> For the complete documentation index, see [llms.txt](https://software-help-docs.gitbook.io/knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://software-help-docs.gitbook.io/knowledge-base/software-guide/integration-and-widget/zoom-integration.md). # Zoom Integration The Zoom Integration feature allows you to generate unique meeting links for appointments within the Group Calendar section of our software. (To learn more about setting up calendars, check out our calendar tutorials.) If you yourself are the only person in your company/organization, you can create a "Group" of 1 person for your group calendar. Follow these steps to learn how to Integrate your Zoom account. ***NOTE:** Only Round Robin also known as group or team calendars work with the Zoom integration.* **Step 1: Integrating Zoom** * Navigate to Settings > Profile. * Scroll down to "Integrations" and click Connect next to Zoom. {% embed url="" %} * This will direct you to the Zoom sign-in page. Enter your Zoom credentials to log in. {% embed url="" %} * Once logged into Zoom, you'll see our software access request. Be sure the pre-approval is complete (if not you can click to do so.) * Then click Authorize to confirm the integration. {% embed url="" %} * Navigate back to Settings > Profile. * Scroll down to "Integrations" and you'll see the blue "Connect" button is now red and says "Disconnect", confirming the integration was successfully completed. * It will also display your associated email address **Step 2: Setting Up Zoom Links For Your Calendars** **OPTION A:** You can set User Availability to default to using dynamic Zoom links for all bookings. * Under "User Availability" choose "Connect Zoom" and click "OK" in the Confirmation window that pops up. {% embed url="" %} This will set up our software to use dynamic Zoom links for all calendar bookings. **OPTION B:** Setting Up The Group Calendars Individually * Navigate to Settings > Calendars. * Create (or edit) a calendar for the Group your user is assigned to. * In Part 1 of the Calendar Configuration "Team and Event Setup", choose the Zoom calendar from the dropdown for your user. {% embed url="" %} * Fill out the rest of the fields to create (or edit) the Group calendar. * In Part 3 fill out the additional notes section to also include the meeting link there using the custom value {{appointment.meeting\_location}} {% embed url="" %} * Click on Complete when finished with the calendar setup **Step 3: Testing the Calendar** * Book an appointment by navigating to Calendars and double-clicking on a space or by using the scheduling links. {% embed url="" %} Or {% embed url="" %} {% embed url="" %} {% embed url="" %} * Your meeting location will display when scheduled through the link. {% embed url="" %} * For manually created appointments * Navigate to the Calendar view * Filter to the appropriate calendar from the dropdown at the top, by choosing the appropriate Group calendar in which you’ve booked the appointment. * Click on the test appointment you created. The "Meeting ID" will show your Zoom link. {% embed url="" %} ***NOTE*****:** If using a Group calendar, you can see Zoom meetings scheduled within our software displayed in your Zoom account. In your Zoom account, navigate to "Upcoming Meetings" and you'll see them listed here. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://software-help-docs.gitbook.io/knowledge-base/software-guide/integration-and-widget/zoom-integration.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.