Zoom integration

We are very excited to introduce our Beta Zoom integration. 

With this first release, you can:

  • Integrate a single Zoom account into YouCanBook.me
  • Generate a unique meeting link for each booking
  • use the shorthand codes {ZOOM-LINK} and {ZOOM} in all of your communications with your booker

Future releases will support:

  • Connecting multiple Zoom accounts for the Teams feature
  • Using Units per slot with Zoom for group calls

Here's how to get set up on this beta release:

Integrate your Zoom account

On the Integrations page, scroll down to the integrate with additional services section and click the Connect button under Zoom. 

Zoom will ask you to authorize the connection. You'll need to first be logged into your Zoom account in your browser window.

Your Zoom account is now integrated into YouCanBook.me and ready to use!

Generate a unique Zoom meeting link

From your YouCanBook.me Dashboard, and select the booking profile you want to use. Under Notifications & workflow > Calendar Events select the option to create a virtual meeting using zoom. 

For each booking it will now generate a unique meeting link just for that booker and add it to the event location of your calendar event. If you have Invite participants to your calendar event toggled on, the new booking will be added to your bookers calendar, along with the unique Zoom link. 

Using {ZOOM-LINK} and {ZOOM} in your confirmation emails

You can use the shorthand code {ZOOM-LINK} in your confirmation and reminder emails to your booker, and it will send them the same unique Zoom link. Hyperlink the text using Markdown.

You can also just use the shorthand code {ZOOM} to display a clickable link in your emails and SMS messages.

When you receive a booking, this link will generate a unique meeting link for your booker. 

Activate the meeting link

As part of the beta release, the new Zoom link will not appear in your Zoom dashboard. This may be a part of future releases.

The zoom meeting link is activated within 1 hour of the start of the appointment, as soon as the booker accesses your meeting link. This ensures we only generate meetings when they are needed. Clicking on the link more than 1 hour before the start of the appointment will show a message that the meeting has not started yet.

You can create a reminder email or SMS 1 hour before the appointment to yourself to activate the Zoom link, or send a reminder to your booker with the {ZOOM} link so they remember to log in and join your session. 

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