SimplyBook.me

Online Video Meetings via Zoom/da: Difference between revisions

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Created page with "<br><br> ;Sådan fjerner du''integrations'' ''Fra Simplybook.me-siden'' *Gå til siden <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Brugerdefinerede funktioner</span> i din Simplybook.me-administrationsgrænseflade, og klik på Brugerdefineret funktion for onlinevideomøder for at åbne indstillingerne.<br> *Find Zoom i funktionsindstillingerne, og klik på <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Log ud.</span><b..."
 
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;Sådan indstilles
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1. Aktivér den tilpassede funktion <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online møder</span> i din SimplyBook.me-konto ved at gå til siden <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tilpassede funktioner</span> i din Simplybook.me-administrationsgrænseflade og klikke på knappen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Aktivér</span> ud for den tilpassede funktion <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online videomøder</span>.
1. Aktivér den tilpassede funktion <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online møder</span> i din SimplyBook.me-konto ved at gå til siden <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tilpassede funktioner</span> i din Simplybook.me-administrationsgrænseflade og klikke på knappen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Aktivér</span> ud for den tilpassede funktion <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online videomøder</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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2. I funktionsindstillingerne skal du klikke på knappen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Autorisation</span> ud for Zoom for at forbinde din Zoom-konto.
2. I funktionsindstillingerne skal du klikke på knappen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Autorisation</span> ved siden af Zoom-indstillingen for at forbinde din Zoom-konto.
[[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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[[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]]
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5.  Når din Zoom-forbindelse er oprettet, skal du blot aktivere online-mødeindstillingen for dine tjenester. For at gøre det skal du gå til <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Administrer</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tjenester</span> -&gt; klikke på det ønskede tjenestenavn -&gt; rulle ned til <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Flere indstillinger.</span>
5.  Når din Zoom-forbindelse er oprettet, skal du blot aktivere online-mødeindstillingen for dine tjenester. Det gør du ved at gå til <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Administrer</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tjenester</span> -&gt; klikke på det ønskede tjenestenavn -&gt; rulle ned til <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Flere indstillinger.</span>
(i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Administrer</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Classes custom feature|Klasser]]</span> -&gt; klik på klassens navn -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Flere indstillinger</span>, hvis du bruger [[Classes custom feature|klassefunktionen]] ) og aktiver indstillingen Aktiver som online[[Classes custom feature|mødetjeneste/klasse]].  
(i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Administrer</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Classes custom feature|Klasser]]</span> -&gt; klik på klassens navn -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Flere indstillinger</span>, hvis du bruger [[Classes custom feature|klassefunktionen]] ) og aktivere indstillingen Aktivér som online[[Classes custom feature|mødetjeneste/klasse]].  
[[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]]
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6. Når kunderne booker en sådan[[Classes custom feature|tjeneste/klasse]], vil der være et link til online mødet på siden Mine bookinger for den tilknyttede booking. Når aftaletidspunktet nærmer sig, kan kunderne følge linket for at få adgang til mødet.
6. Når kunderne booker en sådan[[Classes custom feature|service/klasse]], vil der være et link til online-mødet på siden Mine bookinger for den tilknyttede booking. Når aftaletidspunktet nærmer sig, kan kunderne følge linket for at få adgang til mødet.
For administratoren er det muligt at følge linket fra pop op-vinduet med bookingoplysninger i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Kalender</span> eller i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Rapporter</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Bookingoplysninger</span> eller i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Rapporter</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online videomøder</span>.
For administratoren vil det være muligt at følge linket fra pop op-vinduet med bookingoplysninger i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Kalenderen</span> eller i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Rapporter</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Bookingdetaljer</span> eller i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Rapporter</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online videomøder</span>.
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7. (valgfrit) Du kan også tilføje et link til online møder til skabeloner til meddelelser til udbydere og kunder, så begge parter modtager dem sammen med bookingoplysningerne.
7. (valgfrit) Du kan også tilføje et link til online møder til skabeloner til leverandør- og klientnotifikationer, så begge parter modtager dem sammen med bookingoplysningerne.
*For at gøre dette for dine klientnotifikationer skal du navigere til <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Indstillinger</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">E-mail- og SMS-indstillinger</span> (eller <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tilpassede funktioner</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Flexible Notifications custom feature|Fleksible notifikationer]]</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Administrer</span>, hvis du har tilpasset notifikationer pr. service og/eller udbyder) og redigere din <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">klients reservationsbekræftelsesskabelon</span> for at tilføje variablen ''[online_meeting_link]'' for at sende Zoom-links til dine klienter.  
