Zoom Meetings Integration | Help - Zoho Bookings

Zoom Meetings Integration

Super admins and admins can configure, view and modify the Zoom Meetings integration. Managers & staff will not have access to this information.

Zoho Bookings allows support, sales, and other customer-facing teams to offer online consultations through appointments by integrating with  Zoom Meetings. Zoom is a cloud-based video and audio collaboration software. With this integration in place, businesses can help their customers schedule online consultations with them.

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

The Flow

          

Setting up Zoom Meetings

I. Enable the integration

  1. Click Integration on the top right corner of the menu panel. Then select Video Conferencing. You will see Zoom Meetings integration listed under the Tools Available section.


  2. Hover over  Zoom Meetings and click the card.



  3. The  Overview tab opens up with details about the integration and its requirements. Click the Connect Zoom Meetings button.



  4. You will be redirected to Zoom's login page. You can sign in or sign up.
    Note:
    You can integrate any Zoom account, regardless of whether it uses the same email address as in Bookings. However, for staff members who will host online meetings, their Bookings email address must be added as users in Zoom as explained in step III



  5. Read through the permissions listed and click Authorize.



  6. Once you authorize Zoom Meetings, the Configure tab lists all the one-on-one services created. 


II. Choose services for meetings

You can select the required  one-on-one services to  create Zoom meetings.
  1. Click  Edit  to choose the required services.



  2. Pick the required services and click Save. The selections are retained.


    Note: When an appointment is booked for a service, say 'Remote Support', a corresponding meeting will be made available in Zoom Meetings.

  3. The Preferred Meeting Mode shows Zoom Meeting for the services chosen above. 



Enable meetings on creating services

You can enable creating a Zoom meeting while creating a one-on-one service.
  1. Add a new  one-on-one service. Choose Zoom Meetings from the Preferred Meeting Mode dropdown.
    Note: Zoom Meeting option will appear in Preferred Meeting Mode only when the integration is enabled.


III. Add users to Zoom Meeting

Let's see how to add a Zoho Bookings staff (shown below) as a user in Zoom Meetings to be able to conduct online meetings.
Note: Zoom meetings will be created only for staff added as users in Zoom.
  1. Login to Zoom Meetings.

  2. Navigate to  User Management Users under ADMIN. Click + Add Users.
    Note: If you own a free Zoom Meetings account, you might be required to pay in order to add users.


  3. A pop-up shows up. Enter the email address of the Zoho Bookings staff you want to add to Zoom Meetings and click Add.



  4. User is added in Zoom Meetings.
    Note: You can add users and set roles in Zoom as required.

IV. Book an appointment

Customers book an appointment with the service configured to create online meetings as a  guest user or  customer portal user.
The summary page displays the appointment details along with the meeting details.



Once an appointment is booked, the meeting will be created in Zoom against the respective Zoho Bookings user. The booked meeting appears under the  Meetings > Upcoming section in Zoom Meetings. The staff can click Start to begin the meeting.


Note: Once the appointment is booked,  email notifications can be sent to both the staff and/or the customer on booking, rescheduling and cancelation of appointments.
The support link can be included in  notification emails using  Meeting Info from the  Variables list. The variable  %meetinginfo% populates the Zoom meeting link.



Email notification for Staff



Email notification for Customer



The configured staff can  host the meeting. The participant(s) can then  join the meeting and start collaborating.

Disable the integration

If you do not want to create Zoom meetings for events in Zoho Bookings, you can disable the integration.
  1. Navigate to Integration --Video Conferencing. Click Zoom Meetings and click the More option icon at the right top corner of the screen in the Overview section.



  2. Click  Disable Zoom Meetings. Zoom Meeting is now disabled.


    Note: Once the integration is disabled, Zoom meetings will not be created automatically. But meetings created for previous appointment triggers will be still in tact.

Plans supporting this feature

Product/Service
Applicable Plans
Zoho Bookings
Basic/Premium
Zoom Meetings
Any suitable plan

Note: You can view all the pricing plans for Zoho Bookings here.


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Appointment Title Customization

                                                                                                                What Does This Page Cover? Learn how to customize your appointment title and have more control on how you label and organize your appointments, enhancing organization and productivity. Availability This feature is available for all paid plans. Super ...
                                                                                                              • Microsoft Teams Integration

                                                                                                                What does this page cover? Learn how to integrate Microsoft Teams with Zoho Bookings to conduct virtual meetings. Availability This integration can be accessed by Zoho Bookings users of all plans. Super admin and admin can access this integration. ...
                                                                                                              • Zapier Integration

                                                                                                                Super Admins and Admins can enable Zapier integration. Managers & Staff will not have access to this information. Zoho Bookings partners with Zapier to accomplish your extended integration needs using Zaps. Zapier is an online automation tool that ...
                                                                                                              • Zoho Meeting Integration

                                                                                                                Super Admins and Admins can enable Online Meeting for a Service. Managers & Staff will not have access to this information. Zoho Bookings allows you to offer services online by integrating seamlessly with Zoho Meeting. Zoho Meeting is our in-house ...
                                                                                                              • Google Meet Integration

                                                                                                                Super admins and admins can configure this integration. Managers and staff will not have access to this information. Google Meet is a video conferencing tool that enables users to have online meetings, share screens, and collaborate in real time. By ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources