Step 1: Integrating Zoom
Navigate to Settings > Profile.
Step 2 : Scroll down to find the "Calendar Settings" > click the "Video Conferencing > click the "+Add" > Then Connect.
Step 3 : This will direct you to the Zoom sign-in page. Enter your Zoom credentials to log in.
Step 4 : Once logged into Zoom, you'll see the system access request. Be sure the pre-approval is complete (if not you can click to do so.)
Step 5 : Then click Authorize to confirm the integration.
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.
This will set up your system to use dynamic Zoom links for all calendar bookings.
OPTION B: Setting Up The Team Calendars Individually
Navigate to Settings > Calendars.
Create (or edit) a calendar for the team 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.
Fill out the rest of the fields to create (or edit) the team calendar.
Click into the Team Calendar you just saved.
Book an appointment.
Navigate to Scheduling > Calendar
Filter to the appropriate calendar from the dropdown at the top, by choosing the appropriate team calendar in which you’ve booked the appointment.
Click into the test appointment you created. The "Meeting ID" will show your Zoom link.
NOTE: If using a team calendar, you can see Zoom meetings scheduled within the CRM displayed in your Zoom account. In your Zoom account, navigate to "Upcoming Meetings" and you'll see them listed here.
