Schedule a Call Pages allow supporters to find a time to talk with a Team Member, either via a phone call or Zoom call. The page offers the open times of the Team Members who can take calls on that page. In the dashboard, team members set call availability under their name menu > My Account > Scheduled Call Availability. In the Solidarity app, they tap the calendar icon at the top right of the Scheduled Tasks tab. Each scheduled call appears in the Scheduled Tasks tab of the assigned Team Member.

Supporters can book calls only in languages that your Team Members speak. Text, email, and push notification reminders are on by default for both the supporter and the Team Member.

Meeting types

Phone call: The default. Make scheduled phone calls through the app or the dashboard. Solidarity Tech tracks whether each call is made at its set time. By default, calls and texts to a person use the phone number of the person's chapter.

Zoom: A team member must connect a Zoom account to get scheduled Zoom calls. In the dashboard, open the name menu > My Account > Call Settings > Connect your Zoom Account. In the Solidarity app, use Your Zoom account near the bottom of the Availability screen. Each call then gets a new Zoom URL, which is sent to the Person who schedules the call.

Scheduling details

Assignment methods

The Assignment Method sets which Team Members can get the calls from the page. The options are Team members in branch (shown only when your chapters have branches), Team members in chapter, Team members in selected organization (a chapter or an organization that you pick), and Select team members. A selected team member needs the Make Scheduled Calls permission, and on a Zoom page also a connected Zoom account.

Other Settings

Call duration: 15 minutes, 30 minutes, 45 minutes, or 1 hour. Calendar invites use this duration.

Calls can be scheduled N weeks into the future: Enter 1 to 8 weeks.

Page header: A short introduction at the top of the page. It can hold HTML.

Notifications

The supporter and the Team Member both get a confirmation email with a calendar invite. You can change the text reminder times or turn text reminders off. You can add a BCC address to the email that Team Members get. Edit all Scheduled Call system emails in the System Emails section of the Settings.

Missed Call Notifications

When a team member misses a call, the page's Call Captain gets a text, or the caller's trainer when no Call Captain is set. When Call Captain Override is on and the caller has a trainer, the trainer gets it instead.

Call Script

Phone call pages have a Call Script section. Zoom pages do not. Team members see the script during scheduled calls in the Solidarity app. When the page has a script, a Script button shows at the top right of the call screen.