Online Video Meetings via Zoom/nl: Difference between revisions

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{{#seo: |title=Online videovergaderingen via Zoom -- SimplyBook.me |titlemode=toevoegen |keywords=faq, veelgestelde vragen, boekingssoftware, vragen over het afspraken systeem, online afspraken, kalendersoftware, boekingssysteem, boekingskalender, planningssoftware, online afspraken plannen, online planning, installatie, hulp bij installatie, ondersteuning, helpinhoud, videovergaderingen, online videovergaderingen, online diensten, online consultaties, zoom online videovergaderingen, online videogesprekken }}

Om verbinding te maken met Zoom, hebt u een [https://zoom.us Zoom-account] nodig. Elke medewerker met de rechten van een planningbeheerder kan Simplybook.me verbinden met Zoom.

SimplyBook.me kan slechts verbinding maken met één Zoom-account.

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;Hoe instellen

</div>

;How to set

</div>

1. Schakel de aangepaste functie Online vergaderingen in uw SimplyBook.me-account in door naar de pagina Aangepaste functies in uw Simplybook.me-beheerdersinterface te gaan en op de knop Inschakelen naast de aangepaste functie Online videovergaderingen te klikken.

[[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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*Om uw dienstverleners Zoom-links in hun bevestigingen te laten ontvangen, voegt u de variabele ''[online_meeting_provider_link]'' toe aan uw Nieuwe boekingsbevestiging voor dienstverleners in Instellingen -> E-mail- en sms-instellingen (of Aangepaste functies -> [[Flexible Notifications custom feature|Flexibele meldingen]] -> Beheren als u meldingen per dienst en/of aanbieder hebt aangepast).

[[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]]

</div>

2. In the feature settings click on Authorization 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]]

3. Enter your credentials to log into Zoom, or click SSO, Google, or Facebook to log in through those services.

You can connect one zoom account per company OR connect all zoom users added to your account by checking the checkbox Allow this app to use my shared access permissions

[[File:Zoom permissions step.png|500px|center|link=https://help.simplybook.me/images/d/d8/Zoom_permissions_step.png]]

4. After Zoom is authorized, click on Meeting Providers and Meeting Services 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]]

</div>

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]].

[[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]]

</div>

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 Calendar or in Reports -> Booking details, or in Reports -> Online video meetings.

</div>

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 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.

* 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).

[[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]]

</div>

hoe het vergaderproces werkt

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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]]

</div>

;How to remove integration

''From the Simplybook.me side''

* Navigate to the Custom Features page within your Simplybook.me admin interface and click on Online video meetings custom feature to open its settings.

* In the feature settings locate Zoom and click Logout.

* 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]]

''From the Zoom side''

'''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.

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.

</div>

* To disconnect the integration from the Zoom side please follow [https://marketplace.zoom.us/user/installed this link].

* Locate Simplybook.me in the list of connected apps (you can use search if needed).

* Click on Remove button to disconnect.

* 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]]

</div>

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 <languages/>
 {{#seo: |title=Online videovergaderingen via Zoom --  SimplyBook.me |titlemode=toevoegen |keywords=faq, veelgestelde vragen, boekingssoftware, vragen over het afspraken systeem, online afspraken, kalendersoftware, boekingssysteem, boekingskalender, planningssoftware, online afspraken plannen, online planning, installatie, hulp bij installatie, ondersteuning, helpinhoud, videovergaderingen, online videovergaderingen, online diensten, online consultaties, zoom online videovergaderingen, online videogesprekken }}
+<div class="mw-translate-fuzzy">
 Om verbinding te maken met Zoom, hebt u een [https://zoom.us Zoom-account] nodig. Elke medewerker met de rechten van een planningbeheerder kan Simplybook.me verbinden met Zoom.<br>
 SimplyBook.me kan slechts verbinding maken met één Zoom-account.
@@ Line 10: / Line 11: @@
 <br><br>
 ;Hoe instellen
+</div>
+<div lang="en" dir="ltr" class="mw-content-ltr">
+;How to set
+</div>
+<div class="mw-translate-fuzzy">
 . Schakel de aangepaste functie <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online vergaderingen</span> in uw SimplyBook.me-account in door naar de pagina <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Aangepaste functies</span> in uw Simplybook.me-beheerdersinterface te gaan en op de knop <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Inschakelen</span> naast de aangepaste functie <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Online videovergaderingen</span> te klikken.
 [[File:Online meetings enable path redesigned.png|1200px|center|link=https://help.simplybook.me/images/a/a1/Online_meetings_enable_path_redesigned.png]]
@@ Line 37: / Line 43: @@
 *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 aanbieder hebt aangepast).
 [[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]]
+</div>
+<div lang="en" dir="ltr" class="mw-content-ltr">
+. 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]]
+<br><br>
+. 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]]
+<br><br>
+. 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]]
+<br><br>
+</div>
+<div lang="en" dir="ltr" class="mw-content-ltr">
+.  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]]
+<br><br>
+</div>
+<div lang="en" dir="ltr" class="mw-content-ltr">
+. 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>.
+<br><br>
+</div>
+<div lang="en" dir="ltr" class="mw-content-ltr">
+. (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.
+<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).
+[[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]]
+</div>
+<div class="mw-translate-fuzzy">
 <br><br>
 hoe het vergaderproces werkt
@@ Line 67: / Line 105: @@
 [[File:Zoom disconnect from zoom side.png|1200px|center|link=https://help.simplybook.me/images/a/a4/Zoom_disconnect_from_zoom_side.png]]
 <br><br><br><br>
+</div>
+<div lang="en" dir="ltr" class="mw-content-ltr">
+<br><br>
+;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]]
+<br><br>
+''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>
+</div>
+<div lang="en" dir="ltr" class="mw-content-ltr">
+<br><br>
+* 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]]
+<br><br><br><br>
+</div>