*For at gøre dette for dine klientnotifikationer skal du navigere til <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Indstillinger</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">E-mail- og SMS-indstillinger</span> (eller <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tilpassede funktioner</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Flexible Notifications custom feature|Fleksible notifikationer]]</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Administrer</span>, hvis du har tilpasset notifikationer pr. service og/eller udbyder) og redigere din <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">klients reservationsbekræftelsesskabelon</span> for at tilføje variablen ''[online_meeting_link]'' for at sende Zoom-links til dine klienter.  
For at alt fungerer, skal du blot indsætte variablen ''[online_meeting_link]'' på det ønskede sted i din "Kundens reservationsbekræftelsesskabelon", så når en kunde reserverer en service, genereres der automatisk et Zoom-møde-link på stedet for variablen.  
For at få det hele til at fungere skal du blot indsætte variablen ''[online_meeting_link]'' på det ønskede sted i din "Kundens reservationsbekræftelsesskabelon", så når en kunde reserverer en service, genereres der automatisk et Zoom-møde-link på det sted, hvor variablen er indsat.  
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*For at give dine tjenesteudbydere mulighed for at modtage Zoom-links i deres bekræftelser skal du tilføje variablen ''[online_meeting_provider_link]'' til din <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">nye reservationsbekræftelse for tjenesteudbydere</span> i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Indstillinger</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">E-mail- og sms-indstillinger</span> (eller <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tilpassede funktioner</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Flexible Notifications custom feature|Fleksible meddelelser]]</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Administrer</span>, hvis du har tilpasset meddelelser pr. tjeneste og/eller udbyder).
*For at give dine tjenesteudbydere mulighed for at modtage Zoom-links i deres bekræftelser skal du tilføje variablen ''[online_meeting_provider_link]'' til din <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">nye reservationsbekræftelse for tjenesteudbydere</span> i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Indstillinger</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">E-mail- og sms-indstillinger</span> (eller <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tilpassede funktioner</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Flexible Notifications custom feature|Fleksible meddelelser]]</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Administrer</span>, hvis du har tilpasset meddelelser pr. tjeneste og/eller udbyder).
[[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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;Sådan fungerer mødeprocessen
;Sådan fungerer mødeprocessen
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4. Når mødetidspunktet er nået, omdirigeres både udbyder og kunde til Zoom-onlinemødesiden.
4. Når mødetidspunktet er nået, omdirigeres både udbyder og kunde til Zoom-onlinemødesiden.
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;Sådan fjerner du integrationen
;Sådan fjerner du''integrations''
''Fra Simplybook.me-siden''
''Fra Simplybook.me-siden''
*Gå til siden <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">"Brugerdefinerede funktioner"</span> i din Simplybook.me-administrationsgrænseflade, og klik på "Brugerdefineret funktion til onlinevideomøder" for at åbne indstillingerne.<br>
*Gå til siden <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Brugerdefinerede funktioner</span> i din Simplybook.me-administrationsgrænseflade, og klik på Brugerdefineret funktion for onlinevideomøder for at åbne indstillingerne.<br>
*Find Zoom i funktionsindstillingerne, og klik på <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Log ud.</span><br>
*Find Zoom i funktionsindstillingerne, og klik på <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Log ud.</span><br>
*Derefter vil Zoom-integrationen blive fjernet fra din Simplybook.me-konto.
*Derefter fjernes Zoom-integrationen fra din Simplybook.me-konto.
[[File:Zoom disconnect path redesigned.png|1200px|center|link=https://help.simplybook.me/images/5/5a/Zoom_disconnect_path_redesigned.png]]
[[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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''Fra Zoom-siden''<br>
''Fra Zoom-siden''<br>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Bemærk!''' Hvis du ikke har markeret afkrydsningsfeltet "Tillad denne app at bruge mine delte adgangstilladelser" ELLER hvis du vil skifte den tilsluttede Zoom-konto til en anden, er det ikke muligt at gøre dette fra Simplybook.me på grund af tekniske begrænsninger.</span><br>  
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Bemærk!''' Hvis du ikke har markeret afkrydsningsfeltet "Tillad denne app at bruge mine delte adgangstilladelser" ELLER hvis du vil skifte den tilsluttede Zoom-konto til en anden, er det ikke muligt at gøre dette fra Simplybook.me på grund af tekniske begrænsninger.</span><br>  
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">For at gøre dette skal du afbryde Simplybook.me direkte fra Zoom, hvorefter du vil kunne oprette en ny konto på Simplybook.me.</span>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">For at gøre det skal du afbryde Simplybook.me direkte fra Zoom, hvorefter du vil kunne oprette en ny konto på Simplybook.me.</span>
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*For at afbryde integrationen fra Zoom skal du følge [https://marketplace.zoom.us/user/installed dette link].<br>
*For at afbryde integrationen fra Zoom skal du følge [https://marketplace.zoom.us/user/installed dette link].<br>
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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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