Online Video Meetings via Zoom - Revision history

Admin: Marked this version for translation

2025-07-01T08:01:58Z

Marked this version for translation

← Older revision		Revision as of 08:01, 1 July 2025
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	;How to set		;How to set

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	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.		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.
	[[File:Online meetings zoom connect redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/4/4c/Online_meetings_zoom_connect_redesigned.png]]		[[File:Online meetings zoom connect redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/4/4c/Online_meetings_zoom_connect_redesigned.png]]
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	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>		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]].		(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]].
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	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.		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>.		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></translate>		<br><br></translate>
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	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.		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 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.
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	4. After that, when the meeting time comes, both provider and client will be redirected to the Zoom online meeting page.</translate>		4. After that, when the meeting time comes, both provider and client will be redirected to the Zoom online meeting page.</translate>
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	<br><br>		<br><br>
	;How to remove integration		;How to remove integration
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	<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></translate>		<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></translate>
	<translate>		<translate>
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	<br><br>		<br><br>
	* To disconnect the integration from the Zoom side please follow [https://marketplace.zoom.us/user/installed this link].<br>		* To disconnect the integration from the Zoom side please follow [https://marketplace.zoom.us/user/installed this link].<br>

Admin at 08:01, 1 July 2025

2025-07-01T08:01:53Z

← Older revision		Revision as of 08:01, 1 July 2025
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	* <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;">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>		* <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>
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	;How to set		;How to set

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	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. 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.
	[[File:Online meetings enable path redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/a/a1/Online_meetings_enable_path_redesigned.png]]		[[File:Online meetings enable path redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/a/a1/Online_meetings_enable_path_redesigned.png]]
	<br><br>		<br><br></translate>
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	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.		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.
	[[File:Online meetings zoom connect redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/4/4c/Online_meetings_zoom_connect_redesigned.png]]		[[File:Online meetings zoom connect redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/4/4c/Online_meetings_zoom_connect_redesigned.png]]
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	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.		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.
	[[File:Zoom select account per provider redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/3/36/Zoom_select_account_per_provider_redesigned.png]]		[[File:Zoom select account per provider redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/3/36/Zoom_select_account_per_provider_redesigned.png]]
	<br><br>		<br><br></translate>
			<translate>
	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>		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]].		(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:Enable service as online meeting redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/e/ec/Enable_service_as_online_meeting_redesigned.png]]		[[File:Enable service as online meeting redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/e/ec/Enable_service_as_online_meeting_redesigned.png]]
	<br><br>		<br><br></translate>
			<translate>
	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.		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>.		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>		<br><br></translate>
			<translate>
	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.		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 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.
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	* 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).		* 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 to provider confirmation redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/6/6c/Add_meeting_link_to_provider_confirmation_redesigned.png]]		[[File:Add meeting link to provider confirmation redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/6/6c/Add_meeting_link_to_provider_confirmation_redesigned.png]]
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	[[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]]		[[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>		<br><br>
	4. After that, when the meeting time comes, both provider and client will be redirected to the Zoom online meeting page.		4. After that, when the meeting time comes, both provider and client will be redirected to the Zoom online meeting page.</translate>
			<translate>
	<br><br>		<br><br>
	;How to remove integration		;How to remove integration
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	''From the Zoom side''<br>		''From the Zoom side''<br>
	<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;">'''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>		<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></translate>
			<translate>
	<br><br>		<br><br>
	* To disconnect the integration from the Zoom side please follow [https://marketplace.zoom.us/user/installed this link].<br>		* To disconnect the integration from the Zoom side please follow [https://marketplace.zoom.us/user/installed this link].<br>

Admin: Marked this version for translation

2025-06-23T13:27:14Z

Marked this version for translation

← Older revision		Revision as of 13:27, 23 June 2025
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	\|title=Online Video Meetings via Zoom -- SimplyBook.me		\|title=Online Video Meetings via Zoom -- SimplyBook.me
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	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>		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.		SimplyBook.me can only connect to a single Zoom account.
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	;How to set		;How to set

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	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. 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.
	[[File:Online meetings enable path redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/a/a1/Online_meetings_enable_path_redesigned.png]]		[[File:Online meetings enable path redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/a/a1/Online_meetings_enable_path_redesigned.png]]
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	[[File:Add meeting link to provider confirmation redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/6/6c/Add_meeting_link_to_provider_confirmation_redesigned.png]]		[[File:Add meeting link to provider confirmation redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/6/6c/Add_meeting_link_to_provider_confirmation_redesigned.png]]

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	<br><br>		<br><br>
	;How the meeting process works		;How the meeting process works

Admin at 13:25, 23 June 2025

2025-06-23T13:25:22Z

← Older revision		Revision as of 13:25, 23 June 2025
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			<translate>
	{{#seo:		{{#seo:
	\|title=Online Video Meetings via Zoom -- SimplyBook.me		\|title=Online Video Meetings via Zoom -- SimplyBook.me
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	\|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		\|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
	}}		}}
			</translate>
			<translate>
	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>		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.		SimplyBook.me can only connect to a single Zoom account.
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	[[File:Zoom disconnect from zoom side.png\|1200px\|center\|link=https://help.simplybook.me/images/a/a4/Zoom_disconnect_from_zoom_side.png]]		[[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>		<br><br><br><br>
			</translate>

