How do I add automatic Zoom links to my appointments?

Connecting Zoom means every virtual care consultation or family meeting gets its own Zoom link automatically. The link goes out with the confirmation, so nobody has to create and paste a meeting link by hand.

Before you start

• A free Zoom account works. Paid plans add longer meetings and other Zoom features.
• Zoom is connected to your user profile. Each user connects one Zoom account. The same Zoom account can be used by more than one user.
• Automatic links work on personal booking, round robin, collective and service calendars.

Connect Zoom

1. Go to Calendars, click Calendar Settings and open the Connections tab.
2. Open the Video Conferencing tab.
3. Click + Add New, then Connect next to Zoom.
4. Sign in to Zoom and allow access.

You can also connect from Settings, then My Profile, in the Video Conferencing section of the calendar settings. If your Zoom account shows there, it is connected.

Turn on Zoom for a calendar

1. Go to Calendar Settings and edit the calendar.
2. Open the Meeting Details tab.
3. For each team member, choose Zoom as where the meeting takes place. The team member must have Zoom connected.
4. Click Save.

Make sure the link appears in your messages

Your confirmation and reminder emails and texts need to include the appointment's meeting details custom value. Open the template, insert the custom value from the Appointment group that holds the meeting address, and save. If the link is missing from confirmations, this is almost always the reason.

Common questions

• What if Zoom disconnects? Reconnect it. Upcoming appointments that were booked while Zoom was disconnected get their missing links added automatically.
• How do I switch Zoom accounts? Go to Connections, then Video Conferencing, click Disconnect next to Zoom, then connect the other account.
• Can I use Zoom and Google Meet? You can connect both, but each calendar or team member uses one video option at a time.
• Can different calendars use different Zoom accounts? No. Zoom is tied to your user profile, so all your calendars use your one Zoom account.

Have a question about your own account? Submit a ticket and our team will follow up.