Zoom Integration: Difference between revisions
Created page with "<p class="no-margin"> The Harmonizely Zoom integration automates your clients' booking by generating a unique video conference link for every meeting. </p> <p class="no-margi..." |
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The | The SimplyMeet.me Zoom integration automates your clients' booking by generating a unique video conference link for every meeting. | ||
</p> | </p> | ||
<p class="no-margin"> | <p class="no-margin"> | ||
When a new meeting is scheduled with SimplyMeet.me, a Zoom video conference link is automatically created and added to the meeting details, calendar and email notifications. | |||
</p> | </p> | ||
<h2 id="getting-started-with-zoom-integration">Getting started with Zoom integration</h2> | <h2 id="getting-started-with-zoom-integration">Getting started with Zoom integration</h2> | ||
<p class="no-margin"> | <p class="no-margin"> | ||
1. Go to | 1. Go to | ||
[https://marketplace.zoom.us Zoom App Marketplace] and search for <strong> | [https://marketplace.zoom.us Zoom App Marketplace] and search for <strong>SimplyMeet.me</strong> app. | ||
</p> | </p> | ||
<p class="no-margin"> | <p class="no-margin"> | ||
2. Locate the | 2. Locate the | ||
<strong>Pre-approve</strong> toggle and enable it (you must be signed in as admin). | <strong>Pre-approve</strong> toggle and enable it (you must be signed in as admin). | ||
</p> | </p> | ||
<p class="no-margin"> | <p class="no-margin"> | ||
3. Click | 3. Click | ||
<strong> Visit Site to Install</strong> button to return to | <strong> Visit Site to Install</strong> button to return to SimplyMeet.me Zoom Integration page. | ||
</p> | </p> | ||
<p class="no-margin"> | <p class="no-margin"> | ||
4. Click the | 4. Click the | ||
<strong>Connect </strong>button in Zoom integration pane. | <strong>Connect </strong>button in Zoom integration pane. | ||
</p> | </p> | ||
<div class="intercom-container"> | <div class="intercom-container"> | ||
[[File: | [[File:Sm zoom connect path new.png|1200px|center|link=https://help.simplymeet.me/images/7/74/Sm_zoom_connect_path_new.png]] | ||
</div> | </div> | ||
<p class="no-margin"> | <p class="no-margin"> | ||
5. In your Meeting Types, choose the | 5. In your Meeting Types, choose the | ||
<strong> | <strong> Zoom </strong>meeting option from the <strong>Video meetings </strong>section. | ||
</p> | </p> | ||
<div class="intercom-container"> | <div class="intercom-container"> | ||
[[File: | [[File:Sm zoom as video meetings tool new.png|1200px|center|link=https://help.simplymeet.me/images/b/b3/Sm_zoom_as_video_meetings_tool_new.png]] | ||
</div> | </div> | ||
<p class="no-margin"> | <p class="no-margin"> | ||
6. Now, when someone schedules a new meeting with you, the Zoom web conference link will be automatically generated. | 6. Now, when someone schedules a new meeting with you, the Zoom web conference link will be automatically generated. | ||
</p> | </p> | ||
<p class="no-margin"> | <p class="no-margin"> | ||
When Zoom integration is enabled and | When Zoom integration is enabled and | ||
<strong>Create a Zoom meeting </strong>option from the <strong>Location</strong> dropdown is selected the <strong>Web conferencing details provided upon confirmation </strong>text will be visible in the Location details. | <strong>Create a Zoom meeting </strong>option from the <strong>Location</strong> dropdown is selected the <strong>Web conferencing details provided upon confirmation </strong>text will be visible in the Location details. | ||
</p> | </p> | ||
<div class="intercom-container"> | <div class="intercom-container"> | ||
[[File: | [[File:Zoom locaton client side booking confirmation.png|1200px|center]] | ||
</div> | </div> | ||
<p class="no-margin"> | <p class="no-margin"> | ||
In the email notifications, the Zoom conference link will be attached to the message. | In the email notifications, the Zoom conference link will be attached to the message. | ||
</p> | </p> | ||
<div class="intercom-container"> | <div class="intercom-container"> | ||
[[File:Zoom link in | [[File:Zoom link in email.png|1200px|center]] | ||
</div> | </div> | ||
<h2 id=" | <h2 id="removal">Removing Zoom integration</h2> | ||
<p class="no-margin"> | <p class="no-margin"> | ||
1. Navigate to <strong>Integrations</strong> tab in your account and click on <strong>Disconnect</strong> button.<br> | |||
2. As well to completely remove the connection please go to <strong>[https://marketplace.zoom.us/user/installed Zoom marketplace]</strong> -> <strong>Manage</strong> -> <strong>Installed apps</strong> and click on <strong>Uninstall</strong> near the SimplyMeet application. | |||
</p> | </p> | ||
<h2 id="troubleshooting">Troubleshooting</h2> | |||
<p class="no-margin"> | <p class="no-margin"> | ||
Note that if your Zoom links are not generated it might happen due to the following reasons: | |||
*Zoom API has a daily rate limit of 100 requests per day. Therefore, only 100 meetings can be created within a 24-hour window for a user. | |||
*Password or Credential Changes: If the password or credentials for the connected Zoom account are updated, the connection breaks. Reconnect Zoom using the updated credentials by following the tutorial above. | |||
*Zoom Account Linked to Another SimplyMeet.me Account: Each Zoom account can only be connected to one SimplyMeet.me account. If it's linked elsewhere, reconnect Zoom as per the tutorial above | |||
</p> | </p> | ||