š Overview
Once you've integrated your account with Zoom, your customers can book online classes and join the Zoom meetings on their own.
This guide walks you through each step of the customer journey, from booking a class to joining the meeting.
š” If you haven't set up the Zoom integration yet, see our overview guide here.
š How customers book a class
Customers can book online classes as usual from the Customer Site or the members booking app. Right after they book a class, they'll see an 'Open video stream' button in the class details.
When they click this button, they'll be taken straight to the Zoom meeting if the class starts in under 15 minutes, or to a video stream holding page if the class starts later.
This is what customers see when booking the class from the Customer Site:
This is what it looks like when they book the class from the app:
Right after booking the class, customers receive a confirmation email that includes the link to join the Zoom meeting. These are the instructions they'll see in the email:
š„ļø How customers join the Zoom class
Customers can join a Zoom meeting from the Customer Site or app, or from the email they received. Here's what they need to do for each option.
From their account. They'll need to log in via the website or the app, head to the Schedule, click the class, and then click the 'Open video stream' button. When they click the button, their Zoom app will open the meeting automatically. If they don't have the Zoom app installed, they'll be prompted to install it.
If the class is more than 15 minutes away, the customer will be redirected to a holding page as seen below. This page refreshes automatically when the class is 15 minutes away.
From the email. Customers can also join the class from the confirmation email we saw above, or from the pre-class reminder email if you've got this notification set up. In both cases, customers will see the 'Join Video Stream Online' button in the email.
š” To learn how to set up a pre-class reminder email that includes the Zoom link, see the guide here.
If the customer isn't logged into their account before clicking the button, they'll be redirected to the Customer Site, where they'll be prompted to log in and click the join meeting button from there. If the customer is already logged in, their Zoom app will open the meeting automatically, or they'll be prompted to install the Zoom app if they don't have it.
š” We'd suggest your customers add the notification email address to their whitelist so that the email reminders don't land in their junk folder.
See the guide here.
ā³ What happens if a customer clicks the link too early
If a customer clicks the button to join a class and it's too early, they'll see a message that looks like this:
The customer will be able to launch the video meeting 15 minutes before the class starts, at which point they'll be redirected to Zoom.
ā Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Do customers need a Zoom account to join a class?
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Click the arrow to see the answer
No. Customers don't need a Zoom account; all they need to do is click their link to join the meeting, and Zoom will open automatically.
For more details, see the guide here.
What happens if a customer clicks the email button while logged out?
Click the arrow to see the answer
Click the arrow to see the answer
They'll be redirected to the Customer Site and prompted to log in first. Once logged in, they can click the join meeting button from the class details to open the Zoom meeting.
What if the emails with the Zoom link land in customers' junk folders?
Click the arrow to see the answer
Click the arrow to see the answer
We'd recommend customers add the notification email address to their email provider's safe senders list, so that confirmation and reminder emails reach their inbox.
You can share our whitelisting guide with them here.