Zoom Integration Documentation for Users
This document provides instructions to connect and use your Zoom account with Schedly.
For general documentation on Schedly, visit https://help.schedly.io.
- A Zoom account
- A Schedly Account
Tenants need to follow the short instructions below to fully integrate their online bookings with Zoom.
Go to Settings > Integration with Zoom;
Click the “CLICK TO CONNECT WITH ZOOM” button;
Allow the necessary permissions to authorize your Zoom account;
When it is authorized, it will automatically return to the previous page, where you will see a notification that your Zoom account has already been connected;
Tenants can disable integration with Zoom or connect to another Zoom account by clicking the Disconnect button at any time;
In the next step, you need to activate Zoom for the service by editing the services;
Then connect the Zoom account with the required Staff. To do this, go to the Staff module and select the Staff you want to connect to Zoom, and edit it. In the Zoom user section, select and save the required Zoom account;
That’s it. Tenants have already connected to Zoom. A meeting will be automatically created on Zoom on the appropriate date and time when online bookings are made. And your Tenants can send the URL of this meeting to their clients using Email, SMS, and Whatsapp notifications.
Uninstalling the Schedly | Zoom Integration
- Login to your Zoom account and navigate to the Zoom App Marketplace.
- Click Manage > Installed Apps or search for Schedly.
- Click the Schedly app.
- Click Uninstall.
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