Appointment Booking Calendar - Integration - Scheduling Zoom Meetings


Scheduling Zoom Meetings Via Calendar

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What is This Feature?

With Appointment Booking Calendar it's possible to schedule Zoom meetings directly from Booking Calendar. 

Every new booking will generate a corresponding Zoom call.

What is Zoom

Zoom is a conferencing platform that supports audio, video and screen sharing. Learn more: Zoom

Limitations

  • Only 100 meeting requests every 24 hours
  • Every calendar requires a unique Zoom app
  • The expiration time for the `start_url` field is two hours for all regular users.

Settings

In order to use this feature, you must following steps. 

How to get Zoom API

This step is required once per calendar.

Zoom Resource

Zoom as a detailed guide on this: Server-to-Server OAuth app

Below we list what's important to our plugin.

Access the marketplace.zoom.us and login to your Zoom account. Choose Develop → Build App.

Creating new App in Zoom - Best WordPress Scheduling Plugin
Creating new App in Zoom

When prompted over which app type to create, choose Server to Server OAuth App and click Create:

Choosing App type - WordPress Scheduling Plugin
Choosing App type

Add a name for your app and click Create:

Adding a name - Appointment Scheduling Plugin WordPress
Adding a name

On the following screen, under the App Credentials tab, you can see and copy the following:

  • Account ID
  • Client ID
  • Client Secret

You will need to paste all these details in the relevant plugin settings.

Copying Account ID, Client ID and Client Secret - WordPress Calendar Booking Plugin
Copying Account ID, Client ID and Client Secret

To finish setting up the app, you also need to do a few more steps.

Head to the Information tab and fill the following fields:

  • Company Name
  • Name
  • Email
Filling the basic information - WordPress Scheduling Plugin
Filling the basic information

Next, head to the Scopes tab and click + Add Scopes:

Adding scopes - Appointment Scheduling Plugin WordPress
Adding scopes

There you need to find and add the following scopes:

  • Create invite links for a meeting (meeting:write:invite_links:admin)
  • Create a meeting for a user (meeting:write:meeting:admin)
  • Delete a meeting (meeting:delete:meeting:admin)
Adding needed scopes - Event Booking Calendar WordPress Plugin
Adding needed scopes

After it's done, you can check and manage added scopes:

List of added scopes - WordPress Calendar Booking Plugin
List of added scopes

And last step, head to the Activation tab and click the button Activate your app:

Activating the app - Booking Plugin WordPress
Activating the app

If everything was done right, you will see a message that your app is activated:

App is activated - WordPress Plugin for Scheduling Consultations
App is activated

Connecting Calendar to Zoom

Edit a calendar. Locate and enable the option Schedule Zoom meetings. A few new options will appear under it.

Connecting calendar to Zoom - Booking Plugin WordPress
Connecting calendar to Zoom

You will see the fields Zoom Account ID, Zoom Client ID and Zoom Client Secret. Paste the values there.

Filling needed fields to connect to Zoom - WordPress Plugin for Scheduling Consultations
Filling needed fields to connect to Zoom

You can test the connection by pressing the Test button.

Testing Zoom connection - Best WordPress Scheduling Plugin
Testing Zoom connection

One Zoom Link to Event for Multiple Visitors

Using the option Booking Spots you can allow to book one slot to more than one client in :

Specifying the amount of spots for each booking slot - Appointment Booking Calendar
Specifying the amount of spots for each booking slot

To generate one unified Zoom link for all participant of that event, you need to enable the option Create one zoom link to event.

Creating one zoom link to event - WordPress Scheduling Plugin
Creating one zoom link to event

Note: this option was introduced in version 1.8.1.

Adding Zoom Info to Email Notifications

Don't forget to add the Zoom link to notifications, otherwise users will not receive it.

The placeholder {booking-zoom-link} will be replaced by the Zoom link attached to that booking.

Learn more:

Adding a link to the email notification - Appointment Scheduling Plugin WordPress
Adding a link to the email notification

Appointment Booking Calendar - Appointments - Appointments Notifications

TIP: Calendars With and Without Zoom

Email templates apply to all calendars, whether they have Zoom integration or not.

In calendars without Zoom integration, the {booking-zoom-link} placeholder will show different labels. You can configure them from the Labels settings.

Zoom labels - Event Booking Calendar WordPress Plugin
Zoom labels

Admin - Finding The Zoom Link

The admin can review the Zoom link of all bookings at any time by simply checking its Details.

Checking booking details - WordPress Calendar Booking Plugin
Checking booking details

And then the Booking metabox, where the Zoom meeting link is located.

Where to find the link to the Zoom meeting - Booking Plugin WordPress
Where to find the link to the Zoom meeting

More information about the Appointment Booking Calendar plugin for WordPress

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