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Advanced Step
FandEye™ - Remote

To set up a remote presentation, you want to ensure your camera and your customers are set-up and operational. Once you know everyone has their devices ready, follow the steps below. 

1. Build a menu like normal via earlier steps, ensuring you have an email and a cell for the customer. 
2. Stay here once you have completed the rating and are on the Menu tab. Do not go into the presentation. You will be setting it up from here. 
3. Click on the orange REMOTE button on the upper right side. 
4. A slide will open to the right. *If you are doing a remote presentation right now with your customer, move on to step 5. If you schedule your remote presentation to alter the date and time, move on to step 14.
5. At the top of the slide is a box named Meet Now.
6. You will see two orange buttons - COPY LINK and JOIN.
7. Click COPY LINK, open your email browser, paste the link, and send it to your customer. 
8. Then go back to your screen and Click JOIN.
9. It will take you to a lobby. Here, you can choose the correct audio and video settings and the device you would like to use. 
10. It will show you, waiting for customer and be spinning. 
11. Once the customer clicks on the link you sent them and chooses their devices, they will enter the lobby, and you will see each other. 
12. Here, you start a little dialog and review anything you wish before the presentation. 
13. When you are ready, click START PRESENTATION on your side, and the presentation you are familiar with will open. The upper right corner of the presentation will show your video link, which will follow you through all screens during the presentation. 
14. Once you complete the presentation, they sign, and you click SAVE at the end. *The video feed will then end, so please let your customers know what will happen next before you click save and cut them loose.
15. Then you would go to the Documents tab and continue like normal for contracting, etc.
16. If you are scheduling ahead of time - under Schedule Meeting, you can choose the date and time. You can also change the subject line and body of the email if you wish. Once ready, click SCHEDULE in the upper right corner of this box and an email will be sent to the customer. 
17. On presentation day, you will return to the menu and click JOIN.
18. You then can follow along from step 9. 

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*** This is a very detailed but rewarding feature. We HIGHLY suggest practicing it several times with colleagues in your store to learn the steps. If you need help with anything related to this feature, please contact support.

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Checklist Menu

Reports (Vision AST)