Setup Virtual/Online Session Services
Online sessions such as video consultations or remote coaching are booked like any other appointment, but each booking gets its own meeting link. Whautomate creates the link in Zoom or Google Meet when the appointment is booked, and you send it to the client with a notification.
Prerequisites
Connect one meeting tool:
- Zoom: go to Settings > Integrations > Zoom and fill in Zoom Settings (Account ID, Client ID, Client Secret), the Default User and the Team member Mapping. See Zoom.
- Google Meet: each team member opens their profile, goes to Calendar Integrations and clicks Connect Google Meet with their own Google account. See Google Meet.
Create the service
- Go to Catalogue > Services and click Add Service.
- Choose Service Type Appointment, then enter the Name (for example "Online Physiotherapy Consultation"), Duration (Minutes), Categories and Staffs.
- Under Type, choose Virtual/Online Session.
- Fill in Pricing.
- In Online Booking, turn on Allow Online Appointment, and Accept Payment Online if clients should pay upfront.
- Click Save.
What happens when it is booked
- The appointment shows a video icon on the calendar and list.
- Your team opens it and clicks Actions > Join meeting.
- Clients see Join Meeting on their booking confirmation page.
- Send the link automatically with a notification rule. See Setup Virtual/Online Session Notifications.
Tips
- If clients book from other countries, set Default Timezone to Client's device timezone in Appointment Settings.
- For group online sessions, create a class and turn on Is this an Online Class?. See Setup Classes.