Online Video Meetings via Zoom/sv: Difference between revisions
Created page with "1. Aktivera den anpassade funktionen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online-möten</span> i ditt SimplyBook.me-konto genom att navigera till sidan <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Anpassade funktioner</span> i ditt Simplybook.me-administratörsgränssnitt och klicka på knappen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Aktivera</span> bredvid den anpassade funktio..." |
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{{#seo: |title=Onlinevideomöten via Zoom -- SimplyBook.me |titlemode=lägg till |keywords=faq, vanliga frågor, bokningsprogramvara, frågor om bokningssystem, onlinebokningar, kalenderprogramvara, bokningssystem, bokningskalender, schemaläggningsprogramvara, onlinebokning, onlinebokning, installation, installationshjälp, support, hjälpinnehåll, videomöten, onlinevideomöten, onlinetjänster, onlinekonsultationer, zoom onlinevideomöten, onlinevideosamtal }} | {{#seo: |title=Onlinevideomöten via Zoom -- SimplyBook.me |titlemode=lägg till |keywords=faq, vanliga frågor, bokningsprogramvara, frågor om bokningssystem, onlinebokningar, kalenderprogramvara, bokningssystem, bokningskalender, schemaläggningsprogramvara, onlinebokning, onlinebokning, installation, installationshjälp, support, hjälpinnehåll, videomöten, onlinevideomöten, onlinetjänster, onlinekonsultationer, zoom onlinevideomöten, onlinevideosamtal }} | ||
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För att ansluta till Zoom behöver du ett [https://zoom.us Zoom-konto]. Alla bidragsgivare med behörighet som schemaläggningsadministratör kan ansluta Simplybook.me till Zoom.<br> | För att ansluta till Zoom behöver du ett [https://zoom.us Zoom-konto]. Alla bidragsgivare med behörighet som schemaläggningsadministratör kan ansluta Simplybook.me till Zoom.<br> | ||
SimplyBook.me kan endast ansluta till ett enda Zoom-konto. | SimplyBook.me kan endast ansluta till ett enda Zoom-konto. | ||
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1. Aktivera den anpassade funktionen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online-möten</span> i ditt SimplyBook.me-konto genom att navigera till sidan <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Anpassade funktioner</span> i ditt Simplybook.me-administratörsgränssnitt och klicka på knappen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Aktivera</span> bredvid den anpassade funktionen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online-videomöten</span>. | 1. Aktivera den anpassade funktionen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online-möten</span> i ditt SimplyBook.me-konto genom att navigera till sidan <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Anpassade funktioner</span> i ditt Simplybook.me-administratörsgränssnitt och klicka på knappen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Aktivera</span> bredvid den anpassade funktionen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online-videomöten</span>. | ||
[[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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*För att dina tjänsteleverantörer ska kunna ta emot Zoom-länkar i sina bekräftelser, lägg till variabeln ''[online_meeting_provider_link]'' i din <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">nya bokningsbekräftelse för tjänsteleverantörer</span> i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Inställningar</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">E-post- och SMS-inställningar</span> (eller <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Anpassade funktioner</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Flexible Notifications custom feature|Flexibla aviseringar]]</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Hantera</span> om du har anpassade aviseringar per tjänst och/eller leverantör). | *För att dina tjänsteleverantörer ska kunna ta emot Zoom-länkar i sina bekräftelser, lägg till variabeln ''[online_meeting_provider_link]'' i din <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">nya bokningsbekräftelse för tjänsteleverantörer</span> i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Inställningar</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">E-post- och SMS-inställningar</span> (eller <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Anpassade funktioner</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Flexible Notifications custom feature|Flexibla aviseringar]]</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Hantera</span> om du har anpassade aviseringar per tjänst och/eller leverantör). | ||
[[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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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]] | |||
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3. Enter your credentials to log into Zoom, or click SSO, Google, or Facebook to log in through those 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> | |||
[[File:Zoom permissions step.png|500px|center|link=https://help.simplybook.me/images/d/d8/Zoom_permissions_step.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. | |||
[[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]] | |||
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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> | |||
(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]] | |||
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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. | |||
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>. | |||
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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. | |||
* 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. | |||
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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). | |||
[[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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hur mötesprocessen fungerar | hur mötesprocessen fungerar | ||
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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]] | ||
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;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 disconnect path redesigned.png|1200px|center|link=https://help.simplybook.me/images/5/5a/Zoom_disconnect_path_redesigned.png]] | |||
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''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;">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> | |||
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* 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]] | |||
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