1. In a nutshell

Zoho Bookings allows you to integrate seamlessly with Zoom Meetings and conduct online meetings for your appointments. 

2. Feature availability

• Available for all plans.
• Roles

• Super admins and admins can set up the integration 
• Other users will get the meeting link for their appointments once the admin configures the integration

3. Overview

Zoom Meeting is a video conferencing platform that facilitates virtual meetings, webinars, and collaborative sessions, making remote communication efficient and interactive. Connecting Zoho Bookings with Zoom Meetings lets you meet your clients online. 

Key benefits of this integration

• Creates a meeting link when an appointment is scheduled
• Sends the link to customers and users in the email notifications
• Adds the meeting details in the appointment summary
• Updates the meeting when the appointment is rescheduled or canceled

4. Steps to integrate Zoom Meetings

Prerequistie

• This integration requires a suitable plan with Zoom Meetings to schedule a desired number of online consultations for participants.

4.1 Connect Zoom Meetings

1. Click the Admin Center icon  in the top right corner of Bookings. Select Video Conferencing under Integrations. 
   
2. Click the Zoom card, then click Connect.
   
3. You will be redirected to Zoom's login page. You can sign in or sign up. 
4. Read through the permissions and click Allow, and then your Zoho Bookings and Zoom account will be connected.
   
   

Note:
You can integrate any Zoom account, regardless of whether it uses the same email address as in Bookings. However, for users who will host online meetings, their Bookings email address must be added as users in Zoom as explained in 4.3.

4.2 Choose meeting mode in event types

For event types that require to meet through Zoom Meeting, you need to select Zoom Meeting as meeting mode.  

1. Switch to the required workspace by clicking the workspace name under the Bookings on the top left.
2. Click Event Types on the left sidebar, then select the required event type. 
3. In the Event Type Details tab, click Edit and select Online under Meeting mode and choose Zoom Meeting in the next dropdown. 
   
   
   
   Perform the above steps for all the required event types. Alternatively, you can also set the meeting mode while creating a new event type.
   

4.3 Add users to Zoom Meeting

Bookings users must be added as a user in Zoom Meeting to generate meeting links for the respective users' appointments. Refer to this help page on how to add users in Zoom Meeting. 

You can integrate more than one video conferencing tool at a time. On the event type settings, you can choose any one of the integrated video conferencing tools.

5. What to expect after integration

After the integration, each time an appointment is booked for the selected event types, a Zoom Meeting link will be generated automatically. Bookings users can access this in the Appointment Summary and also in the email notification(if configured). 

Customers can get this link in the email notification(if configured) and in the booking confirmation page. 

On accessing the meeting in Zoom Meeting, customer details that were entered in the booking form can be seen under the Description section of Zoom Meeting.

Email notifications that are send to users and customers have a variable %meeting_info% included by default. This adds the meeting link to the email. If you've removed it before while customizing, you can add it by navigating to Insert Variables > Meeting Info in the message editor under Notification Preferences.

6. Disconnect the integration

If Zoom Meeting is not required for the online meetings, you can remove the integration. On disconnecting, meeting links will not be generated for appointments booked. However, links created before disabling will continue to work. 

To disconnect:

1. Click the Admin Center icon  in the top right corner of Bookings. Select Video Conferencing under Integrations. 
2. Click the Zoom card, then click the Options icon  at the top-right corner.
3. Select Disconnect. This removes the Zoom Meeting integration. 
   

7. Troubleshooting

Why is the meeting link not being generated even after integrating?

• If the meeting link is not getting generated for the booked appointment, ensure the below:

• Check if the user booked for the appointment is added as a user in Zoom.
• Check if the event type's meeting mode is selected as Zoom Meeting.
• Check if you've connected your Zoom Meeting account properly. Try to connect it again.

8. Points to note

• The choice for Meeting Mode under Event Type Details is retained even when Zoom Meeting integration is disabled and enabled again.
• The booked user can conduct the meeting. The participant(s) can join the meeting and start collaborating.

9. Related links

• Integrate Zoho Bookings with Google Meet
  
• Integrate Zoho Bookings with Zoho Meeting