Online Video Meetings via Zoom: Difference between revisions
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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. | 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 | [[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. 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. | 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: | [[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> | 3. Enter your credentials to log into Zoom, or click SSO, Google, or Facebook to log in through those services.<br> | ||
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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. | 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 | [[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> | 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]]. | (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: | [[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/[[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. | ||
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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). | * 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 | [[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. On the admin end provider can get to the meeting page right from the booking on "Calendar" by clicking on "Open meeting" link in the booking details popup. | 2. On the admin end provider can get to the meeting page right from the booking on "Calendar" by clicking on "Open meeting" link in the booking details popup. | ||
[[File: | [[File:Meeting link in admin calendar redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/a/a6/Meeting_link_in_admin_calendar_redesigned.png]] | ||
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3. Clients can open meeting link from booking details on "My bookings" page of the booking site. | 3. Clients can open meeting link from booking details on "My bookings" page of the booking site. | ||
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* In the feature settings locate Zoom and click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Logout.</span><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. | * After that Zoom integration will be removed from your Simplybook.me account. | ||
[[File:Zoom | [[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> | ''From the Zoom side''<br> | ||