Zoom Integration

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

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.

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 Team Calendars Individually

• Navigate to Settings > Calendars.
• Create (or edit) a calendar for the team 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 team calendar.

Step 3: Testing the Calendar

• Click into the Team Calendar you just saved.
• Book an appointment.

• Navigate to Scheduling > Calendar
• Filter to the appropriate calendar from the dropdown at the top, by choosing the appropriate team 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 team 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.