Zoom Integration
Connect Zoom to automatically generate unique meeting links for virtual appointments.
Setting up Zoom
- Go to Admin > Settings > Integrations
- Find Zoom and click Connect
- Sign in with your Zoom account and authorize the integration
How it works
Once connected, every virtual appointment automatically receives a unique Zoom meeting link. The link is:
- Included in the confirmation email to the client
- Added to the Google Calendar event (if calendar sync is active)
- Displayed on the appointment detail page in your admin
Configuration options
- Default meeting settings — Set waiting room on/off, recording preference, and meeting password
- Meeting duration — Automatically matches the appointment type duration
- Host video — Choose whether your camera starts on or off by default
Enable the waiting room for first-time client meetings. It gives you a moment to prepare before admitting the client to the call.
Fallback for in-person meetings
The Zoom link is only generated for appointment types marked as "Virtual" or "Virtual/In-Person." Purely in-person appointment types do not generate Zoom links.
Troubleshooting
- No Zoom link generated — Ensure the appointment type is set to Virtual
- Authorization expired — Re-connect Zoom from Settings > Integrations
- Client cannot join — Share the meeting link manually from the appointment detail page
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