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Integration with Zoom in Appointy 9.0

  • Updated

This article covers the following topics:

Installation

  • How to connect your Appointy account with Zoom?
  • How to deactivate the Zoom integration in Appointy?
  • How can you revoke your Zoom integration with Appointy?

Usage

  • How does Zoom integration work?
  • Zoom and multiple users
  • How can you as an admin or a staff view the Zoom meeting link in the admin or staff interface?
  • How can you add the Zoom meeting link in the notification email sent to your clients?
  • Where will the client see the Zoom meeting link?
  • How can you disable a service or a staff member from being booked online for Zoom meetings?
  • How can I take group bookings on Zoom using Appointy?

Troubleshooting

  • What are the problems that occur when you link a single Zoom account with multiple Appointy accounts?

Contact Support

  • What kind of support does Appointy provide and who is eligible for it?
  • Support Timings
  • Link to create a support case
  • Link to our support channels

 

Please note that Zoom API has a daily rate limit of 100 requests per day. Therefore, only 100 meeting requests are permitted within a 24-hour window for a user. The 100 meetings for every 24-hour window are renewed and credited at 00:00 hours for each day.

 

Once you exceed the daily meeting limit, you will get the following error:

System.Exception: {"code":429,"message":"You have exceeded the daily rate limit (100) of Meeting Create/Update API requests permitted for this particular user. You may resume these requests at GMT 00:00:00."} at Services.ZoomService.AddEvent(Order order, Int32 businessId, ZoomBusinessData zoomBusinessData) in /app/Services/ZoomService.cs:line

 

To know more about the Zoom API daily meeting limit, click here.

 

 

Installation

How to connect your Appointy account with Zoom?

You can connect any Zoom account with Appointy to automatically create virtual meetings for appointments that clients schedule through Appointy. The following steps will guide you to integrate your Zoom account with Appointy:

  1. Log into your Appointy admin account.
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  2. Click on the ‘Marketplace’ tab from the toolbar appearing on your left.
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  3. Click on ‘Zoom Meetings’.
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    Zoom_step_1.png
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  4. Click on the ‘Connect’ button appearing at the top-right corner of your screen.
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    Step_2.png
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  5. Log into your Zoom account and click on ‘Allow’ to permit Appointy to integrate with your Zoom account.
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    zoom_step_3.png
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  6. Once you log into your Zoom account, you will get an option to select the online services and the staff members that you want Appointy to create virtual meetings for.
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    zoom_step_4th.png

 

How to deactivate the Zoom integration in Appointy?

Here's how you can deactivate the Zoom integration in your Appointy account without unlinking it from Appointy:

  1. Log into your Appointy admin account.
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  2. Click on the ‘Marketplace’ tab from the toolbar appearing on your left.
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  3. Click on ‘Zoom Meetings’.
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  4. You will see a toggle button on the right against 'Active'. Turn off the toggle button to deactivate your Zoom integration in Appointy.
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    Deactivate.png

 

How to revoke your Zoom integration with Appointy?

In order to revoke/cancel the Zoom integration with your Appointy account, follow the below given steps:

  1. Log into your Appointy admin account..
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  2. Click on the ‘Marketplace’ tab from the toolbar appearing on your left.
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  3. Click on ‘Zoom Meetings’.
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  4. Click on the 'Revoke' button appearing at the top-right corner of your screen to cancel/unlink Zoom integration with your Appointy account.
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    Revoke.png

 

Usage

How does Zoom integration work?

When clients book appointments, Appointy will create new meetings in Zoom and when appointments are rescheduled or canceled, Appointy will update your existing meetings in Zoom. Adding Notes and Status to an existing appointment will not get updated in Zoom.

Whenever a client books an online meeting with you, the booking confirmation email will include a meeting link instead of the business address location. If the appointment is booked for an on-premise service, then your business address will be displayed.

 

Zoom and multiple users

Only the main Appointy admin can connect their Zoom account by going to the Marketplace tab in the toolbar.

If the Zoom account has multiple users, the main Appointy admin can choose which staff calendars should create meetings for which Zoom user.

 

How can you as an admin or a staff view the Zoom meeting link in the admin or staff interface?

When you click on an appointment from your MySpace area or from the calendar, you will see that the Zoom meeting link is displayed in the appointment details panel on the left side of your screen.

Zoom_meeting_link_against_appointment.png

 

How can you add the Zoom meeting link in the notification email sent to your clients?

