download an information leaflet

A default information leaflet is provided for every new waiting area. You may want to download and view the leaflet to make sure it is suitable.

To download a PDF leaflet:

From the main menu, select Waiting Areas and select or search for the one you need.
Select (Settings button) then Information for Callers. The Information for Callers dialog opens.
In the Caller Information Leaflet list, select Download current Leaflet. The file will be saved in your default download location.
(Optional) If asked, choose where you want to save the file, then select Save.

If you are happy with the leaflet, there is no further action to take. It is ready for staff to use.

Upload a customised information leaflet

You can customise an information leaflet and upload it to a specific waiting area.

Note: Your customised leaflet must be a PDF file and have a maximum file size of 4MB. For information on how to customise a leaflet, see Customise information leaflets.

To upload a customised leaflet:

From the main menu, select Waiting Areas and select or search for the one you need.
Select (Settings button), then Information for Callers. The Information for Callers dialog opens.
In the Caller Information Leaflet list, select Choose file. Your device's file system opens.
Select the leaflet you want to upload, then select Save or Open. The leaflet appears as the default option in the Caller Information Leaflet list.
Select Save.

Tip: To restore the default leaflet, select Reset to default from the Caller Information Leaflet list, then Save.