Online appointments have become a key component of effective communication over the past few years.
Sign In Scheduling can integrate directly with Zoom, making it easy for you to host online appointments with automatically generated meeting links.
This guide explains how to connect your Zoom account to Sign In Scheduling.
How to connect your Zoom account to Sign In Scheduling
To get started, head to 'Setup' > 'Zoom integration' and click 'Connect Zoom'.
Here you'll also see any previously configured Zoom connections for each staff member within your account.
Note: each staff member must configure their own Zoom connections. Admin users cannot do this on their behalf.
You'll then be sent to Zoom's login/signup page. Log into your Zoom account (or create one).
Once you've logged in, you'll be prompted to link your Zoom account to Sign In Scheduling. You can then select your permissions preferences and click 'Allow' to confirm.
Once you've done this, the connection between Zoom and Sign In Scheduling will be completed.
A notice will confirm that the process has been completed successfully, and you'll then be able to head straight back to your Sign In Scheduling account by clicking 'Back to calendar'.
How to find your Zoom meeting link
To make sure that Zoom meeting links are created automatically for your online services, head to 'Setup' > 'Services', click on the service(s) you'd like to host with Zoom, and check that the location is set to 'Online/Phone'. You'll want to confirm that your availability has been applied to the 'Online/Phone' location, too.
Once this has been done, Sign In Scheduling will automatically generate Zoom meeting links for you and your customers when they book an online appointment with you. You'll find this meeting link within the booking information sidebar when you click on the booking in your calendar. Simply click 'Join Zoom meeting' to go straight to Zoom when it's time for the appointment.
Your customers will receive their meeting link via their booking confirmation and reminders.
How to use Zoom for recurring bookings
If you schedule online recurring bookings within Sign In Scheduling, the system will generate a unique Zoom meeting link for each individual booking in the series.
If you'd like to use the same Zoom meeting link for all of the bookings within the series, you can do so with the 'Personal Meeting Room' feature within Zoom. Click here for more information.
How to disconnect your Zoom account from Sign In Scheduling
To disconnect your Zoom account from Sign In Scheduling, head to 'Setup' > 'Zoom integration' and click 'Disconnect Zoom'.
Need more help?
We hope this guide has been helpful! If you have any questions, don't hesitate to reach out to our support team who will be happy to assist further.
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Want some tips on making the most of your online meetings? Click here!