Insert a videocall URL in appointment notifications
It is possible to automatically send a videoconference link in the appointment notifications. In the appointment confirmation and reminder message templates, it is easy to add a link, potentially with a dynamic part, so that the client can join the videoconference without having to send an email separately.
TABLE DES MATIÈRES
- Insert a videocall URL in appointment notifications
- Location of an appointment
- Microsoft Teams connector
- Google Meet connector
- Zoom connector
- Integration with another videoconferencing platform
- Shortcuts to quickly launch a videocall on mobile (WhatsApp)
Location of an appointment
First of all, you need to define which services should take place via a videoconferencing link. This needs to be done in the service settings:
Microsoft Teams connector
A Microsoft Teams videoconferencing link is automatically generated if an Office 365 calendar is synchronized with the account.
Google Meet connector
A Google Meet videoconferencing link is automatically generated if a Google Agenda calendar is synchronized with the account.
You can associate your Zoom account via the Online Connectors menu.
To get this option, ask it to your Agendize contact.
Integration with another videoconferencing platform
Zapier integration (eg: Zoom)
Many videoconferencing solutions interface with Zapier, meaning you can combine them to Zapier: https://zapier.com/apps/categories/video-calls
Here is an example for Zoom: https://zapier.com/apps/agendize/integrations/zoom
Permanent video conference web address (Jitsi, Whereby, Join.me)
Here are a couple of videoconferencing solutions you can use with Agendize using email templates:
Dynamic video conference web address (Jitsi)
Shortcuts to quickly launch a videocall on mobile (WhatsApp)
In some cases, you can also save valuable time by simply making it easier to launch a videocall through a specific app on mobile devices. With WhatsApp for instance, you can insert their quick-access links in email templates or text-reminders to quickly launch the app to the right phone number, using this type of link: