Zoho Meeting Integration | Help - Zoho Bookings

Zoho Meeting Integration

Super Admins and Admins can enable Online Meeting for a Service. Managers & Staff will not have access to this information.
Zoho Bookings allows you to offer services online by integrating seamlessly with  Zoho Meeting. Zoho Meeting is our in-house collaboration tool that helps businesses connect with customers online securely.
This integration requires a Zoho Meeting account with a suitable plan to set up online meeting.

The Flow

                             

Setting up Zoho Meeting

Creating an Online Meeting for a One-on-One service with Zoho Meeting follows the steps below:
  1. Enable the integration
  2. Choose Preferred Meeting Mode
  3. Add users to Zoho Meeting
  4. Book an Appointment
  5. Connect through meeting link

I. Enable the integration

The first step in the process is to authorize the account and enable the integration with Zoho Meeting.
  1. Click Integration on the top right corner and choose Video Conferencing. Zoho Meeting shows up under the  Tools Available section.



  2. Hover over Zoho Meeting. A button titled "Enable"  appears over the card. Click Enable.



  3. A pop up appears asking for acceptance. Click Accept.



  4. You will be redirected to Video Conferencing integrations page. Zoho Meeting is now enabled.



II. Choose Preferred Meeting Mode

Note: A staff will be able to conduct an online meeting only when he/she is added as a user in Zoho Meeting.
To choose Zoho Meeting for a new service
  1. Click the Quick Add icon  on the top right corner and select Service.



  2. Fill in the required details to add a new service. Choose Zoho Meeting in the Preferred Meeting Mode dropdown and click Save.



  3. A service is created with Zoho Meeting as the Preferred Meeting Mode



To choose Zoho Meeting for an existing service
  1. Go to Services --> Click the required service ---> Service Information. 
  2. Click the Edit icon near Preferred Meeting Mode and select Zoho Meeting from the dropdown and click Save.



Note: The choice for Preferred Meeting Mode is retained even when Zoho Meeting integration is disabled and enabled again.
      

III. Add users to Zoho Meeting

Once the integration is enabled, it is necessary for the users in Zoho Bookings to be members of Zoho Meeting to be able to conduct online meetings. Let us see how the below staff in Zoho Bookings can be added as a user in Zoho Meeting.
  1. Login to Zoho Meeting.

  2. Navigate to  Settings User Management. Click  Add User .



  3. A pop up appears. Enter the email of the Staff in Zoho Bookings to be invited and other details. Click Add.



  4. Once the staff accepts the email invite, they will be added as a user in Zoho Meeting.
To be performed by the Zoho Bookings staff once the invitation to join the organization is sent by the admin.
  1. The staff receives the below email.

  2. Click the link to join the organization. The user is added to the organization as a user. They are ready to conduct online meetings whenever appointments are booked with them in Zoho Bookings.

    Note: If the staff already has an account with Zoho, they will have to sign in. If they do not have an account, they will have to sign up.

IV. Book an appointment

Appointment for the offered services(with Online Meeting) can be booked as a Guest User  or as a Customer Portal User.
The appointment summary page displays the meeting details along with the online meeting link.



Once the online appointment is booked, the meeting(s) shall start reflecting the corresponding details.
  1. The Online Meeting for the booked appointment appears as an Upcoming Meeting in Zoho Meeting.



  2. Click on the Meeting to view details.


Once the appointment is booked, email notifications can be set to be sent to both the Staff and/or the Customer on booking, rescheduling and cancellation of appointments.

Email notification for Staff

      

Email notification for Customer

      

The designated Staff can  conduct the meeting. The participant(s) can join the meeting and start collaborating.

Plans supporting this feature

Product/Service
Applicable Plans
Zoho Bookings
Basic/Premium
Zoho Meeting
All

Note: You can view all the pricing plans for Zoho Bookings here.


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