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Online Meetings (Zoom, Google Meet)

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 and Google Meet, 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 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.

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10. You can set up personal Zoom accounts for every staff member in Staff Members > Edit staff > Advanced > Zoom.

bookly-pro-zoom-01.png

11. 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-online-meeting-03.png

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.

bookly-pro-online-meeting-04.png

2. 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).

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).

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.

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Meeting link in Bookly admin panel

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

bookly-pro-online-meeting-01.png

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

bookly-pro-online-meeting-02.png

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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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