Changes

From SimplyBook.me

Online Video Meetings via Zoom (view source)

Revision as of 13:45, 26 March 2024

8,623 bytes added ,  1 month ago
no edit summary
Line 1: Line 1:  +
{{#seo:
 +
|title=Online Video Meetings via Zoom --  SimplyBook.me
 +
|titlemode=append
 +
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content, video meetings, online video meetings, online services, online consultations, zoom online video meetings, online video calls
 +
}}
 +
 +
 +
To connect to Zoom, you need a [https://zoom.us Zoom] account. Any contributor with Scheduling Administrator permissions can connect Simplybook.me to Zoom.<br>
 +
SimplyBook.me can only connect to a single Zoom account.
 
<br><br>
 
<br><br>
−
To connect to Zoom, you need a Zoom account. Any contributor with Scheduling Administrator permissions can connect Simplybook.me to Zoom.
+
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note: '''</span>
−
SimplyBook.me can only connect to a single Zoom account.<br>
+
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Zoom bookings will not be added to your Zoom meetings page at the Zoom end. To check online meetings please use filters per service in the Simplybook.me admin calendar to see bookings for the necessary service only.</span>
−
During authorization you can check the box ''Allow this app to use my shared access permissions'' and you can connect SimplyBook.me providers to specific Zoom users within that Zoom account.
+
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Even after Zoom account is connected, new services have video conferencing disabled by default. To add video conferencing to a new service, in Manage -> Services/[[Classes custom feature|Classes]], go to More options per service/[[Classes custom feature|class]] and enable it as an online meeting service.</span>
 +
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Clients attending a group class will receive unique Zoom links, but these links will all lead to the same Zoom meeting.</span>
 
<br><br>
 
<br><br>
 +
;How to set
   −
;To connect a Zoom account:
+
1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online meetings</span> custom feature in your SimplyBook.me account by navigating to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page within your Simplybook.me admin interface and click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button next to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online video meetings</span> custom feature.
−
1. In SimplyBook.me, click '''Custom features'''.<br>
+
[[File:Online meetings enable path new.png|1200px|center|link=https://help.simplybook.me/images/4/4c/Online_meetings_enable_path_new.png]]
−
2. Find '''Online Video Meetings''' and click '''Enable'''.<br>
+
<br><br>
−
3. Click '''Meeting Services'''.<br>
+
2. In the feature settings click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Authorization</span> button near Zoom option to connect your Zoom account.
−
4. Click '''Authorization to Zoom'''.<br>
+
[[File:Zoom auth path.png|1200px|center|link=https://help.simplybook.me/images/a/a2/Zoom_auth_path.png]]
−
5. Enter your credentials to '''log into Zoom''', or click SSO, Google, or Facebook to log in through those services.<br>
+
<br><br>
−
6. Click '''Allow'''.<br>
+
3. Enter your credentials to log into Zoom, or click SSO, Google, or Facebook to log in through those services.<br>
−
7. After Zoom is authorized, click on '''Meeting Providers and Meeting Services'''.<br>
+
You can connect one zoom account per company OR connect all zoom users added to your account by checking the checkbox <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow this app to use my shared access permissions</span>
−
8. From the dropdowns underneath the providers select Zoom. And in the next Dropdown select Zoom user that will be connected to this provider.<br>
+
[[File:Zoom permissions step.png|500px|center|link=https://help.simplybook.me/images/d/d8/Zoom_permissions_step.png]]
−
9. Click '''Save'''.<br>
+
<br><br>
−
10. Go to '''Manage''' -> '''Services''', go to service that you want to set us online video meeting service, go to '''More Options''' at the bottom and make sure '''Enable as online meeting service''' is enabled there.<br>
+
4. After Zoom is authorized, click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Meeting Providers and Meeting Services</span> and choose providers that should be connected to Zoom by selecting Zoom option from the respective drop down. In the next drop-down please select Zoom user (if you have several users under your Zoom account) that should be connected to that provider.
−
11. Now you are all set, Clients will see the meeting link in their Booking details and calendar invitations.<br>
+
[[File:Zoom select user.png|1200px|center|link=https://help.simplybook.me/images/6/67/Zoom_select_user.png]]
−
12. Your providers can find the meeting link on the admin calendar when they open the appointment.<br>
+
<br><br>
−
13. You can also add meeting links to booking related notifications. Go to '''Settings''' -> '''Email & SMS settings''', click on template to edit and add [online_meeting_link] variable to client notifications and [online_meeting_provider_link] to provider notification templates.<br>
+
5. After your Zoom connection is set, the last thing you need to do is enable online meeting option for your services. To do that please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> -> click on needed Service name -> scroll down to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">More options.</span>
 +
(in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Classes custom feature|Classes]]</span> -> click on Class name -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">More options</span> if you are using [[Classes custom feature|Classes]] feature) and switch on the option Enable as online meeting service/[[Classes custom feature|class]].
 +
[[File:More options path to online meetings.png|1200px|center|link=https://help.simplybook.me/images/2/27/More_options_path_to_online_meetings.png]]
 +
<br><br>
 +
6. When the clients book such a service/[[Classes custom feature|class]] there will be online meeting link on My bookings page for the associated booking. When the appointment time comes the clients will be able to follow it to access the meeting.
 +
For admin side it will be possible to follow the link from booking info popup form in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> or in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details</span>, or in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online video meetings</span>.
 +
<br><br>
 +
7. (optional) As well you can add online meetings link to provider and client notification templates so that both sides receive them with the booking details.
 +
* To do that for your client notifications please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS settings</span> (or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Flexible Notifications custom feature|Flexible notifications]]</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> if you have customized notifications per service and/or provider) and edit your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client's booking confirmation</span> template to add ''[online_meeting_link]'' variable to send Zoom links to your clients.
 +
To make everything work simply paste ''[online_meeting_link]'' variable to the desired place in your "Client's booking confirmation template" so when a client books a service, a Zoom meeting link will be automatically generated at the place of a variable.
 +
<br><br>
 +
* To let your service providers receive Zoom links in their confirmations please add ''[online_meeting_provider_link]'' variable to your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">New booking confirmation for service providers</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and sms settings</span> (or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Flexible Notifications custom feature|Flexible notifications]]</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> if you have customized notifications per service and/or provider).
 +
[[File:Add meeting link variable to confirmation.png|1200px|center|link=https://help.simplybook.me/images/b/b9/Add_meeting_link_variable_to_confirmation.png]]
 +
 
