Calendars and video conferencing
An automatic video link for each appointment
In a type, choose Zoom, Google Meet or Teams: a unique meeting is created for each confirmed appointment.
What it is for
No more pasting links by hand: each appointment gets its meeting, moved or deleted along with it.
Before you start
At least one connected provider (Connect Zoom (meetings and webinars), Connect Google Meet or Use Microsoft Teams).
Step by step
- In Types, open the type with Edit.
- Set Location to Video call.
- Under Automatic video conferencing link, choose the provider (“None” keeps the link pasted in Details).
- Click Save.
Expected result
The link appears in the confirmation email, in the connected calendar and on the client’s “Your appointment” page.
Tips
- Providers that are not connected are marked “(not connected)”.
- The
{visio}variable of an automation gives this link (Create automations (email and SMS)).
Common problems
- The choice does not appear.
- The type’s location is not “Video call”.
- The email has no link.
- Creating the meeting failed: check the provider’s status.