Integration with Zoom
- This feature integrates Zoom with Bookify, allowing users and staff to easily schedule and manage appointments via Zoom.
Back-End Settings
- To integrate Zoom with Bookify, you must create an OAuth app.
- Go to the Zoom Marketplace and complete the sign-up process.
- Navigate to the Develop drop-down and select the Build app option.
- Once you click, a new window will open; choose the Server-to-Server OAuth App option.
- Next, click the Create button.
- Next, enter the app name and click the Create button to proceed.
- Once the app is created, the admin will be taken to a page showing the app credentials.
- Copy the Account ID, Client ID, and Client Secret.
Please note: Keep a copy of your app credentials in a safe place—they’ll be required in upcoming steps.
- Next, click the Continue button to proceed.
- Now, fill in the app details and provide the developer’s contact information.
- Click the Continue button to proceed.
- Skip the Feature section and click the Continue button.
- Now, in the Scopes section, click the Add Scopes button.
- Once clicked, a window will pop up. Select the Meeting option.
- Next, click on View all user meetings to expand the dropdown.
- Select the View a user’s meeting sub-option.
- Now, click on View and manage all user meetings to expand the dropdown.
- Under View and Manage All User Meetings, select the following sub-options:
- Update a Meeting
- Delete a Meeting
- Create a Meeting for a User
- Next, navigate to the User option.
- Click on View all user information to expand the dropdown.
- Select the View users option.
- Once done, click the Done button.
- All selected scopes will be displayed here.
- Click the Continue button to proceed.
- Finally, click the Activate your app button.
- Upon app activation, the admin will see the notification.
- Next, integrate Zoom with Bookify by navigating to Admin Dashboard > Bookify > Settings.
- Go to the Integration Settings tab.
- Navigate to the Zoom section.
- Now, paste the Account ID, Client ID, and Client Secret copied in the previous steps into their respective fields.
- Enter the meeting title.
- Next, enter the meeting agenda. You can customize it using the placeholders available in the placeholder dropdown menu below.
- Enable the Create Meetings for Pending Appointments option to automatically generate Zoom meetings for appointments marked as pending. In this case, we are turning it on.
- Once done, click the Save button.
- Now, navigate to the Admin Dashboard > Bookify > Services.
- Create a Zoom service and activate the Enable Zoom Meeting toggle.once done, click the Save button.
- The Zoom service has been created.
- Now, navigate to the Admin Dashboard > Bookify > Staff.
- Add or edit a staff member.
- Click on Zoom User and select the Zoom email associated with your Zoom App Marketplace login.
Please note: In this setup, we’re using a personal Zoom account, which allows linking only one staff member to one Zoom account. To connect multiple staff members, you’ll need to go to the Zoom Application > Admin > Add Users and upgrade your Zoom plan accordingly.
- Once done, click the Update button.
System Impact
- Log in to the website using the customer account.
- Book a Zoom service appointment.
- The user can view their appointment by navigating to the page where the admin has added the [bookify_appointments] shortcode.
- The user can join the Zoom meeting by clicking the Join Now button.
- Clicking the Join Now button will launch the Zoom meeting.
- To cancel an appointment, the user simply needs to click the Cancel Appointment button.
Note: Once the admin confirms the appointment from the backend, the user will no longer be able to cancel it.
- The Join Now button is available for this appointment because the Create Meetings for Pending Appointments option is enabled under Admin Dashboard > Bookify > Settings > Integration. If this option is disabled, the Join Now button will not be displayed.
- On the admin side, administrators can view and update the status of appointments. To do this, go to WordPress Admin Dashboard > Bookify > Appointments.
- In the Appointments section, the admin can view all scheduled meetings along with the corresponding Zoom links. To manage each meeting, the admin is provided with two key actions: Start Now and Join Now. The Start Now button is used to officially launch the Zoom session—until this action is taken, the meeting remains inactive. The Join Now button allows the admin to enter the meeting as a participant, but it only works once the session has been started. If either the admin or a customer tries to join before the meeting is initiated, they will encounter Zoom’s waiting screen. To ensure a smooth experience for all participants, the admin must click Start Now to activate the session before anyone can successfully join.
- To change the status of an appointment, the admin can use the Edit icon under the Action section.
- To delete an appointment, click the Delete icon under the Actions section.