 +
<br><br>
 +
;How the meeting process works
 +
1. After everything is set up and the client books the online meetings related service/[[Classes custom feature|class]] both the client and the provider (or company, depending on your settings) will get the links to the meeting.
 +
<br><br>
 +
2. On the admin end provider can get to the meeting page right from the booking on "Calendar" by clicking on "Open meeting" link in the booking details popup.
 +
[[File:Open meeting from booking path.png|800px|center|link=https://help.simplybook.me/images/b/b4/Open_meeting_from_booking_path.png]]
 +
<br><br>
 +
3. Clients can open meeting link from booking details on "My bookings" page of the booking site.
 +
[[File:Meeting link client side on my bookings.png|800px|center|link=https://help.simplybook.me/images/1/12/Meeting_link_client_side_on_my_bookings.png]]
 +
<br><br>
 +
4. After that, when the meeting time comes, both provider and client will be redirected to the Zoom online meeting page.
 +
<br><br>
 +
;How to remove integration
 +
''From the Simplybook.me side''
 +
* Navigate to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page within your Simplybook.me admin interface and click on Online video meetings custom feature to open its settings.<br>
 +
* In the feature settings locate Zoom and click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Logout.</span><br>
 +
* After that Zoom integration will be removed from your Simplybook.me account.
 +
[[File:Zoom logout path from simplybook.png|1200px|center|link=https://help.simplybook.me/images/f/fd/Zoom_logout_path_from_simplybook.png]]
 
<br><br>
 
<br><br>
−
:Even after Zoom is connected, new services have video conferencing disabled by default. To add video conferencing to a new service, in '''Manage''' -> '''Services''' while creating it, go to '''More options''' and enable '''Enable as online meeting service'''.<br><br>
+
''From the Zoom side''<br>
−
:Clients attending a group class will receive unique Zoom links, but these links will all lead to the same Zoom meeting.
+
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If you did not check the box “Allow this app to use my shared access permissions” OR you want to switch connected Zoom account to another one - there will be no option to do that from Simplybook.me side due to technical restrictions.</span><br>  
 +
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">In order to do that you will need to disconnect Simplybook.me directly from Zoom and after that you will be able to connect new account on the Simplybook.me side.</span>
 
<br><br>
 
<br><br>
 +
* To disconnect the integration from the Zoom side please follow [https://marketplace.zoom.us/user/installed this link].<br>
 +
* Locate Simplybook.me in the list of connected apps (you can use search if needed).<br>
 +
* Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Remove</span> button to disconnect.<br>
 +
* Now the integration is removed and you can connect different account if needed.
 +
[[File:Zoom disconnect from zoom side.png|1200px|center|link=https://help.simplybook.me/images/a/a4/Zoom_disconnect_from_zoom_side.png]]
 +
<br><br><br><br>
Retrieved from "https://help.simplybook.me/index.php/Special:MobileDiff/10135"