Online Video Meetings via Zoom: Difference between revisions

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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>

SimplyBook.me can only connect to a single 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>

;How to set

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]]

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]]

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]]

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:Enable service as online meeting redesigned.png|1200px|center|link=https://help.simplybook.me/images/e/ec/Enable_service_as_online_meeting_redesigned.png]]

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>.

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 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]]

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;How the meeting process works

[[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]]

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;How to remove integration

''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>  

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* To disconnect the integration from the Zoom side please follow [https://marketplace.zoom.us/user/installed this link].<br>

[[File:Zoom disconnect from zoom side.png|1200px|center|link=https://help.simplybook.me/images/a/a4/Zoom_disconnect_from_zoom_side.png]]

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