Zoho Meeting Integration
Super Admins and Admins can enable Online Meeting for a Service. Managers & Staff will not have access to this information.
This integration requires a Zoho Meeting account with a suitable plan to set up online meeting.
The Flow
Watch how it's done
Setting up Zoho Meeting
- Enable the integration
- Enable online meeting
- Add users to Zoho Meeting
- Book an Appointment
- Connect through meeting link
I. Enable the integration
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Click Integration on the top right corner and choose Video Conferencing. Zoho Meeting shows up under the Tools Available section.
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Hover over Zoho Meeting. A button titled "Enable" appears over the card. Click Enable.
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A pop up appears asking for acceptance. Click Accept.
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You will be redirected to Video Conferencing integrations page. Zoho Meeting is now enabled.
II. Enable Online Meeting
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Click the Quick Add icon on the top right corner and select Service.
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Fill in the required details to add a new service.
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Set the Create Online Meeting toggle to Yes. Click Save.
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A service is created with Online Meeting "Enabled".
- Go to Services --> Click the required service ---> Service Information.
- Set the toggle Create Online Meeting to Yes.
Note: The choice for Online Meeting ("Enabled" or "Disabled") is retained even when Zoho Meeting integration is disabled and enabled again.III. Add users to Zoho Meeting
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Login to Zoho Meeting.
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Navigate to Settings > User Management. Click Add User .
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A pop up appears. Enter the email of the Staff in Zoho Bookings to be invited and other details. Click Add.
- Once the staff accepts the email invite, they will be added as a user in Zoho Meeting.
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The staff receives the below email.
- 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
V. Connect through meeting link
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The Online Meeting for the booked appointment appears as an Upcoming Meeting in Zoho Meeting.
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Click on the Meeting to view details.
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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