You can customize the email template in order to send the Zoom meeting link to your clients in the appointment email notifications that they will receive. Here's how you can do it by following the below-given steps:

  1. Go the Settings tab from the toolbar appearing on your left from your Appointy admin account.
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  2. Click on 'Customize Emails' appearing under the 'Customization' title-head.
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  3. Go to the 'Booking Confirmation' email notification template and click on the small expand icon appearing against it on the right side of the screen.
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    email_custom.png
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  4. Once the email template expands, you will see an 'Edit' icon when you mouseover on the template.
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    Step4.png
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  5. Click on the 'Smarty Tags' button in the formatting toolbar and select 'Meeting Location' from the drop-down.
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    Step5_and_6.png

Once you edit the template, the Zoom meeting link will start appearing in the booking confirmation email that is sent to the clients. Similarly, you can also edit the booking reminder email template to include the Zoom meeting link in the reminder emails sent to the clients.

 

Where will the clients see the Zoom meeting link?

  1. Booking confirmation page
    Once a client books an online service with you, the appointment confirmation page will be displayed which will contain all the appointment details along with the Zoom meeting link.
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    Meeting_link_on_order_summary.jpg
    .

  2. Booking confirmation and other email notifications
    The Zoom meeting link will appear in the booking confirmation email sent to your clients if you have edited the default booking confirmation email template and added the 'Meeting Location' smarty tag in Appointy to include the Zoom meeting links.
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    Similarly, the Zoom meeting link will appear in other email notifications also if you add the 'Meeting Location' smarty tags in other email notification templates.
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    Booking_confirmation_to_client.png

 

How can you disable a service or a staff member from being booked online for Zoom meetings?

Disabling a service or a staff member from being booked online from Zoom meetings is as quick and easy as the integration itself. You can simply unlink a staff or a service with just a click by going to the Zoom integration window in your account. Here's how you can do it:

Disabling a service from getting booked for Zoom meetings online

  1. Click on the 'Marketplace' icon from the toolbar on the right in your Appointy admin account.
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  2. Click on ‘Zoom Meetings’.
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  3. Click on the 'Change' tab appearing on the right against 'All Meetings'.
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    Unlink_service_1.png
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  4. Once you click on the 'Change' tab, a list of services will appear. Uncheck the services that you want to disable from being booked for Zoom meetings online.
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  5. Click on the 'Done' button appearing at the bottom after you have unchecked the services to be disabled.
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    Unlink_service_4.png

 

Disabling a staff member from getting booked for Zoom meetings online

  1. Click on the 'Marketplace' icon from the toolbar on the right in your Appointy admin account.
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  2. Click on ‘Zoom Meetings’.
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  3. In the 'Zoom Meetings' integration window, you will see the staff members that you had previously linked to be able to be booked for Zoom meetings online. Click on the 'Unlink' button against the staff member that you want to disable from being booked for Zoom meetings online.
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    Unlink_the_staff.png

 

How can I take group bookings on Zoom using Appointy?

In order to take group bookings on Zoom, Appointy allows you with an option to share your Personal Zoom ID with your clients so that everyone in group bookings receives the same meeting ID.

The only thing you need to do is check 'Use Personal Meeting ID' when you integrate Zoom with Appointy. This will send your personal Zoom Meeting ID to all the clients when they book any online service or meeting with you.

Zoom_Group_Bookings.png

Note: Your personal Zoom meeting ID will be shared with all the clients who book an online service or meeting with you, whether it is an individual booking or a group booking. You cannot enable sharing an instant meeting ID for individual bookings and personal meeting ID for group bookings.

 

Troubleshooting

What are the problems that occur when you link a single Zoom account with multiple Appointy accounts?

When you link a single Zoom account with multiple Appointy accounts, other Appointy accounts will not get any notification when the Zoom is unlinked from any one of the Appointy accounts it had been linked with. At the same time, synchronization will be disabled from all the Appointy accounts without the user being notified. 

 

Contact Support

What kind of support does Appointy provide and who is eligible for it?

Customer support is accessible to all Appointy users. The level and/or the type of support may differ based on the subscription plan that the user has. 

  • Free Plan
    • Email Support
      .
  • Growth Plan
    • Email Support 
    • Live Chat
      .
  • Professional Plan 
    • Email
    • Live Chat + Guided Screen Share Sessions 
    • Phone
      .
  • Enterprise Plan 
    • Email 
    • Live Chat + Guided Screen Share Sessions 
    • Phone 
    • Dedicated Support Associate

 

Support Timings

  • 24hrs support from Monday to Friday
  • Saturday: 7:30 AM - 3:30 PM PST

1st Response SLA: 12 hrs

 

Link to create a support case

 

Link to our support channels

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