Online appointments — choosing a meeting provider
Five providers from manual to native Zoom/Teams integration. Trade-offs, security, and which one to pick.
You have five ways to attach meeting links to virtual bookings. Pick under Settings → Booking → Online Appointments → Meeting Link Provider. You can change it later — switching providers doesn't break existing bookings, the link they were sent stays valid.
Manual
You add a link to each booking yourself, then re-send the confirmation. Best when you generate one-off Zoom/Meet/Webex links per call (some practitioners do this for record-keeping or recording isolation).
How it works: customer books → confirmation goes out without a link → you open the booking, paste the URL into the Online Meeting panel, tick Notify customer of these changes, click Save → the customer gets an updated email + SMS with the link.
Static — same link for everyone
A single permanent room URL + optional password attached to every virtual booking automatically. Great for solo providers running a single Zoom Personal Meeting Room or a permanent Whereby room.
The link is shared across customers, so anyone with it can join any session. Use a waiting room / lobby if you care about isolation.
Jitsi
Free, no setup, no account required. Each booking gets a unique room on the public meet.jit.si Jitsi instance. The URL is derived from the booking reference, so reschedules keep the same room. Works in any browser, no install.
Caveat: Jitsi public-instance rooms are accessible to anyone who knows the URL — there's no host approval. Fine for low-stakes consults; not ideal for legal or financial conversations without an extra step.
Google Meet
Real Meet rooms created in your connected Google account's calendar. Free for any Google account. Shows up in your Google Calendar like a regular event.
Setup: connect your Google account once via OAuth from the settings panel. Trimsy creates a calendar event with a Meet conference for every virtual booking and stores the hangoutLink on the booking.
Zoom
Real Zoom meetings created under your connected Zoom account. Works on any Zoom plan including the free one. Waiting room is enabled by default; mute-on-entry is on; no auto-recording.
Setup: connect your Zoom account once via OAuth. Each virtual booking spawns a scheduled meeting with a unique join URL + password.
Microsoft Teams
Real Teams meetings under your connected M365 account. Customers join via the lobby — you admit them. Works on M365 Business Basic / Standard / Premium / Enterprise. Personal Microsoft accounts (outlook.com, hotmail.com) cannot create Teams meetings via the API — connect a work or school M365 account.
Recommended by use case
| Use case | Pick |
|---|---|
| Solo practitioner, low setup tolerance | Static with your Personal Meeting Room |
| Casual / community / no Google account | Jitsi |
| Personal-use Google account | Google Meet |
| Professional services (legal, finance, consulting) | Zoom or Microsoft Teams for waiting room + recording controls |
| Already lives in M365 | Microsoft Teams |
| Need explicit per-call audit trail | Manual with a fresh link per booking |