For online appointments, the app can make a Zoom meeting for each booked time. The link goes into the customer's confirmation email, their reminders, and their calendar invite. You do not need to make meetings in Zoom yourself.
This needs the Pro plan or higher and a Zoom account (free or paid).
Step 1: Connect Zoom
- Click Settings in the app menu, then Calendar sync.
- Next to Zoom, click Connect.
- Sign in to Zoom and click Allow.
Meetings are made in the Zoom account you connect here, and use that account's settings. To add a waiting room or a passcode, turn it on in your Zoom settings at zoom.us.
Step 2: Use Zoom for a service
- On the Dashboard, open the service.
- On the General tab, under Location, click Zoom.
- Click Save in the bar at the top of the page.
Choosing Zoom replaces any address on the service. Services with Physical Location do not get meeting links.
Where the link shows
- the confirmation email
- reminder emails
- the Google Calendar or Outlook invite
- the booking in the app
Good to know
- One link per time. Customers booked into the same time share one meeting. This is what you want for a group class.
- Moving a booking keeps its link.
- Cancelling a booking does not delete the Zoom meeting. The customer gets a cancellation email, but the old link still opens. Delete the meeting in Zoom if you need to.
- Zoom free accounts limit meetings with 3 or more people to 40 minutes. One-on-one meetings are not limited.
Prefer Google Meet?
Under Location, click Google Meet instead of Zoom. The app makes a Meet link for each booking. This needs a connected Google Calendar.
For Microsoft Teams or another tool, click Custom Link and paste one link that every customer uses. See Add a description, notes, and a location.
Disconnect
Go to Settings > Calendar sync, click Disconnect next to Zoom, and confirm. The app stops making new meetings. Meetings it already made stay in Zoom.