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
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:
- Login to your Zoom account and navigate to the Zoom App Marketplace
- Click Manage > Installed Apps or search for FlexBooker
- Click the FlexBooker app
- Click Uninstall
Have questions or feedback? Please click the chat icon in the bottom-right corner. We'd love to hear from you.