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Web Conferencing
Integrate Zoom with Appointlet
Integrate Zoom with Appointlet

Leverage our Zoom integration to effortlessly schedule and conduct your virtual meetings.

Updated over a week ago

To host meetings with a Zoom account, you will need to begin by clicking on your profile image in the bottom left corner of the app. Select Web Conferencing from the dropdown menu as shown here:

Connect your Web Conferencing integration

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You will be presented with this web conference modal. Click the green button to the right of the Zoom option that says Connect and you will be taken to an authentication screen.

If you are already logged into Zoom, the screen will simply ask you to accept or decline the integration. If you are not logged in yet, enter your Zoom login credentials to connect Appointlet to your Zoom account.

Upon connecting, the Zoom browser tab will close automatically. Appointlet will auto-update to display your connected account. You can click the ellipsis (...) to access the web conference settings or delete the connection.

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Set your meeting type location to Web Conferencing

With your web conference service integrated at the user level, you can close the user settings panel and navigate to your scheduling pages. From here, click on the meeting type that should be configured for web conferencing:

Select Location from the meeting type editor's left navigation menu. Of the three options shown here, you should select Web Conferencing. When you do, if the web conference account is integrated successfully, you'll see a green checkmark at the right corner of the Web Conferencing section.

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What to expect from meeting types that have a Web Conferencing location

Once your web conference location and integration are set up correctly, your meetings will automatically generate a unique web conference URL for each meeting. All attendees will receive a confirmation email and calendar event that include a direct link to join the meeting.

This is what the confirmation email looks like. The video conference link contains the unique meeting URL:

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