Zoom Support Guide

Installation and Uninstallation

To set up Zoom from within reservie, follow these steps:

1. Log in to your reservie account. Click Integrations from the left hand menu.
2. Locate the Zoom meeting integration and click the Activate button.
3. In the pop-up click the Add new Zoom account button.
4. In Zoom, grant access to reservie to create meetings on your account
5. Once access is granted, you will be return to reservie’s integration page. You will see that zoom integration is now displayed as active.

For a detailed guide on integrating Zoom, please see our getting started with reservie and Zoom guide.

In order to uninstall or de-authorise Zoom from within reservie, follow these steps:

1. Log in to your reservie account. Click Integrations > Zoom within the product.
2. Locate the Zoom meeting integration and click the Manage button.
3. In the pop-up find the account you wish to disconnect and click the bin icon.

In order to uninstall or de-authorise reservie from within Zoom:

1. Log in to your Zoom Account and navigate to the Zoom App Marketplace.
2. Click Manage > Installed Apps or search for the reservie app.
3. Click the reservie app.
4. Click Uninstall.

For a detailed guide on de-authorising reservie access to Zoom, please see our De-authorising reservie access to your Zoom account guide.

Usage

Connect reservie to Zoom so that all of your virtual reservie events can be hosted via a Zoom meeting. Zoom meetings are created when a reservie event is created. Each meeting date will have its own dedicated Zoom meeting invite, Zoom meeting ID and Zoom meeting passcode.

The meeting link is visible on the booking within the reservie register. When a client purchases an event, they can be sent the Zoom meeting invite, Zoom meeting ID and Zoom meeting passcode. They can also receive reminders with these credentials enclosed.

For detailed guidance - see our support pages:

• Getting started and creating your first virtual event with automated Zoom meetings - a video guide.
• Creating virtual events Zoom meetings. A step by step guide.
• Sending out Zoom meeting invites to clients upon purchase.
• Sending out Zoom meeting invites as a reminder.
• Removing Zoom access from your reservie account.

Troubleshooting

“reservie will not allow me to select ‘Zoom automation’ when creating an event”

Make sure that:

• You have followed the steps in the installation section above and your zoom integration is active.
• You have not de-activated the account.

“reservie has completed the meeting setup, but I cannot find the Zoom meeting link, Zoom meeting ID and Zoom meeting pass code”

Make sure that:

• The event is setup as a Virtual Event. If it is not, add a new event or clone an existing event.
• You have looked in the appropriate register. To do so: Click Events > Course View. Now identify the event and click the Info icon. in the pop-up, find the associated date and click the View Register icon. Zoom meeting link, Zoom meeting ID and Zoom meeting passcode will be displayed in the top-right hand corner.

“reservie is sending notifications to clients but is missing Zoom meeting details”

Make sure that:

• The event is a virtual event
• You have added the tags to the notifications. See our reservie notifications and Zoom guide for further information.

Contact Support

Support is available from 9am to 6pm UTC Monday to Friday and a few hours over the weekends. During these hours, you will receive initial responses to inquiries within 24 hours, and detailed responses within 48 hours. Out of hours we monitor tickets and will prioritise major issues.

You can receive support in the following ways:

• Check our our support material via https://www.reservie.net/support
• Create a support ticket. Log in to your reservie account. From the left hand menu click Support > Create Ticket.
• Email [email protected]