Connect a staff member's Zoom account to Bookings so their virtual appointments automatically include a Zoom meeting link. Zoom is connected separately for each staff member, from their staff profile.
Bookings admins can connect Zoom for any staff member. Staff members with the User permission can connect Zoom to their own profile.
To connect Zoom to a staff member profile:
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In Bookings, click Appointments & Staff, then click Staff Members.
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Click the staff member.
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In the Conferencing Apps section, click Add, then click Zoom Video.
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Sign in to Zoom, then click Allow.
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Next to Zoom Video, click the More (⋯) icon, then click Set as default.
Note
Zoom meetings are created in the Zoom account you sign in with when you add Zoom. To use a staff member's own Zoom account, sign in with that account.
Zoom is used for an appointment when it's the staff member's default conferencing app and the appointment type's location is set to the organizer's default app. Cal Video is the default until you change it.
To set Zoom as the default, in the staff member's Conferencing Apps section, click the More (⋯) icon next to Zoom Video, then click Set as default.
To use Zoom for an appointment type:
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In Bookings, click Appointments & Staff, then open the appointment type.
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In Location, select Organizer's default app.
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Click Save.
When a customer books this appointment type, a Zoom meeting is created in the staff member's Zoom account, and the customer receives the join link in their confirmation email. If the booking is rescheduled, the Zoom meeting is updated. If it's canceled, the Zoom meeting is deleted.
Note
Staff members who haven't set Zoom as their default use Cal Video for these appointments.