Skip to main content

Zoom Integration — Setup, Usage, and Removal Guide

Connect and disconnect Zoom integration

Updated over 2 weeks ago

This guide explains how to add, use, and remove the Zoom integration in your account.

What the Zoom Integration Does

When you connect Zoom, you can select Zoom as the meeting tool for online appointments and classes. The system automatically creates and stores a unique Zoom meeting link for each booking, so you and your clients can join easily.


Requirements / Prerequisites

  • A Zoom account you can authorize apps for

  • If your Zoom organization restricts installations, an account owner or admin may need to approve the app before you can connect it

  • You must be logged into the correct Zoom account when authorizing


Adding the App

You can start the Zoom authorization from any of the following locations:

Option 1 — From the Integrations Page (recommended)

  1. Go to Settings → Integrations

  2. Click Connect on the Zoom card

  3. Zoom will open — sign in (if prompted) and review and approve permissions

  4. After authorization, you’ll return to our app and see your connected Zoom account details

If your organization requires admin approval, Zoom will display Request Access instead of installing immediately.


Option 2 — While Creating or Editing a Service (1:1 appointments)

  1. Go to Catalog → Services → Add new

  2. Under Meeting locations, enable Online

  3. Select Zoom in the Meeting tools dropdown

  4. Click Connect Zoom and complete authorization

  5. Save the service when you return


Option 3 — While Creating or Editing a Class Schedule (Group classes)

  1. Go to Catalog → Classes → Add Class

  2. Continue to the schedule step

  3. Under Locations, select Online

  4. Select Zoom from the Meeting tool dropdown

  5. Click Connect Zoom and complete authorization

  6. Finish creating the schedule


Using the Integration

Use-case: Online Appointments

Prerequisites

  • Zoom is connected

  • The service supports Online meetings

How it works

  1. Create an appointment and select Online + Zoom

  2. A Zoom meeting is automatically generated

  3. A Join Meeting link appears in the appointment for both you and the client


Use-case: Online Classes / Group Sessions

Prerequisites

  • Zoom is connected

  • The class schedule supports Online meetings

How it works

  1. Set the class schedule to Online + Zoom

  2. A Zoom meeting link is generated for the session

  3. The Join Meeting button appears in the class booking/session view


Removing the App

You can remove Zoom authorization at any time.

  1. Go to Settings → Integrations

  2. Click Disconnect on the Zoom card

Implications of Removing / De-authorization

  • You will no longer be able to generate new Zoom meetings from bookings

  • Existing Zoom meetings that were already created in Zoom will remain in your Zoom account

  • After disconnection, the app no longer has access to your Zoom account

How we handle your data after removal

  • We do not delete meetings stored in your Zoom account

  • Any stored meeting references in our system remain only as booking history

  • No further API calls or updates are made after disconnection


Troubleshooting / Common Issues

If you encounter issues:

  • Make sure you are logged into the correct Zoom account

  • If you see a Request Access button, your Zoom admin must approve the app

  • Try disconnecting and reconnecting the integration

For additional help, please contact support using the chat button on this page.

Did this answer your question?