The codes you need to link Zoom to YCBM.  

The benefit of doing this is that the zoom meeting room will be automatically assigned to each appointment when video conferencing is selected.

1. To begin in the booking form set up the following question. Go to Booking > Question

  • Type: Multiple choice
  • Label: What is your preferred method of contact?
  • Shorthand code Q10
  • Multiple choice type: Dropdown
  • Options: (note: this is case sensitive to be sure to enter it exactly as shown)
    • Text me
    • Call me
    • Zoom video conferencing
  • Make this a required field

2. Notifications > Calendar Settings. Delete all code in box.
Paste this:

Booking made at {CREATED}

Ref: {REF}

{FORMFIELDS}
– – –
{IF}{Q10}{EQUALS}Zoom video conferencing{THEN}Please click the following Zoom link at the time of the appointment: {ZOOM-LINK}{ENDIF}

{IF}{Q10}{EQUALS}Call me{THEN}The doctor will call at the time of the appointment.{ENDIF}

{IF}{Q10}{EQUALS}Text me{THEN}The doctor will text at the time of the appointment.{ENDIF}

2. Notifications > After new booking made > Confirmation email to booker
Delete everything in code box. Paste this:


Hi {FNAME},

Thanks for booking your appointment on {START-DATE}!

{IF-TENTATIVE}**This booking has not yet been confirmed.**{ENDIF-TENTATIVE}

Here are the details for your records…
Booking starts: {START}

Duration: {DURATION}

Reference: {REF}

{FORMFIELDS}
– – –
{IF}{Q10}{EQUALS}Zoom video conferencing{THEN}Please click the following Zoom link at the time of your appointment: {ZOOM}{ENDIF}

{IF}{Q10}{EQUALS}Call me{THEN}We will call you at the time of your appointment.{ENDIF}

{IF}{Q10}{EQUALS}Text me{THEN}We will text you at the time of your appointment.{ENDIF}
– – –
If this event hasn’t been added to your calendar automatically, you can add it using these links:

{ADD-TO-GOOGLE} {ADD-TO-MSLIVE} {ADD-TO-ICS}

{CANCEL}
{RESCHEDULE}

3. Notifications > After new booking made > Confirmation email to you
Delete everything in code box. Paste this:

# You have a new booking

#### {BOOKING-TITLE}

——————————-

#### Booking details

{IF-TENTATIVE}**This booking has not yet been confirmed.**
{ACCEPT} {REJECT}{ENDIF-TENTATIVE}

Start: {START}
End: {END}
Duration: {DURATION}
Their timezone: {TIMEZONE-BOOKER}
Their start time: {START-BOOKER}
Their end time: {END-BOOKER}
Ref: {REF}
Calendar: {TARGET-CALENDAR-TITLE}
{IF-TYPES}Appointment type: {TYPE-NAME}{ENDIF-TYPES}
{IF-TEAMS}Team member: {TEAM-NAME}{ENDIF-TEAMS}
{IF-UNITS}Units: {UNITS}{ENDIF-UNITS}
– – –
{FORMFIELDS}
– – –
{IF}{Q10}{EQUALS}Zoom video conferencing{THEN}Please click the following Zoom link at the time of your appointment: {ZOOM}{ENDIF}

{IF}{Q10}{EQUALS}Call me{THEN}Call at the time of the appointment.{ENDIF}

{IF}{Q10}{EQUALS}Text me{THEN}Text at the time of the appointment.{ENDIF}
– – –
{OWNER-CANCEL}
{OWNER-RESCHEDULE}
– – –
[Manage this booking]({MANAGE-BOOKING-LINK}).

4. Notifications > Reminders before the booking > Reminder to the booker
Delete everything in code box. Paste this:

Just a quick reminder!

You have an appointment coming up soon …
Booking starts: {START}
Duration: {DURATION}
Reference: {REF}
– – –
{IF}{Q10}{EQUALS}Zoom video conferencing{THEN}Please click the following Zoom link at the time of your appointment: {ZOOM}{ENDIF}

{IF}{Q10}{EQUALS}Call me{THEN}We will call you at the time of your appointment.{ENDIF}

{IF}{Q10}{EQUALS}Text me{THEN}We will text you at the time of your appointment.{ENDIF}
– – –

{RESCHEDULE}
{CANCEL}

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