SchedulingKit
Feature

Auto-Generate Video Links for Every Booking

Connect Zoom or Microsoft Teams once for your team (one account each), or use Google Meet through your connected Google Calendar.

Then set the event type's location to Zoom, Teams or Google Meet. Each new booking gets its own meeting link, which appears in the confirmation email, the calendar event and the reminders, so neither you nor the client has to copy links around. An event type can also offer more than one location type, such as Zoom or phone, and the client chooses when booking. Webex is not supported.

When a client books a virtual appointment, SchedulingKit creates a Zoom, Microsoft Teams or Google Meet link for that booking automatically and puts it in the confirmation and the calendar event. Explore All Features.

Why Video Meeting Integration Matters

When a client books a virtual appointment, SchedulingKit creates a Zoom, Microsoft Teams or Google Meet link for that booking automatically and puts it in the confirmation and the calendar event. Connect Zoom or Microsoft Teams once for your team (one account each), or use Google Meet through your connected Google Calendar. Then set the event type's location to Zoom, Teams or Google Meet. Each new booking gets its own meeting link, which appears in the confirmation email, the calendar event and the reminders, so neither you nor the client has to copy links around. An event type can also offer more than one location type, such as Zoom or phone, and the client chooses when booking. Webex is not supported.

As part of SchedulingKit's scheduling platform, video meeting integration works alongside your connected calendars, notifications and client records.

Video Meeting Integration Capabilities

Key Features

A new Zoom meeting created for each booking
Microsoft Teams meetings (one Teams account per team)
Google Meet links through your connected Google Calendar
Join link in the confirmation email and calendar event
Join link available to reminders through merge tags
Video and in-person or phone options on the same booking page
A different video platform per event type

Video Meeting Integration Use Cases

How It Works

Remote client consultations
Virtual coaching sessions
Online tutoring classes
Remote sales demos
Virtual interviews
Online onboarding calls

How It Works

Video Meeting Integration — SchedulingKit

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Example step 1: Connect the platform

A career coach connects the team's Zoom account in Integrations. Her calendar is already connected to Google, so Google Meet is available too.

Example step 1: Connect the platform

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Step 2: Set the event type location

The 45-minute coaching session is set to Zoom. The free 15-minute intro call offers Google Meet or a phone call, and the client picks one.

Step 2: Set the event type location

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Step 3: Client books

A client books Thursday at 6pm. SchedulingKit creates a new Zoom meeting and adds the join link to the confirmation email and to the coach's calendar event.

Step 3: Client books

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Step 4: Reminder with the link

A reminder goes out an hour before with the same join link, so the client clicks it straight from their inbox.

Step 4: Reminder with the link

Video Meeting Integration Best Practices

Learn more

  1. 1

    Pick one video platform as your default for new event types so clients get a consistent experience.

  2. 2

    Turn on waiting rooms or lobby settings in Zoom or Teams if you want to control when clients join.

  3. 3

    Add a short note to the event type description on how to join (browser or app) for clients new to the tool.

  4. 4

    Offer a phone option alongside video for clients who prefer not to use a camera.

Frequently Asked Questions

Video Meeting Integration

Further Reading

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