Sign In Scheduling integrates directly with Zoom. Click here if you're looking for more information on how to use the Zoom integration.
If the Zoom integration isn't working as you'd normally expect it to, read on for some troubleshooting steps to help get things up and running.
Note: Zoom limits its free users to a call length of 40 minutes. Keep this in mind if you have a free Zoom account, and are looking to host appointments that exceed that timeframe.
Check that the booking has a customer attached
In order for Zoom meeting links to be generated for a booking, that booking must have a customer attached to it. You can check this by clicking on the booking within your calendar. The customer name(s) will appear at the top of the sidebar.
If no customer appears, you can either click on the pencil icon at the top of the sidebar to edit the booking and manually select a customer to add, or you can ask that the customer book the appointment themselves, via your booking page.
Check that the booking location is set to 'Online/Phone'
Zoom works with services set to take place at the 'Online/Phone' location.
To review or change the location of your services, head to 'Setup' > 'Services', click on the service you'd like to look at, scroll to the 'Location' section and select 'Online/Phone'.
Your changes will be saved automatically.
Check that the booking is assigned to the correct staff member
Staff members wanting to host Zoom appointments must have an active Zoom connection within Sign In Scheduling. If they don't, Zoom meeting links won't be generated for their online appointments.
Staff can set up their own Zoom connections under 'Setup' > 'Zoom integration'.
To check which staff member the booking is assigned to, click on it within the calendar and refer to the information in the sidebar. To change the staff member, click on the pencil icon at the top of the sidebar and select a different staff member from the drop-down. Scroll down and click 'Change' to save.
You'll should also make sure that each Zoom account connected to Sign In Scheduling is linked to only one staff member. Each staff member using Zoom should have their own separate Zoom account and login.
Check that errors have been dismissed
Any errors affecting the Zoom connection will appear under 'Setup' > 'Zoom integration'. Click 'Dismiss errors' to remove them.
How to disconnect/reconnect
To reconnect, follow the instructions outlined here.
Need more help?
If the steps in this guide haven't helped, don't hesitate to reach out to our support team for assistance.