Zoom Integration

The Zoom Integration feature allows you to generate unique meeting links for appointments within the Group Calendar section of . (To learn more about setting up calendars, check out our calendar tutorials.) If you yourself are the only person in your company/organization, you can create a "Group" of 1 person for your group calendar. Follow these steps to learn how to Integrate your Zoom account.

NOTE: Only Round Robin also known as group or team calendars work with the Zoom integration.

Step 1: Integrating Zoom

• Navigate to Settings > Profile.
• Scroll down to "Integrations" and click Connect next to Zoom.

• This will direct you to the Zoom sign-in page. Enter your Zoom credentials to log in.

• Once logged into Zoom, you'll see access request. Be sure the pre-approval is complete (if not you can click to do so.)
• Then click Authorize to confirm the integration.

• Navigate back to Settings > Profile.
• Scroll down to "Integrations" and you'll see the blue "Connect" button is now red and says "Disconnect", confirming the integration was successfully completed.
• It will also display your associated email address

Step 2: Setting Up Zoom Links For Your Calendars

OPTION A: You can set User Availability to default to using dynamic Zoom links for all bookings.

• Under "User Availability" choose "Connect Zoom" and click "OK" in the Confirmation window that pops up.

This will set up to use dynamic Zoom links for all calendar bookings.

OPTION B: Setting Up The Group Calendars Individually

• Navigate to Settings > Calendars.
• Create (or edit) a calendar for the Group your user is assigned to.
• In Part 1 of the Calendar Configuration "Team and Event Setup", choose the Zoom calendar from the dropdown for your user.

• Fill out the rest of the fields to create (or edit) the Group calendar.
• In Part 3 fill out the additional notes section to also include the meeting link there using the custom value {{appointment.meeting_location}}

• Click on complete when finished with calendar setup

 Step 3: Testing the Calendar

• Book an appointment by navigating to Calendars and double clicking on a space or by using the scheduling links.

Or

• Your meeting location will display when scheduled through the link.

• For manually created appointments
• Navigate to the Calendar view
• Filter to the appropriate calendar from the dropdown at the top, by choosing the appropriate Group calendar in which you’ve booked the appointment.
• Click into the test appointment you created. The "Meeting ID" will show your Zoom link.

NOTE: If using a Group calendar, you can see Zoom meetings scheduled within displayed in your Zoom account. In your Zoom account, navigate to "Upcoming Meetings" and you'll see them listed here.