Zoom provides cloud based video communications, allowing you to host web meetings by audio, video or both. You can also share your screen, record your meetings and more.
Zoom and Appointedd integration allows you to automatically attach a virtual meeting link to the bookings, which then gets shared with your customers in automated communications and calendar events.
If you would like to learn how to use Appointedd with Zoom Webinars read this article.
⚙️ How does Zoom and Appointedd integration work
When a booking is created
When you connect Appointedd and Zoom, a web meeting is created in Zoom when a booking is made with an appropriate service/resource.
The web Meeting URL (e.g. https://zoom.us/j/123456789) is included in the confirmation email to the customer as part of the body of the email and in the attached .ics calendar file.
For complete convenience for the resource, the Zoom link is sent to them in their notification email when a booking is made (see more about resource notifications here) and is included in their synched external calendar (see more about calendar sync here).
When a booking is modified
When a booking is moved to another date or time by the resource or at app.appointedd.com, the Zoom Meeting link will updated to the appropriate time. The email confirmation to the customer notifying them that the booking has been changed will also include the new Zoom link.
⚒️ How to connect Appointedd and Zoom Meetings
To start using Zoom, first you need to connect your two accounts. If you don't yet have a Zoom account, you can create one at https://zoom.us/.
Log in to Appointedd at app.appointedd.com
Go to the Connect tab
Select Connect with Zoom
Click Zoom Meetings integration to sign in and connect
Log in to your Zoom account
Click authorize and you'll be directed back to your Appointedd account
Click the orange assign button to assign a Zoom user to an Appointedd resource
By assigning a Zoom user to a resource, all bookings made with that resource (for a service which has Zoom integration enabled) will automatically create a Zoom Meeting for that Zoom user.
Select a Zoom user from the dropdown
Select the appropriate resource(s)
Click assign.
Your Zoom user is now connected to the appropriate resource(s). Now we need to set the services for which a Zoom Meeting should be created.
🖌️ Set the services for which Zoom Meetings should be created
To ensure that Zoom Meetings are only created for the appropriate bookings in Appointedd i.e. to make sure a Zoom Meeting isn't created for an in-person meeting, you should turn on this setting for the appropriate services in Appointedd:
Go to the Setup tab
Select Manage services
Click the pencil icon next to the appropriate existing service or click add service to create a new one
Go to Type of service
Scroll to the bottom to find the Zoom section
Flip the slider to ON
Click save service
Repeat for any service which you wish to create a Zoom Meeting.
If you have any questions about this integration, please get in touch with the support team through the messenger on the bottom right of your Appointedd account.
🔎 Where to find the Zoom link in your booking tools
You can quickly join a Zoom meeting by selecting the existing booking in your calendar and clicking on Join Meeting, or copying the link and pasting it in your browser.
❌ Disconnect your accounts
You can disconnect your Zoom and Appointedd accounts at any time by going to Zoom under the Connect tab and clicking disconnect from Zoom.
Please note that the admin user who connects Zoom to Appointedd has to stay admin and part of the Zoom organisation after connecting Zoom & Appointedd. If this person is removed as a user from Zoom the integration will no longer work. If you wish to remove this admin user please disconnect the integration, remove the user from Zoom and then connect the integration again.
Want to use Microsoft Teams instead? Check out this guide.