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.
What the Appointedd/Zoom integration does
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.
Connect Appointedd and Zoom
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 integrations tab
- Select Zoom
- Click sign in to 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 your business tab
- Select services
- Click the pencil icon next to the appropriate existing service or click add service to create a new one
- Go to advanced settings
- 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, just get in touch with the support team through the messenger on the bottom right of your Appointedd account.
Disconnect your accounts
You can disconnect your Zoom and Appointedd accounts at any time by going to Zoom under the integrations tab and clicking disconnect from Zoom.