Including a Zoom Link

Due to recent world events we have had several app users interested in providing their customers with a Zoom link in order to facilitate their virtual sessions. This article will walk you through the process using the example of a store that has instructors who will host online classes. 

Retrieve Your Zoom Link

The first step is to provide a Zoom link for each instructor. This link will be used for each of the classes that the particular instructor hosts. The following link is provided by Zoom and contains the steps to retrieve your Zoom links.

https://support.zoom.us/hc/en-us/articles/201362843-Personal-meeting-ID-PMI-and-personal-link

 

Setup Your Locations

Now you will access the app admin and navigate to Locations within the Configuration category. Once at Locations you will create individual locations that apply to each of the instructors. If you want to include the instructor in any of the emails that are generated from the app you will include their email address in the appropriate field.

 

Associate the Location with a Product

Next you will associate your location with a product. In this example, the product either represents the instructor or the class they conduct. On the product configuration page in the app you will find the Location field. 

 

Include Zoom Info in Emails

Now that you have your bookings and meetings syncing you need to let your customer know the Zoom details. This section will walk you through modifying the email templates found in the app.

Note: you just need to modify the confirmation email template as the code provided below is already included in the Reminder email templates. 

Booking Confirmation Email Template

1. Select Templates from the Configuration section of the app.

2. Select the Confirmation template.

 

3. Scroll to the following code in the template. 

<p>Date: {{ booking | format_dates: shop.settings }}.</p>

4. On the line after the above code add the following. With the following code if the booking includes a virtual location the meeting link will display. If the booking does contains a physical location a Google map of the location will display followed by the written address. 

{% if booking.location %}
<h3>Location</h3>

{% if booking.location.virtual %}
<a href="{{ booking.virtual_meeting_url }}" target="_blank">
 Join a meeting
</a><br>
{% else %}
<a href="{{ booking.location.address.map_address_url }}">
 <img src="{{ booking.location.address | bta_maps_img: 'zoom:16,size:225x150' }}">
 {{ booking.location.address.address_formatted }}
</a><br>
{% endif%}
{% endif %}

5. Select Save.

 

Ticket Template

1. Select Templates from the Configuration section of the app.

2. Open the template named Ticket. 

 

3. Scroll to the following segment of code in the template. 

{% if booking.location %}
<p>Location:</p>
{{ booking.location.address.address_formatted }}

<img src="{{ booking.location.address | gmaps_img: 'zoom:16,size:420x350' | base64_img }}">
{% endif %}

4. Copy the code from below. 

{% if booking.location %}
<h3>Location</h3>

{% if booking.location.virtual %}
<a href="{{ booking.virtual_meeting_url }}" target="_blank">
 Join a meeting
</a><br>
{% else %}
<a href="{{ booking.location.address.map_address_url }}">
 <img src="{{ booking.location.address | bta_maps_img: 'zoom:16,size:225x150' }}">
 {{ booking.location.address.address_formatted }}
</a><br>
{% endif%}
{% endif %}

5. Return to the template and highlight the entire segment of code from #3. 

6. Paste the code you copied from this guide over the segment of code you just highlighted. 

7. Select Save.

Please note: the location information is only available in the BookThatApp email templates. It is not available in the Shopify Confirmation or Order Notification email templates.

Include Instructor as a Recipient 

If you need to notify an instructor about a booking you can add the Location as a CC or BCC on any of the booking email templates, and it will use the email address you specified when you created the location.