Originally posted: August 6th, 2020

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Dubsado now integrates with 8x8, Google Meet, GoTo Meeting, Microsoft Teams, and Zoom to automatically generate a video conferencing link for your scheduled appointments! The link can then be sent in your appointment confirmation and reminder emails.

This integration is managed through Cronofy, which is also used to connect your calendar to Dubsado (something you've already, most likely, been using).

Before you start:

• Connect a calendar to Dubsado. If you want to use Google Meet for your conferencing links, you must connect a Google calendar!

Connecting with Google Meet

1. Connect a calendar to Dubsado. You must choose to connect a Google calendar to use Google Meet.
2. Go to Settings >> Integrations.
3. Under Conferencing, click Connect.
4. Click Enable Conferencing.
5. Select the calendar that you would like to use when creating conferencing links and click Finish Setup.

That's it! Google Meet is active as your conferencing service, but you can switch to 8x8 using the dropdown. You are now ready to add conferencing to your scheduler templates.

Adding Video Conferencing to Scheduler Templates

Connecting with 8x8, GoTo Meeting, Microsoft Teams, or Zoom

1. Connect a calendar to Dubsado.
2. Go to Settings >> Integrations.
3. Under Conferencing, click Connect.
4. Click Enable Conferencing.
5. Select the calendar that you would like to use when creating conferencing links and click Finish Setup.
6. 8x8 will now be set as your default conferencing software. You can stop here to use 8x8 or continue on to connect GoTo Meeting, Microsoft Teams, or Zoom!
7. Click Add conferencing service.
8. A modal will appear to let you know that you're about to be redirected to Cronofy. Click Continue and Cronofy will open in a new tab.
9. Click Connect for the conferencing service you'd like to add.
10. Follow the on-screen instructions to authorize your account.
11. Go back to the tab where Dubsado is open and refresh the page.
12. Select the service you just connected from the dropdown menu.

That's it! You are now ready to add conferencing to your scheduler templates.

Adding Video Conferencing to a Scheduler Template

⚠️ Heads up! Do not make any changes in Cronofy other than in the Conferencing Services tab. You will still manage your calendar connection and scheduling inside Dubsado.

FAQ

After connecting conferencing, will my schedulers automatically start adding conferencing links?

No! You are in full control over which schedulers will generate links for video conferencing. There are also some changes you'll need to make to your canned emails for appointment confirmations and reminders. Check out this article.

Can I change my conferencing service?

Yes! Just return to the conferencing integration page and select a different service from the dropdown. If needed, you can click Add conferencing service and follow the steps above to connect a new account.

Can I use more than one video conferencing service?

You may only have one video conferencing service active at a time, per brand. The service you select on the conferencing integration page will be used for all schedulers that have conferencing enabled in your brand.