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VivoMeetings Integration

The VivoMeetings Integration add-on for Booknetic enables businesses to schedule and manage virtual meetings directly from the Booknetic platform. By integrating VivoMeetings with Booknetic, appointments booked through Booknetic are automatically linked to a unique meeting room, simplifying the process for virtual consultations or meetings.

Prerequisites

Before you begin setting up the VivoMeetings Integration, ensure the following:

  1. VivoMeetings Add-On: The VivoMeetings add-on must be installed and activated on your Booknetic.
  2. VivoMeetings Account: An active account with VivoMeetings is required to use the integration.

Steps to Integrate VivoMeetings with Booknetic

Step 1: Create a VivoMeetings Account

  1. Visit VivoMeetings.com and create a free account if you don’t have any, or log in to your existing account.

Step 2: Enable VivoMeetings Integration in Booknetic

  1. In your Booknetic Admin Panel, navigate to Settings > Integrations.

  1. Find VivoMeetings in the list and toggle to enable the integration.

  1. Configure the conference subject, agenda fields and choose which appointments should be appear on VivoMeetings . You can use available shortcodes for dynamic content in the mentioned fields.

Step 3: Link Staff Profile to VivoMeetings

  1. Go to the Staff module in the Booknetic Admin Panel.

  1. Edit a staff member’s profile.

  1. Click on Log In to VivoMeetings.

  1. Click Authorize to connect the staff member’s profile to their VivoMeetings account.

Step 4: Enable VivoMeetings for Services

  1. Navigate to the Services module.

  1. Edit the service for which you want to enable VivoMeetings.

  1. Toggle the VivoMeetings option to enable the integration for that service.

Step 5: Add VivoMeetings Link to Notifications

  1. Go to the Workflows module.

  1. Create or edit an existing workflow.

  1. Add the {vivomeetings_room_url} shortcode to the notification content. This will automatically populate with the unique Vivomeetings URL for the appointment.

How It Works

Once the integration is complete, Booknetic will automatically create a VivoMeetings meeting link for every appointment that has VivoMeetings enabled. The meeting link will be included in the confirmation notifications to both customers and staff.

Customer and Staff Workflow

  1. Booking an Appointment: When a customer books an appointment, Booknetic will automatically create a VivoMeetings meeting link.
  2. Receiving the Meeting Link: Both the customer and staff will receive an email containing the link to the meeting room.
  3. Joining the Meeting: When the scheduled time arrives, customers and staff can click the link to join the VivoMeetings room.

Troubleshooting

If you encounter issues with the VivoMeetings integration, consider the following:

  1. Ensure Proper Authorization: Make sure the staff member’s profile is correctly authorized with VivoMeetings.
  2. Verify Shortcodes: Ensure that the {vivomeetings_room_url} shortcode is correctly placed in your workflow notifications.
  3. Check API Credentials: Ensure that the API credentials are properly configured and active in the Booknetic integration settings.

Settings