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This guide applies to:

  • Basic Edition
  • Plus Edition
  • Pro Edition
  • Business Edition

Introduction

The Webex integration will allow you to add a unique meeting link to your Google Calendar events and notifications. Use this to create a common location where you and your clients can meet.

Before you start this guide, first set up a Webex account.

To set up, you’ll need to complete the following steps:

  1. Log in to Webex through SSA
  2. Set up your appointment types
  3. Finish setting up your Google Invites and Notifications

Video Walkthrough


Setting Up the Webex Integration

1. Log in to Webex Through SSA

Start by going to SSA Settings > Webex. If the card is greyed out, toggle it on and then click Edit.

You should see a button that says Authorize Webex. Click this to initiate the login process. You’ll be asked to log in to your account and asked to authorize the integration with Simply Schedule Appointments.

After clicking Authorize, you’ll be redirected back to SSA where you’ll see your account information listed on the Webex Integration page.

Authorizing Simply Schedule Appointments with Webex

2. Set Up Each Appointment Type with Webex

Now that you’ve set up the integration, you’ll need to manually choose which Appointment Types you want to use for Web Meetings.

Go to Appointment Types > click one from the list to open their settings > go to the Web Meetings tab.

Select Webex – generate a unique meeting URL. This will open up two options:

  1. Private Meeting: Host required to admin each meeting attendee
  2. Open Meeting: Anyone with the link can immediately join

Choose whichever best suits you and Save.

Updating Appointment Types with Webex Web Meetings

This integration is not compatible with our Team booking feature at the moment. Only a single meeting link can be used at a time, this could be an issue when multiple team members try to run a meeting simultaneously.

Using the Webex Web Meeting link option to generate a private or open meeting link for appointments

3. Sending Out the Unique Meeting Link

Now to finish, you’ll need to make sure to turn on the Google Invites setting (if you’re using Google Calendar Sync) and add the Twig template to your Notifications.

We have a guide to show you how to do both here: Web Meetings.


Uninstalling the Webex Integration

If you decide to discontinue the integration with SSA, you’ll need to disconnect in SSA.

Go to SSA Settings > Webex and click on the Disconnect button.


Still stuck?

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