Online Video Meetings Custom Feature: Difference between revisions

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We also recommend enabling Client Login feature for the smooth client experience in joining the meetings as there may be errors if they try to join within a separate browser session.

'''Please note!''' This feature is not compatible with [[Kiosk_custom_feature|Kiosk]] custom feature.

'''Please note!''' This feature is not compatible with [[Special:MyLanguage/Kiosk_custom_feature|Kiosk]] custom feature.

Video tutorial available <youtube>ZBD60slZkE4</youtube>

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'''Please note: '''

* 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.

* 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.

* 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/[[Special:MyLanguage/Classes custom feature|Classes]], go to More options per service/[[Special:MyLanguage/Classes custom feature|class]] and enable it as an online meeting service.

* Clients attending a group class will receive unique Zoom links, but these links will all lead to the same Zoom meeting.

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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 Manage -> Services -> click on needed Service name -> scroll down to More options.

(in Manage -> [[Classes custom feature|Classes]] -> click on Class name -> More options if you are using [[Classes custom feature|Classes]] feature) and switch on the option Enable as online meeting service/[[Classes custom feature|class]].

(in Manage -> [[Special:MyLanguage/Classes custom feature|Classes]] -> click on Class name -> More options if you are using [[Special:MyLanguage/Classes custom feature|Classes]] feature) and switch on the option Enable as online meeting service/[[Special:MyLanguage/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.

6. When the clients book such a service/[[Special:MyLanguage/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 Calendar or in Reports -> Booking details, or in Reports -> Online video meetings.

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 Settings -> Email and SMS settings (or Custom features -> [[Flexible Notifications custom feature|Flexible notifications]] -> Manage if you have customized notifications per service and/or provider) and edit your Client's booking confirmation template to add ''[online_meeting_link]'' variable to send Zoom links to your clients.

* To do that for your client notifications please navigate to Settings -> Email and SMS settings (or Custom features -> [[Special:MyLanguage/Flexible Notifications custom feature|Flexible notifications]] -> Manage if you have customized notifications per service and/or provider) and edit your Client's booking confirmation 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.

</translate>

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* To let your service providers receive Zoom links in their confirmations please add ''[online_meeting_provider_link]'' variable to your New booking confirmation for service providers in Settings -> Email and sms settings (or Custom features -> [[Flexible Notifications custom feature|Flexible notifications]] -> Manage 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 New booking confirmation for service providers in Settings -> Email and sms settings (or Custom features -> [[Special:MyLanguage/Flexible Notifications custom feature|Flexible notifications]] -> Manage if you have customized notifications per service and/or provider).

[[File:Add meeting link to notification redesigned.png|1200px|center|link=https://help.simplybook.me/images/b/ba/Add_meeting_link_to_notification_redesigned.png]]

</translate>

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:5. For the services/classes you wish to conduct online meetings switch the option Enable as online meeting service/class on in Manage -> Services -> click on service name -> More options (in Manage -> Classes -> click on class name -> More options if you are using [[Classes_custom_feature|Classes feature]])

:5. For the services/classes you wish to conduct online meetings switch the option Enable as online meeting service/class on in Manage -> Services -> click on service name -> More options (in Manage -> Classes -> click on class name -> More options if you are using [[Special:MyLanguage/Classes_custom_feature|Classes feature]])

[[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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:7. (optonal) 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 please navigate to Settings -> Email and sms settings (or Custom features -> [[Flexible_Notifications_custom_feature|Flexible notifications]] -> Manage if you have customized notifications per service and/or provider).

:7. (optonal) 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 please navigate to Settings -> Email and sms settings (or Custom features -> [[Special:MyLanguage/Flexible_Notifications_custom_feature|Flexible notifications]] -> Manage 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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:10. Once they have connected own accounts you will be able to see this information in Custom features -> Online meetings -> Meeting providers&Meeting services.

:'''Please note!''' It is only possible to manually start a meetings for the users that have admin, senior employee or junior employee(connected to specific provider) [[Adding_other_users_to_the_system|rights.]]

:'''Please note!''' It is only possible to manually start a meetings for the users that have admin, senior employee or junior employee(connected to specific provider) [[Special:MyLanguage/Adding_other_users_to_the_system|rights.]]

[[File:Manually start the meeting redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/2/28/Manually_start_the_meeting_redesigned.png]]

@@ Line 17: / Line 17: @@
 <span style="background-color:#fef3de; padding:5px; border-radius:5px;">We also recommend enabling Client Login feature for the smooth client experience in joining the meetings as there may be errors if they try to join within a separate browser session.</span>
 <br><br>
-<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This feature is not compatible with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Kiosk_custom_feature|Kiosk]]</span> custom feature.</span>
+<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' This feature is not compatible with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Kiosk_custom_feature|Kiosk]]</span> custom feature.</span>
 <br><br>
 Video tutorial available <p><youtube>ZBD60slZkE4</youtube></p>
@@ Line 30: / Line 30: @@
 <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note: '''</span>
 * <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>
-* <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/[[Special:MyLanguage/Classes custom feature|Classes]], go to More options per service/[[Special:MyLanguage/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>
@@ Line 56: / Line 56: @@
 <br><br>
 .  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;">[[Special:MyLanguage/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 [[Special:MyLanguage/Classes custom feature|Classes]] feature) and switch on the option Enable as online meeting service/[[Special:MyLanguage/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]]
 <br><br>
@@ Line 62: / Line 62: @@
 <translate>
 <!--T:7-->
-. 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.
+. When the clients book such a service/[[Special:MyLanguage/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>
 . (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;">[[Special:MyLanguage/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.
 </translate>
@@ Line 72: / Line 72: @@
 <!--T:8-->
 <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;">[[Special:MyLanguage/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 notification redesigned.png|1200px|center|link=https://help.simplybook.me/images/b/ba/Add_meeting_link_to_notification_redesigned.png]]
 </translate>
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 <translate>
 <!--T:13-->
-:5. For the services/classes you wish to conduct online meetings switch the option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable as online meeting service/class</span> on in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on service name</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">More options</span><br>(in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Classes</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on class name</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">More options</span> if you are using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|Classes feature]])</span>
+:5. For the services/classes you wish to conduct online meetings switch the option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable as online meeting service/class</span> on in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on service name</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">More options</span><br>(in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Classes</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on class name</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">More options</span> if you are using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Classes_custom_feature|Classes feature]])</span>
 [[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>
@@ Line 116: / Line 116: @@
 <translate>
 <!--T:14-->
-:7. (optonal) You can add online meetings link to provider and client notification templates so that both sides receive them with the booking details.<br>To do that 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:#cdeffc; 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).
+:7. (optonal) You can add online meetings link to provider and client notification templates so that both sides receive them with the booking details.<br>To do that 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:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/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]]
 <br><br>
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 <!--T:16-->
 :10. Once they have connected own accounts you will be able to see this information in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online meetings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Meeting providers&Meeting services.</span>
-:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is only possible to manually start a meetings for the users that have admin, senior employee or junior employee(connected to specific provider) <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Adding_other_users_to_the_system|rights.]]</span></span>
+:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is only possible to manually start a meetings for the users that have admin, senior employee or junior employee(connected to specific provider) <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Adding_other_users_to_the_system|rights.]]</span></span>
 [[File:Manually start the meeting redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/2/28/Manually_start_the_meeting_redesigned.png]]
 <br><br>