Admin at 12:45, 20 September 2024

2024-09-20T12:45:09Z

← Older revision		Revision as of 12:45, 20 September 2024
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	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. 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.
	[[File:Online meetings enable path ~~new~~.png\|1200px\|center\|link=https://help.simplybook.me/images/4/4c/~~Online_meetings_enable_path_new~~.png]]		[[File:Online meetings enable path redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/a/a1/Online_meetings_enable_path_redesigned.png]]
	<br><br>		<br><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.		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.
	[[File:~~Zoom auth path~~.png\|1200px\|center\|link=https://help.simplybook.me/images/a/a2/~~Zoom_auth_path~~.png]]		[[File:Online meetings zoom connect redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/4/4c/Online_meetings_zoom_connect_redesigned.png]]
	<br><br>		<br><br>
	3. Enter your credentials to log into Zoom, or click SSO, Google, or Facebook to log in through those services.<br>		3. Enter your credentials to log into Zoom, or click SSO, Google, or Facebook to log in through those services.<br>
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	<br><br>		<br><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.		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.
	[[File:Zoom select ~~user~~.png\|1200px\|center\|link=https://help.simplybook.me/images/6/67/~~Zoom_select_user~~.png]]		[[File:Zoom select account per provider redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/3/36/Zoom_select_account_per_provider_redesigned.png]]
	<br><br>		<br><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>		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]].		(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]]		[[File:Enable service as online meeting redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/e/ec/Enable_service_as_online_meeting_redesigned.png]]
	<br><br>		<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.		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.
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	<br><br>		<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).		* 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]]		[[File:Add meeting link to provider confirmation redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/6/6c/Add_meeting_link_to_provider_confirmation_redesigned.png]]

	<br><br>		<br><br>
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	<br><br>		<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.		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]]		[[File:Meeting link in admin calendar redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/a/a6/Meeting_link_in_admin_calendar_redesigned.png]]
	<br><br>		<br><br>
	3. Clients can open meeting link from booking details on "My bookings" page of the booking site.		3. Clients can open meeting link from booking details on "My bookings" page of the booking site.
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	* In the feature settings locate Zoom and click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Logout.</span><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.		* 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]]		[[File:Zoom disconnect path redesigned.png\|1200px\|center\|link=https://help.simplybook.me/images/5/5a/Zoom_disconnect_path_redesigned.png]]
	<br><br>		<br><br>
	''From the Zoom side''<br>		''From the Zoom side''<br>

Admin at 13:45, 26 March 2024

2024-03-26T13:45:46Z

Show changes

Admin at 08:37, 8 March 2024

2024-03-08T08:37:57Z

← Older revision		Revision as of 08:37, 8 March 2024
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	To connect to Zoom, you need a Zoom account. Any contributor with Scheduling Administrator permissions can connect Simplybook.me to Zoom.		To connect to Zoom, you need a Zoom account. Any contributor with Scheduling Administrator permissions can connect Simplybook.me to Zoom.
	SimplyBook.me can only connect to a single Zoom account.<br>		SimplyBook.me can only connect to a single Zoom account.<br>
	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.		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.
	<br><br>		<br><br>

Admin: Created page with "

To connect to Zoom, you need a Zoom account. Any contributor with Scheduling Administrator permissions can connect Simplybook.me to Zoom. SimplyBook.me can only conne..."

2024-03-08T08:37:16Z

Created page with " To connect to Zoom, you need a Zoom account. Any contributor with Scheduling Administrator permissions can connect Simplybook.me to Zoom. SimplyBook.me can only conne..."

New page

To connect to Zoom, you need a Zoom account. Any contributor with Scheduling Administrator permissions can connect Simplybook.me to Zoom.
SimplyBook.me can only connect to a single Zoom account. 
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.
 

;To connect a Zoom account:
1. In SimplyBook.me, click '''Custom features'''. 
2. Find '''Online Video Meetings''' and click '''Enable'''. 
3. Click '''Meeting Services'''. 
4. Click '''Authorization to Zoom'''. 
5. Enter your credentials to '''log into Zoom''', or click SSO, Google, or Facebook to log in through those services. 
6. Click '''Allow'''. 
7. After Zoom is authorized, click on '''Meeting Providers and Meeting Services'''. 
8. From the dropdowns underneath the providers select Zoom. And in the next Dropdown select Zoom user that will be connected to this provider. 
9. Click '''Save'''. 
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. 
11. Now you are all set, Clients will see the meeting link in their Booking details and calendar invitations. 
12. Your providers can find the meeting link on the admin calendar when they open the appointment. 
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. 
 
: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'''. 
:Clients attending a group class will receive unique Zoom links, but these links will all lead to the same Zoom meeting.

Online Video Meetings via Zoom - Revision history

Admin: Marked this version for translation

Admin at 08:01, 1 July 2025

Admin: Marked this version for translation

Admin at 13:25, 23 June 2025

Admin at 12:45, 20 September 2024

Admin at 13:45, 26 March 2024

Admin at 08:37, 8 March 2024

Admin: Created page with " To connect to Zoom, you need a Zoom account. Any contributor with Scheduling Administrator permissions can connect Simplybook.me to Zoom. SimplyBook.me can only conne..."

Admin: Created page with "

To connect to Zoom, you need a Zoom account. Any contributor with Scheduling Administrator permissions can connect Simplybook.me to Zoom. SimplyBook.me can only conne..."