Online Meetings (Zoom, Jitsi & Agora)

Online Meetings addon allows automatic creation of Zoom or Jitsi or Agora video/audio conference meetings scheduled to start at the booking time.

• If you prefer to use Zoom, every booking will create a separate Zoom meeting at the Zoom website, provided that provider of the booking (who is also the host of the meeting) has configured his account and established an API connection.
• If you prefer to use Jitsi or Agora, meetings will start automatically at the Meeting Room on your website. You are also recommended to configure a Waiting Room on your website which will be used for early comers.
• You can use Zoom, Jitsi and Agora at the same time and addon will create video meetings for all three platforms.

Zoom Setup – General Settings

1. Visit WP BASE → Global Settings → Addons → Online Meetings – Zoom page
2. Select Enable Zoom as “Yes”.
3. Enter Zoom Topic (title) and Zoom Agenda (description) as required. Placeholders entered in capital letters will be replaced with their real values.
4. Select Zoom Password as required. If you select “None”, no password will be used for meetings. If you select “Booking ID”, booking ID will be the password of the meeting. If you select “Unique Code”, a 10 character long code will be created for each meeting. Please note that clients do not need to know the password if they are to join the meeting using Join Url provided to them. However in some cases sharing Join link may not be practical and you may want them use meeting ID and meeting password instead.
5. If you allow clients Join Before Host, select this setting as “Yes”.
6. If you have service providers and each of them will use own Zoom account, select Provider Zoom Account Type as “Individual”. This setting allows each provider to set up their Zoom integration on their own profile page.

Zoom Setup – API Connection for Admin

1. Create an account in Zoom Website if you don’t have already.
2. After you log in to your Zoom account visit Zoom App Marketplace.
3. Click Create button under Server-to-Server OAuth box.
4. Give any name to App Name in the opening window, e.g. WP BASE. Fill in the required fields in the proceeding form.
5. Click API Credentials link.
6. Copy Account ID, Client ID and Client Secret values to the related fields on WP BASE settings.
7. Fill in the fields on Information area.
8. In Scopes area, select all options under Meeting and User.
9. Complete configuration on Zoom website in Activation area.
10. Click Save Settings on WP BASE side.
11. Click Test Connection button.
12. If you receive an error message, double check API credentials.
13. When you receive success message, select Zoom Host from the pulldown menu. Depending on your Zoom account type, there can be one or more users in the list.
14. After clicking Save Settings button, Zoom Integration is complete.

Zoom Setup – API Connection for Service Provider

If you set Provider Zoom Account Type as “Individual”, each provider can have their own Zoom account integrated with WP BASE bookings. These settings are available in Profile Settings tab on user Account page. API settings are the same as the above API Connection for admin title.

Zoom Setup – Inserting Zoom Placeholders into Email Templates

You can insert meeting variables into emails using these placeholders: ZOOM_ID, ZOOM_HOST, ZOOM_PASSWORD, ZOOM_JOIN, ZOOM_TOPIC, ZOOM_AGENDA.

Zoom User Experience – Client Joining a Meeting

• Client of a booking can join the related Zoom meeting using Join button in Bookings tab of the Account page.
• They can also join by clicking the Join link in confirmation or reminder emails created by ZOOM_JOIN placeholder
• They can also visit Zoom website using their browser and enter meeting ID and meeting password which are printed on the emails by ZOOM_ID and ZOOM_PASSWORD placeholders

Zoom User Experience – Host Starting a Meeting

• Host of a meeting, who is also the provider of a booking, can start a meeting using Start button in Bookings tab of the Account page.
• Admin can start a meeting on admin Bookings page by clicking the Start link, provided that they are the host of the meeting.
• For security reasons, start links are valid for only two hours. For that reason start links cannot be used in email templates. After a start link is created and expired, refreshing the page will recreate the link which will be valid for another two hours.
• Only host of the meeting can start a meeting. They will need to validate their Zoom account, i.e. login, when they attempt to start a meeting.

Jitsi Setup – Settings

1. Create a Meeting Room page by inserting the shortcode [app_meeting_room] to the page. This must be a regular WordPress page.
2. Create a Waiting Room page by inserting the shortcode [app_waiting_room] to the page. This must be a regular WordPress page.
3. Visit WP BASE → Global Settings → Addons → Online Meetings – Jitsi page
4. Select Enable Jitsi as “Yes”.
5. Select Meeting Room and Waiting Room pages that you have created above using the pulldown menu.
6. Select Service Type. If you are using free Jitsi service, select “Jitsi Meet”. If you are using the commercial version of Jitsi, select “JaaS” setting.
7. If you want to allow certain user roles to record streaming videos, select them from Jitsi Privileged Users setting. Note: Recording feature may not be available for free Jitsi usage.
8. If you are using JaaS, enter API ID, API Key which you can get from your JaaS account. Also download Public Key and Private Key files from your 8×8 account and paste their contents to the settings here

Jitsi Setup – Inserting Placeholders into Email Templates

This placeholder shows URL of the page effective at the time: JITSI_MEETING.

Jitsi User Experience – Waiting Room

Waiting Room is intended for participants who arrived early. It shows subject, date/time and participants of the meeting. Provider of the booking is the host and they can see who is online dynamically. When time of the meeting elapses, participants are automatically redirected to the Meeting Room. If host sees the client online, they can invite them to the meeting early.

Jitsi User Experience – Meeting Room

Meeting Room is the page where video meeting takes place. It also includes the meeting details. Since Jitsi is JavaScript based, meetings are actually running on browsers of the participants, so several meetings with different participants can take place simultaneously.

Agora Setup – Settings

1. Create a Meeting Room page by inserting the shortcode [app_meeting_room] to the page. This must be a regular WordPress page.
2. Create a Waiting Room page by inserting the shortcode [app_waiting_room] to the page. This must be a regular WordPress page.
3. Visit WP BASE → Global Settings → Addons → Online Meetings – Agora page
4. Select Enable Agora as “Yes”.
5. Select Meeting Room and Waiting Room pages that you have created above using the pulldown menu.
6. Enter App ID, App Certificate which you can get from your Agora account.

Agora Setup – Inserting Placeholders into Email Templates

This placeholder shows URL of the page effective at the time: AGORA_MEETING.

Agora User Experience – Waiting Room and Meeting Room

Waiting Room and Meeting Room functionality is the same as Jitsi’s. Please see above for details.