This link works as a meeting room that anyone with the link can join without a specific Zoom invitation. Zoom refers to your meeting link as your **Personal Meeting ID** which is sometimes abbreviated as PMI. How to find the Zoom link to put in Paperbell’s “Meeting URL” field Only use the instructions below if you do NOT want a unique Zoom link for each meeting. Or, you can log into the Client Portal and see your appointment and its details.īefore we dive into setting up a Zoom link: we suggest you use our Zoom integration instead, which will automatically create a unique link for every appointment. If you’re a client looking for the meeting link, check out the Google invite/event. Click on the one you need, and it will show the meeting link. Also, if you log into Paperbell, you’ll see a list of appointments. If you’re a coach looking for your Zoom link before a session, it will be in your Google invite. When prompted, select the updated NEW FILE and complete the upload.įYI: This did not work when I opened the downloaded file in Numbers.This information is for coaches who are setting one stable Zoom link to use for every session booked with them in Paperbell. Return to the 'Personal Contacts' page in your account When you're done, Save the downloaded NEW FILE. For example, don't accidentally copy Mobile numbers and paste them under Company. *Pay attention to the Column headings so your data matches. (You don't want to copy any formatting from your original file!) In the NEW FILE you've downloaded, right click in the corresponding empty cell to select ' Paste Special' and from that menu select 'Values' (My downloaded file was named 'personal-contacts.csv' but I'll refer to it now as the NEW FILE.)įrom your ORIGINAL file/list, Copy your data
There should be 1 row with headings, and row 2 should have that one contact's information. Under PERSONAL select 'Personal Contacts.'Ĭlick the ' Add Contact' button to enter information for at least one of the contacts on your list and Save.Ĭlick on ' Export to CSV file' to download. SAME! So annoying! Here's what I finally did.Īfter signing-in on the webpage go to MY ACCOUNT.
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