Integrating with Video Conferencing Services

Daylite integrates with Zoom, Google Meet, and Teams to streamline the process of scheduling and joining video calls. When creating a meeting in Daylite, you can generate a meeting link directly from the appointment. This link is automatically added to the meeting and shared with attendees—both internal and external—through calendar invites and emails. Once the meeting is scheduled, joining is as simple as clicking the link from your Daylite calendar or the appointment details.

Add Video Conferencing Integrations

Before you can add meeting links to appointments, you need to connect your video conferencing account to Daylite.

Add a Meeting Link to a Daylite Meeting

Once configured, you can add a meeting link directly from any appointment in Daylite.

1. Create a new or edit an existing Daylite appointment.

2. Click the Meeting Link dropdown.

   
3. Choose the video conferencing you want to add to your meeting

4. A placeholder will appear in the appointment details, once the appointment is saved the meeting link will be created.

   

   Since the meeting link is generated by Daylite a sync is required for the link to appear in the meeting details.

5. Once created the meeting link will appear within the meeting

   

Joining a Meeting From a Daylite Appointment

There are two ways to join the meetings from Daylite.

The first option is to click the Join button on your appointment in the Daylite calendar.

The second option is to click the Join button from the appointment details card.

Remove a Meeting Link from a Daylite Meeting

If a meeting no longer needs a meeting link, you can remove it directly from the appointment in Daylite.

1. Open the appointment in Daylite.

2. Click the Meeting Link dropdown.

3. Select Remove.

   
4. Save the appointment.

After syncing, the meeting link will be deleted from your video conferencing account.

Disconnect Video Conferencing Integration

You can disconnect a video conferencing service from Daylite at any time. This will remove Daylite’s ability to create meeting links for that video convernecing service.

Disconnect from Your Daylite Account:

1. Go to Daylite > Settings > Account in the Daylite menu.

2. Click the Manage Conferencing... button.

3. Daylite will load your account's Conferencing settings in your default browser.

4. Open the configuration dropdown menu next to your video converencing service and click Delete.

5. You will be asked to confirm your decision to delete, to proceed click the Delete button.

Disconnect from Your Video Conferencing Account:

Either approach will immediately remove video conferencing from your Daylite account and Daylite will no longer be able to create meeting links. Existing meeting links will remain active and continue to work as long as your video conferencing account remains active and the corresponding meetings are not deleted.

Troubleshooting

It is possible for Daylite to be unable to generate a meeting link and will notify you via-Push Notification if there a problem. If you receive a Push Notification informing you of an issue generating a meeting link follow these steps to resolve the issue:

1. Click the Push Notification alert.

2. Daylite will present the alert in the Notifications popover. Click the More... button of the alert to be presented with the details of the appointment affected by the error.

3. In the meeting link info box details about the error will be presented. First attempt to resolve the issue by clicking Retry in the meeting link dropdown menu.

4. If the error persists, you will receive an additional Push Notification indicating an error. In this case click Reconfigure... in the meeting link dropdown menu.

5. Daylite will load your account's Conferencing settings in your default browser. Follow the instructions to resolve the issue.

If you continue to experience issues with meeting links please contact our customer support.