SimpleClinic.net

Zoom Integration will allow you to nominate services that need a video conferencing link generated. When booked a meeting ID and meeting link will be generated that can be sent to the patient. You will also be able to start the meeting directly from within your SimpleClinic diary.

Step 1. Connecting To Zoom

The first step integrating with Zoom is to connect your SimpleClinic business account to your Zoom account. To do this log in to your SimpleClinic account and click the Business Setup option in the left side navigation menu and then choose Integrations.

The integrations page will list all the integrations that are available on your account

To start the connection process click the Connect button under the Connect to Zoom icon on the page.

You will then be redirected to the Zoom website where you will be prompted to sign in to your account, if you are not already signed in.

After successfully logging in you will be returned to the Integrations page. If the integration has completed successfully you will see a green You are connected message. The Connect button will be replaced with a button to allow you to Disconnect.

Step 2. Enabling Video Conferencing For Services

Meeting links will be auto generated for services that need need video conferencing. You can specify which services need video conferencing links by viewing the service in the Services menu.

Click the spyglass to the right of the service name in the grid to open the service for editing.

When viewing the service you will see a radio group to allow you to specify whether the the service includes video conferencing. Set this to YES to have SimpleClinic generate meeting links. The default is NO.

After you have set the Video Conferencing radio group to YES make sure to save your changes to the service.

Any future bookings for that service will create a Zoom meeting link.

Step 3. Including Your Meeting Linking in Reminder & Booking Emails & Messages

Your meeting link can be included in the booking and reminder messages that are sent to patients by adding it to your messages.

To do this select Business Setup -> Your Clinic from the navigation bar on the right hand side.

Scroll down to your Message Settings select the Booking Messages and from the Service Category drop down box choose the Service Category of the service that has video conferencing enabled.

You can type the below text and merge tag to each message type for every service required, e.g. initial and follow up, for booking and reminder emails. 

You can join this appointment by clicking here  {{event.join_url}}

This tag will be replaced with the link for the patient to join the meeting.

Step 4. Starting A Video Conference

Video meetings can be started directly from the SimpleClinic diary. To launch a meeting open an appointment in the diary that has an associated meeting link. Then from the action side bar choose Start Video this will launch the Zoom video conferencing software on your computer and start the meeting.