Online Video Meetings Custom Feature/nl: Difference between revisions

<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Let op!''' Deze functie is niet compatibel met de aangepaste functie <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Kiosk_custom_feature|Kiosk]]</span>.</span>

Videohandleiding beschikbaar [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=ZBD60slZkE4]]

*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Zelfs nadat het Zoom-account is gekoppeld, is videoconferencing standaard uitgeschakeld voor nieuwe diensten. Om videoconferenties toe te voegen aan een nieuwe dienst, gaat u in Beheer -&gt;[[Classes custom feature|Diensten/Lessen]] naar Meer opties per[[Classes custom feature|dienst/les en]] schakelt u deze in als online vergaderdienst.</span>

(in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Beheer</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Classes custom feature|Klassen]]</span> -&gt; klik op de naam van de klas -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Meer opties</span> als u de functie [[Classes custom feature|Klassen]] gebruikt) en schakel de optie Inschakelen als online[[Classes custom feature|vergaderdienst/klas]] in.  

6. Wanneer klanten een dergelijke[[Classes custom feature|dienst/klasse]] boeken, verschijnt er een link naar een online vergadering op de pagina Mijn boekingen voor de bijbehorende boeking. Wanneer het tijdstip van de afspraak is aangebroken, kunnen klanten deze link volgen om toegang te krijgen tot de vergadering.

*Om dit voor uw klantmeldingen te doen, gaat u naar <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instellingen</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">E-mail- en sms-instellingen</span> (of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Aangepaste functies</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Flexible Notifications custom feature|Flexibele meldingen]]</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Beheren</span> als u meldingen per dienst en/of provider hebt aangepast) en bewerkt u het <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">sjabloon voor de boekingsbevestiging van uw klant</span> om de variabele ''[online_meeting_link]'' toe te voegen om Zoom-links naar uw klanten te sturen.  

*Om uw dienstverleners Zoom-links in hun bevestigingen te laten ontvangen, voegt u de variabele ''[online_meeting_provider_link]'' toe aan uw <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">nieuwe boekingsbevestiging voor dienstverleners</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Instellingen</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">E-mail- en sms-instellingen</span> (of <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Aangepaste functies</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Flexible Notifications custom feature|Flexibele meldingen]]</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Beheren</span> als u meldingen per dienst en/of dienstverlener hebt aangepast).

: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>

:6. When the clients book such a service/class there will be online meeting link on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">My bookings page</span> for the associated booking. When the appointment time comes the clients will be able to follow it to access the meeting.<br>

: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>

: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).

<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If you have paid services the meeting link will be working only after the payment is made/approved.</span>

==Additional steps for case when you need to allow your Providers to have own MS Teams account connection==

:8. By default your MS Teams account that you have connected in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Step#6</span> will be used to generate meetings links and conduct meetings, but if you have several employees  in your company, they are added to SimplyBook.me side as providers and users and you wish them to use own MS Teams accounts for their online services/classes please make sure that you have them <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://docs.microsoft.com/en-us/azure/active-directory/fundamentals/add-users-azure-active-directory?context=azure/active-directory/users-groups-roles/context/ugr-context added as users]</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Azure</span> with access to this application as well as <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://support.microsoft.com/en-us/office/add-members-to-a-team-in-teams-aff2249d-b456-4bc3-81e7-52327b6b38e9 members]</span> on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Teams side.</span>

<div lang="en" dir="ltr" class="mw-content-ltr">

:(you can add users in MS Azure interface with internal domain or invite using existing email addresses)

:9. Then they need to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">log in to SimplyBook.me system</span> under their credentials and connect their accounts in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online video meetings.</span>

: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>

=How the meeting process works=

:1. After everything is set up and the client books the online meetings related service/class both the client and the provider (or company, depending on your settings) will get the links to the meeting.<br>

:Either from email notifications if you have added the corresponding variables to the templates.<br>

:Or the provider can get to the meeting page right from the booking on Calendar while the client from "My bookings" tab of the booking site.

:2. By default the meeting starts automatically for the both sides when the booked time comes.

:3. As well the provider can manually start the meeting if necessary using the corresponding button.

:4. After this the redirect to Zoom or Microsoft Teams(depending on your settings) software takes place and all the participants can join.

:(It is not mandatory for the customers to have MS Teams account. To join they will only need to fill in their name after opening the meeting url in their browser)