Levi LaClair

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• Notifications - Overview and Transport Types

  Getting Started Within the Configuration module, click on the Company tab located on the top toolbar and then select the Communications option from the sub-menu. The Notifications settings page inc...

  • Updated February 10, 2023 20:15
  • 1 follower
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• Setting up Permissions (Interpreter Training)

  Only interpreters and trainers with permissions that match the appointment requirements will be available to add to an appointment.   To set up permissions, go to Interpreter/Trainer viewer -> Perm...

  • Updated January 30, 2023 17:37
  • 1 follower
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  • 1 vote

• Notifications - Roll-Up and Reminder Options

  Roll-up Options With roll-up messages, Created, Assigned, and Scheduled notifications can arrive as a single summary email when it is convenient rather than receiving individual notification emails...

  • Updated February 10, 2023 20:26
  • 1 follower
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• Creating an Appointment

  Navigate to Appointments>Calendar and click Create New Appointment In the Appointment Type drop-down select Training You’ll see that the Form Policy field will appear with the pre-selected Stand...

  • Updated March 31, 2023 21:23
  • 1 follower
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• Training Appointment Form Customization

  Fields that you see in the standard appointment form can be reordered and new fields can be added to the form if needed. Here is how to do that: Go to Configuration> Company> Customize>Custom Form...

  • Updated January 25, 2023 17:57
  • 1 follower
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• Notifications - Setting Role Recipients

  Within the Boostlingo platform, each user is assigned to a default role based on the user’s account type, such as an LSC administrator or an interpreter. Notifications are sent to specific users wh...

  • Updated April 19, 2023 15:53
  • 1 follower
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• Inviting Participants

  After the Appointment is created, the next step is to invite participants. Key points: In the Overview tab of Appointment Viewer, invitees will be divided into 2 sections: Interpreter and Other Pa...

  • Updated March 30, 2022 22:20
  • 2 followers
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• Appointment Notifications - Training

  To configure Appointment notifications navigate to Configuration -> Company -> Notifications. To see notifications related to Training appointments only, use the “Modules” filter and select the “Tr...

  • Updated January 25, 2023 19:45
  • 2 followers
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• Scheduled Call Flow (Training)

  Each participant will see a list of appointments for Today in the caller. To open the caller, click on the phone icon at the top right menu -> caller will open at the bottom right side of the scree...

  • Updated January 30, 2023 21:54
  • 2 followers
  • 0 comments
  • 1 vote

• Logs (Training)

  When a meeting is Completed, logs can be found in the following places: Dashboard -> Logs -> Scheduled or In Person tab (depending on appointment type) Appointment Viewer -> Activities tab When v...

  • Updated January 30, 2023 21:14
  • 3 followers
  • 0 comments
  • 1 vote