If the visitor clicks option 1 radio button, the zoom meeting must be integrated for his appointment. How can we achieve this?
Most of my suggestions will be directly applicable to coaches and therapist and independent consultants. If Amelia integrates these key features I am sure it will have a leading edge in market place.
Unfortunately, there isn't a possibility to create a Zoom meeting or enable Zoom based on a custom field answer in Amelia. Zoom can be enabled or disabled for the service only under the Settings tab, in the Integrations section.
If you have any further questions feel free to ask.
Understood. But in continuation, I want to know the following.
Case:1
I set up a service without zoom integration. Visitor books his session. So obviously in his notification emails he will not receive any links of a zoom meeting. Later on we decide to make this session/appointment to be conducted on zoom. Is there any option where through Amelia, I can send link to specifically that customer for that particular appointment only.
Case2:
I set up a service with zoom integration. visitor books it. by default the appointment is in pending list. We confirm it. but now the customer wants to meet me onsite. Thus we have to remove the link. Now is there a option of doing so through Amelia.
No, there isn't a possibility of sending the link for Zoom in Amelia if you change that appointment to Zoom, you would need to manually send the link to the customers that booked that appointment.
You can't remove the link if you change the appointment to onsite, neither. The link is sent in the notification, so you can't remove it from that notification, since email is sent.
If you have any other questions or issues feel free to open a new ticket and we will gladly help.
I have created a category and a service under it.
And now i am assigning a custom field to the booking form of a specific service.
While doing so, I am generating radio Buttons as follows:
Your preferred mode to avail this FREE session?
Option 1 [radio button]: Online - Over Zoom
Option 2 [radio button]: Onsite - Meeting In-person.
My need from Amelia:
If the visitor clicks option 1 radio button, the zoom meeting must be integrated for his appointment. How can we achieve this?
Most of my suggestions will be directly applicable to coaches and therapist and independent consultants. If Amelia integrates these key features I am sure it will have a leading edge in market place.
Regards.
Hello Amit,
Unfortunately, there isn't a possibility to create a Zoom meeting or enable Zoom based on a custom field answer in Amelia. Zoom can be enabled or disabled for the service only under the Settings tab, in the Integrations section.
If you have any further questions feel free to ask.
Understood. But in continuation, I want to know the following.
Case:1
I set up a service without zoom integration. Visitor books his session. So obviously in his notification emails he will not receive any links of a zoom meeting. Later on we decide to make this session/appointment to be conducted on zoom. Is there any option where through Amelia, I can send link to specifically that customer for that particular appointment only.
Case2:
I set up a service with zoom integration. visitor books it. by default the appointment is in pending list. We confirm it. but now the customer wants to meet me onsite. Thus we have to remove the link. Now is there a option of doing so through Amelia.
Please guide.
Hello Amit,
No, there isn't a possibility of sending the link for Zoom in Amelia if you change that appointment to Zoom, you would need to manually send the link to the customers that booked that appointment.
You can't remove the link if you change the appointment to onsite, neither. The link is sent in the notification, so you can't remove it from that notification, since email is sent.
If you have any other questions or issues feel free to open a new ticket and we will gladly help.