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Integrating FlexBooker with Zoom
Integrating FlexBooker with Zoom

Zoom meetings integration enables automatic scheduling of Zoom meetings when customers book appointments with you.

Nicole Ventic avatar
Written by Nicole Ventic
Updated over a week ago

Do you meet with clients remotely? Have a Zoom account? FlexBooker can automatically include meeting details in the confirmation and reminder messages that are sent to clients. We will create the meeting right in your Zoom  account, then include the conference details directly in the confirmation and reminder emails.

Here's how to get set up:

First, go to Set Up > Integrations > Online Meetings > Zoom:

Click the link to connect your Zoom account.This will prompt you to log into your Zoom account and give permission to FlexBooker to access it.

Add in special merge tags into your email confirmation and reminder templates

When an appointment is created, if the MeetingUrl or MeetingConferenceInfo tags are present in the confirmation email, a Zoom meeting will be automatically created in your account. The meeting details will replace the two merge tags you have inserted into the email template.

[MeetingUrl] will simply be replaced by a direct link to the Zoom meeting.
[MeetingConferenceInfo] will be replaced by the phone-in details for the Zoom meeting.

To uninstall the Zoom integration: 

  1. Login to your Zoom account and navigate to the Zoom App Marketplace

  2. Click Manage > Installed Apps or search for FlexBooker

  3. Click the FlexBooker app

  4. Click Uninstall

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