Zoom Integration

Zoom Integration:

To integrate Zoom with the BookingPress, first, you will have to get and activate the Zoom Integration Addon from BookingPress -> Addons.

After the addon is activated, you will have to enter the “Account ID”, “Client ID” and “Client Secret” to set up the integration.

How to get Account ID, Client ID, and Client Secret?

• Login to Zoom App Marketplace.
• After logging in, hover over the Develop dropdown from the Top Right corner of the page and click on Build App.

• Set the name for your Server-to-Server OAuth app and Click on the Create button.

• Now, you can find and copy your Account ID, Client ID, and Client Secret from the Created Application configuration.

• Now, go to the Scopes Section, and click on the Add Scopes Button

• To add Scopes for Meeting simply Click on Meeting > View all user meetings > Here select Scopes such as View a meeting, View a user's meetings, and View a user's upcoming meetings. Furthermore, head over to Meeting > View and manage all user meetings > Here select Update a meeting, Delete a meeting, Create invite links for a meeting and Create a meeting for a user.

• Similarly for User Scopes head over to Users > View all user information > and select the scopes : View a user's token, View a user, and View users. You can check all the scopes below that are added.

Once the Scopes are added, go to Activation section and click on Activate you app button and your Zoom Application is ready to integrate.

Copy the Zoom application credentials and add them at BookingPress -> Settings -> Integrations ->Zoom

Event Settings:

Copy and Enter the title from placeholders from the “Insert Placeholder” dropdowns to generate the Event Title dynamically according to your requirement.

Event Description:

Same way you will also be able to write a custom description on your own with the help of the placeholders.

Insert Placeholders:

You will be able to select different required placeholders from different sections:

• Customer
• Company
• Service
• Staff Member
• Appointment

1. Customer:

-> Under the customer section you will be able to copy the following Placeholders:

• %customer_email% : This placeholder will help to get the customer’s Email
• %customer_first_name% : This placeholder will help to get the customer’s first name.
• %customer_full_name% : This placeholder will help to get the customer’s full name.
• %customer_last_name% : This placeholder will help to get the customer’s last name.
• %customer_note% : This placeholder will help to get the customer’s note.
• %customer_phone% : This placeholder will help to get the customer’s phone number.

2. Company:

-> Under the company section you will be able to copy the following Placeholders:

• %company_address% : This placeholder will help to get the Company’s address.
• %company_name% : This placeholder will help to get the Company’s name.
• %company_phone% : This placeholder will help to get the Company’s contact number.
• %company_website% : This placeholder will help to get the Company’s website.

3. Service:

-> Under the service section you will be able to copy the following placeholders:

• %service_name% : This placeholder will help to get the Service’s name.
• %service_duration% : This placeholder will help to get the Service’s time duration.

4. Staff Member:

-> Under the Staff Member section you will be able to copy the following placeholders :

• %staff_member_email% : This placeholder will help to get the Staff Member’s email address.
• %staff_member_first_name% : This placeholder will help to get the Staff Member’s First Name.
• %staff_member_full_name% : This placeholder will help to get the Staff Member’s Full Name.
• %staff_member_last_name% : This placeholder will help to get the Staff Member’s Last Name.
• %staff_member_phone% : This placeholder will help to get the Staff Member’s Contact Number.

5. Appointment:

-> Under the Appointment section you will be able to copy the following placeholders :

• %appointment_date% : This placeholder will help to get the particular date of the booked appointment.
• %appointment_date_time% : This placeholder will help to get the particular date and time of the booked appointment.
• %appointment_duration% : This placeholder will help to get the particular duration of the booked appointment.
• %appointment_start_time% : This placeholder will help to get the Starting Time of the booked appointment.
• %appointment_end_time% : This placeholder will help to get the Ending Time of the booked appointment.
• %appointment_amount% : This placeholder will help to get the particular Amount of the booked appointment.
• %appointment_status% : This placeholder will help to get the Status(whether approved, pending, rejected, etc…)  of the booked appointment.