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Online Meetings (Zoom)

With the release of Bookly PRO v2.5, 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 only supports integration with Zoom, but 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 JWT as the app type and click on Create.

6. After creating your app, fill out descriptive and contact information.

7. Go to App Credentials tab and look for the API Key and API Secret. Use them in the form on the settings page.

8. Once you've copied over your API Key and Secret, go to Activation tab and make sure your app is activated.

9. Go to Bookly > Services. Select the service and click Edit > Advanced > Create online meetings and select Zoom from the dropdown menu to enable the connection.

bookly-pro-zoom-integration-01.png

10. 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).

bookly-pro-zoom-integration-02.png

11. You can display the Zoom 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.

bookly-pro-zoom-integration-03.png

When a new appointment is scheduled, Bookly will display the unique Zoom online meeting link in Appointments > Online meeting column (press + for non-widescreen monitors).

bookly-pro-zoom-integration-04.png

Open the appointment details to view and copy the Zoom meeting link.

bookly-pro-zoom-integration-05.png

If you want to edit the Zoom link in the appointment details, you will need to delete and create a new appointment.

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.

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