Invoices and bookings
How do I add Zoom links to my bookings?
Connect your Zoom account once, and every booking of a video-call service gets its own Zoom meeting, made in your account so you host every call. To add Zoom: an admin opens Settings, Integrations and the Zoom card, presses Connect Zoom, signs in to Zoom and presses Allow. Fliok asks Zoom only for what it needs: to create, move and delete the meetings it makes for your bookings, and to read your Zoom user’s name and email so it can show which account is connected. To use it: open a service in Bookings, Services, choose Video call and set its link to Zoom. Each booking of that service gets a Zoom link as soon as it is confirmed, and the link goes out in the confirmation and in every reminder. When a booking moves to a new time, its meeting moves with it; when it is cancelled, Fliok deletes the meeting. Meetings follow your own Zoom plan, including how long a meeting on a free Zoom account can last. To remove Zoom: an admin opens the Zoom card in Settings, Integrations and presses Disconnect, or you remove Fliok from your Zoom account in the Zoom App Marketplace (Manage, then Added Apps). Either way Fliok deletes its connection to your Zoom account at once, including the access Zoom gave it, and makes no more Zoom links. Meetings it already made stay in your Zoom account, and bookings keep the links they were sent.
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Invoices and bookings
More answers on this
- How do I send my first invoice?Switch on Invoices & receipts, add your business name, then press New invoice: the bill goes to your customer on WhatsApp and by email.Read more
- How do I send a quotation, and what happens when it is accepted?Open Invoices and press New quotation: the customer gets a PDF with a link where they accept it, ask for a change or decline.Read more
- What is the difference between editing, cancelling and voiding?Edit changes a bill and keeps the old copy, Cancel withdraws a bill for good, and Void undoes a payment you recorded by mistake.Read more
- How do my customers pay an invoice?Every bill shows what is owed and how to pay it: a UPI QR for the exact amount, your bank details, and Pay online through your own Razorpay account.Read more
- How do payment reminders work?Fliok reminds a customer about an unpaid invoice around its due date, and stops the moment the invoice is paid or cancelled.Read more
- How do I bill a customer every month?Set up a recurring bill: Fliok raises the bill on each date and sends it, and your customer pays it the usual way.Read more
- Who has not paid me, and how do I send a statement?Open Invoices and the Who owes you tab: it lists every customer with something unpaid, what they owe and how late it is.Read more
- How does GST work on my bills?Your bills carry GST only if you say you are registered for it; a new business starts as Not registered for tax, with no tax on its bills.Read more
- How do I set up my booking page?Switch on Bookings, add one thing customers can book, and share the link: the page takes bookings and sends the confirmations and reminders.Read more
- Can I take an advance for a booking?Yes. Switch on Ask for an advance, and a booking is confirmed once the customer has paid; until then its time is kept for them.Read more
- Can customers pick a staff member?Yes. Add the people who take bookings, and your booking page asks Choose who, with Anyone available as one of the choices.Read more
- How do reschedules, cancellations and no-shows work?A customer can move or cancel a booking with the Manage booking button in their messages, until the booking starts; your team can do the same from…Read more
- How do review requests work, and why can’t I hide bad ones?Switch a request on and each customer gets one message after they pay an invoice, or after their visit, asking how it went.Read more
- Why did my customer not get the WhatsApp message?Open the invoice or the booking and look at what was sent: every message that did not go says why, and the email still goes when there is an address.Read more
- What are the limits on invoices and bookings, and what counts?Invoices and bookings are part of Basic, Pro and Enterprise, each with a monthly limit; they are not on Free and are not add-ons.Read more
- Can a bill show names in Hindi, Bengali or Tamil?Yes, in 8 Indian scripts: a name, an address or an item typed in one of them prints that way on the PDF.Read more
Still need help?
Email hello@fliok.com or use the contact form. We reply within one business day, Monday to Saturday, 9 AM to 7 PM IST.