Allow customers to schedule an online Zoom meeting

Video transcript:

In this planyo tutorial we'll show how to set up a project allowing customers to schedule an introductory consultation with a staff member. First let's create a planyo account.

Now let's create a new planyo site.

Add your site name then choose your account type.

You can choose from the fixed fee PRO account or the commission based PRO-COMM account.

We are going to select the site category appointments with staff members.

You can integrate with Zoom, Google Meet and Microsoft Teams.

For this demo we will use the Zoom integration.

You can make the reservation form more compact by deselecting the fields you won't need.

Later on you'll be able to fully customize this.

We are landing on the quick setup page where you can find the most important configuration steps.

We integrate with more than 70 payment gateways but for this demo we won't use online payments and we go with automatic confirmation of reservations.

Let's set the name and description of the bookable resource.

Let's click time-related settings and set up the duration of the call and the working hours.

In this demo we will use a fixed duration of 30 minutes.

If you need a pause between consecutive meetings then set up minimum time between consecutive rentals.

Finally let's set up the Zoom integration.

Click on the link to enable access to your Zoom account and sign into your Zoom account. After enabling access to your account you end up on the integration setup page.

Set the export type to new individual meeting in order to create one-on-one meetings.

Select the status required for creation of a zoom meeting.

You can manage the default settings of your meeting once the zoom setup is done.

Let's go back to the planyo back end and test the process as a customer.

You can easily embed the reservation form into your website but here we'll use a simple link.

Select an available time, then fill out the form.

You can fully customize the booking form if you need other information from the customer.

Since in this demo we used automatic confirmation we directly go to the confirmation page with the zoom links.

This information will be also sent in an email notification.