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.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com

                                                                       
                            



                            





                              You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                  Manage your brands on social media

                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day


                                      Zoho Marketing Automation

                                        Zoho Sheet Resources

                                         

                                            Zoho Forms Resources


                                              Secure your business
                                              communication with Zoho Mail


                                              Mail on the move with
                                              Zoho Mail mobile application

                                                Stay on top of your schedule
                                                at all times


                                                Carry your calendar with you
                                                Anytime, anywhere




                                                      Zoho Sign Resources

                                                        Sign, Paperless!

                                                        Sign and send business documents on the go!

                                                        Get Started Now





                                                                Zoho TeamInbox Resources



                                                                        Zoho DataPrep Resources



                                                                          Zoho DataPrep Demo

                                                                          Get a personalized demo or POC

                                                                          REGISTER NOW


                                                                            Design. Discuss. Deliver.

                                                                            Create visually engaging stories with Zoho Show.

                                                                            Get Started Now










                                                                                                • Related Articles

                                                                                                • Zoho Assist Integration

                                                                                                  Super admins and admins can configure, view and modify the Zoho Assist integration. Managers & Staff will not have access to this information. Zoho Bookings allows support, sales and other customer-facing teams to offer remote consultations through ...
                                                                                                • Zoho CRM Integration

                                                                                                  Super admin and admins can access this integration. Managers and staff cannot access this integration By integrating Zoho Bookings with Zoho CRM, your business can seamlessly centralize customer information in your CRM. The customer details that are ...
                                                                                                • GoToMeeting Integration (via Zoho Flow)

                                                                                                  Super Admins and Admins can enable the integration with GotoMeeting via Zoho Flow. Managers & Staff will not have access to this information. Zoho Bookings allows you to run your business online efficiently by integrating with GoToMeeting via Zoho ...
                                                                                                • Zapier Integration

                                                                                                  Super Admins and Admins can enable Zapier integration. Managers & Staff will not have access to this information. Zoho Bookings partners with Zapier to accomplish your extended integration needs using Zaps. Zapier is an online automation tool that ...
                                                                                                • Microsoft Teams Integration

                                                                                                  What does this page cover? Learn how to integrate Microsoft Teams with Zoho Bookings to conduct virtual meetings. Availability This integration can be accessed by Zoho Bookings users of all plans. Super admin and admin can access this integration. ...
                                                                                                Wherever you are is as good as
                                                                                                your workplace

                                                                                                  Resources

                                                                                                  Videos

                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                  eBooks

                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                  Webinars

                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                  CRM Tips

                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                    Zoho Show Resources