You can set up integration with the online meeting software to allow your staff members to run live meetings and provide their services online.
Currently, Bookly PRO supports integrations with Zoom, Google Meet, Jitsi Meet, and BigBlueButton, and our team keeps working on more integrations.
Zoom
Zoom solution offers video and audio conferencing for interactive meetings on any device – desktop or mobile. Once connected to Bookly, you’ll be able to create online meetings for new Bookly appointments with the {online_meeting_url} code in your confirmation emails and SMS notifications.
Set up integration
1. Go to Bookly Settings > Online Meetings > Zoom.
2. Sign in to your Zoom account.
3. Visit the Zoom App Marketplace.
4. Click on the Develop option in the dropdown on the top-right corner and select Build App.
5. A page with various app types will be displayed. Select OAuth as the app type and click on Create.
6. Enter the name of your App. In Choose app type select Account-level app and click Create.
Note: In most cases, it is not necessary to publish the application (if you only intend to use it within your company), so you can disable the option Publish the App on Zoom App Marketplace.
7. On the page with App Credentials, look for the Client ID and Client Secret. Use them in the form in Bookly Settings > Online Meetings.
8. For Redirect URL for OAuth enter the Redirect URL for OAuth found in Bookly Settings > Online Meetings.
9. For OAuth allow list add a new record with the value of Redirect URL for OAuth found in Bookly Settings > Online Meetings. If you use both HTTP and HTTPS, make sure to add both records for the OAuth allow list. Click Continue.
10. Fill out descriptive and contact information. Skip the Add features screen, click Continue.
11. Add the scopes required for your app. At the very least, you should select meeting:write:admin.
12. Click Save at the bottom of the Settings > Online Meetings page in Bookly. After this, click the Connect OAuth button below and complete the connection between Bookly and Zoom.
13. Give permission to your app to access and manage information by clicking on the Allow button.
14. Go to the Services section in Bookly. Select a service and click Edit > Advanced > Create online meetings and select Zoom from the dropdown menu to enable the connection.
Note that a Zoom video meeting link will be added to any appointment and a staff member with the selected service.
15. You can set up personal Zoom accounts for every staff member. To do this, an account owner should first add a staff Zoom account under User Management > Users in Zoom.
Then, click on the Connect button on a staff member profile > Advanced > Zoom integration > OAuth 2.0 and log into an employee account.
16. Go to Email/SMS Notifications and insert the {online_meeting_url} code in the body of your email template to include the auto-generated link to your notification(s).
You can also use the following codes:
{online_meeting_start_url} – start URL is for the meeting host to launch a meeting.
{online_meeting_join_url} – join URL for meeting attendee.
{online_meeting_password} – auto-generated meeting password.
Zoom has different options concerning the number of hosts you can use in your account. For more details, see this link.
It’s not necessary for your staff members to enter Zoom before starting the appointment. But if you want to do it, you need to set it up in your Zoom account.
Google Meet
Video conference with Google Meet is available for anyone with a Google Account. A meeting link will be created for those staff members who have Google Calendar sync configured.
Set up integration
1. Go to Services > Edit > Advanced tab. In the Create online meetings drop-down, select Google Meet.
2. Go to Email/SMS Notifications and insert the {online_meeting_url} code in the body of your template to include the auto-generated link to your notification(s).
Note
All employees who have Google Calendar integration and are assigned to the service with the Google Meet option enabled, will automatically receive an online meeting URL when a new appointment is created via Bookly (if the {online_meeting_url} code is included in your confirmation emails and SMS notifications).
Jitsi Meet
To use Jitsi Meet service for online meetings, simply select this option in Edit service > Advanced tab > Create online meetings. The unique meeting link will be generated automatically. In Email/SMS Notifications, insert the {online_meeting_url} code in the body of your template.
Please note that starting on August 24th, the anonymous creation of rooms on meet.jit.si is no longer supported. It is now necessary for at least one person, who serves as the moderator, to authenticate their identity via Google or Facebook.
You can find more detailed information here.
In Settings > Online Meetings, you can specify a custom Jitsi server used for online meetings.
BigBlueButton
BigBlueButton is an open-source web conferencing system that can be hosted on your own server. This software is designed for online learning.
Set up integration
1. First, you must install BBB on a dedicated server or use the hosting services for BBB. Read here how to install BBB.
2. Go to Settings > Online meetings > BigBlueButton. To find your URL and Secret, connect to the server (e.g., via SSH) with hosted BBB and execute the following command in console: bbb-config --secret.
3. Use the data received in the form.
4. In Bookly > Services, select the service and click Edit > Advanced > Create online meetings. Pick BigBlueButton from the dropdown menu to enable the connection.
5. Go to Email/SMS Notifications and insert the {online_meeting_url} code in the body of your template to include the auto-generated link to your notification(s).
{online_meeting_start_url} – meeting link for a moderator.
{online_meeting_join_url} – meeting link for attendees.
{online_meeting_url} – meeting link for attendees.
Meeting link in Bookly booking form
You can display an online meeting link at the last step of the booking process. Go to Appearance > Done step, click on the underlined text to edit the wording, use the {online_meeting_url} in the 'booking complete' message.
Meeting link in Bookly admin panel
When a new appointment is scheduled, Bookly will display a unique video meeting link in Appointments > Online meeting column (press + for non-widescreen monitors).
Open the appointment details to view and copy the meeting link.
If you want to edit the meeting link in the appointment details, you will need to delete the existing appointment and create a new one.
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