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Integrating your web conferencing software
Integrating your web conferencing software

Automatically generate conference links for each booking

Jared Morse avatar
Written by Jared Morse
Updated over a week ago

This article is for the Legacy version of Appointlet. Click here for the instructions on the most recent app version.

Appointlet supports a number of popular web conferencing systems including, Zoom, and GoToMeeting! In this guide we'll take a look at how to connect with in order to automatically generate meeting links for each booking.  The process for GoToMeeting and Zoom is similar. Let's get started!

You can enable web conferences with a two step process.  The first step is to enable your Meeting Type for web conferencing.

Setting the Meeting Type to be a video conference

On your Meeting Type page, set the Location to be "We'll meet on a video conference" and write an explanation of your choice.

Once that is done, it's time to update the member information for each member.

Connecting the Member to their Account

Head over to the Members section and then click on the name of the member that you wish to participate in web conferences:

Now, once in the member profile scroll down to the Phone & Web Conferencing section and expand it to see this:

For web conferencing, click on the system you wish to connect to. In our case, it's Join.Me. The next screen will allow you to Connect New Account and you'll authorize your conferencing account:

Click Apply and you'll be back at the member screen and see that you are connected!

What if I use a web conference provider that is not listed here?

There is an option to choose "Other Software".  In this option you can add a conference link and dial-in numbers.  

To set up other conferencing systems once again head to the Phone & Web Conferencing section and expand it to see this:

Choose Other Software - the next screen looks like so:

You can choose a connected account and hit Apply or click Connect New Account to open the following window:

Specify your preferred Nickname, Meeting Room URL and Dial-In Number (if applicable). Click the green Save Changes button to complete the process and return to your member configuration page.

What does it look like to customers?

When a customer books with you, they will also receive instructions on how to connect with your web conference. This information will be included in their confirmation and reminder emails as well as calendar events:

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