Vivomeetings

Modified on Thu, 5 Sep at 11:53 AM

Prerequisites:

  • Ensure you have the VivoMeetings integration turned on.  
  • Have an active VivoMeetings account.


Step 1


Visit vivomeetings.com, subscribe to one of the plans, or create a 14-day free trial. 


Step 2: 

  • Navigate to Settings
  • Within the `Settings` section, find and select the `Integrations` tab.
  • Scroll down 
  • Enable VivoMeetings Integration 
  • Set your conference subject and conference agenda as desired. You can use any available shortcodes for these fields.
  • Conference subject: {service_name} at {appointment_date_time}
  • Conference agenda: 

Customer {customer_full_name}

Staff {staff_name}


 


Step 3:

  • Navigate to the “Staff” module and edit your staff member.
  • Click on the “Log In VivoMeetings” button.
  • Click the “Authorize” button to connect your profile with the VivoMeetings account.




Step 4:

  • Navigate to the “Services” module and edit your service.
  • Scroll down and enable  “VivoMeetings” for your service.



Step 5:

  • Navigate to Workflows and create/edit your workflow.
  • Add {vivomeetings_room_url} shortcode to your notification content. This shortcode will be replaced with a room URL.



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