Zoom Integration: Difference between revisions

No edit summary
No edit summary
Line 1: Line 1:
<p class="no-margin">
<p class="no-margin">
The SimplyMeet.me Zoom integration automates your clients' booking by generating a unique video conference link for every meeting.
The SimplyMeet.me Zoom integration automates your clients' booking by generating a unique video conference link for every meeting.
</p>
<p class="no-margin">
</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.
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 class="no-margin">
</p>
</p>
<p class="no-margin">
<p class="no-margin">
<strong>Note:</strong> Zoom integration is a [https://harmonizely.com/pricing PRO plan] feature. It works with the Zoom free plan.
<strong>Note:</strong> Zoom integration is a [https://harmonizely.com/pricing PRO plan] feature. It works with the Zoom free plan.
</p>
<p class="no-margin">
</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>
Line 18: Line 12:
1. Go to  
1. Go to  
[https://marketplace.zoom.us Zoom App Marketplace] and search for <strong>SimplyMeet.me</strong> app.
[https://marketplace.zoom.us Zoom App Marketplace] and search for <strong>SimplyMeet.me</strong> app.
</p>
<p class="no-margin">
</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 class="no-margin">
</p>
</p>
<p class="no-margin">
<p class="no-margin">
3. Click
3. Click
<strong> Visit Site to Install</strong> button to return to SimplyMeet.me Zoom Integration page.
<strong> Visit Site to Install</strong> button to return to SimplyMeet.me Zoom Integration page.
</p>
<p class="no-margin">
</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 class="no-margin">
</p>
</p>
<div class="intercom-container">
<div class="intercom-container">
Line 45: Line 31:
5. In your Meeting Types, choose the  
5. In your Meeting Types, choose the  
<strong>Create a Zoom meeting </strong>option from the <strong>Location </strong>dropdown.
<strong>Create a Zoom meeting </strong>option from the <strong>Location </strong>dropdown.
</p>
<p class="no-margin">
</p>
</p>
<div class="intercom-container">
<div class="intercom-container">
Line 53: Line 37:
<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 class="no-margin">
</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 class="no-margin">
</p>
</p>
<div class="intercom-container">
<div class="intercom-container">
Line 67: Line 47:
<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 class="no-margin">
</p>
</p>
<div class="intercom-container">
<div class="intercom-container">
Line 76: Line 54:
<p class="no-margin">
<p class="no-margin">
Note that if your Zoom links are not generated it's because the 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.
Note that if your Zoom links are not generated it's because the 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.
</p>
<p class="no-margin">
</p>
</p>