Integrating Zoom for User's Calendar Bookings

What is Zoom Integration?

The Zoom integration with BrokerOS allows users to schedule, start, and manage Zoom meetings directly within the platform, eliminating the need to switch between applications. Once set up, it automatically generates unique Zoom meeting links for each new meeting when the meeting location is set to Zoom in the user availability and calendar settings.

Prerequisites:

Any User can start using Zoom Integration for Calendars

Each User connects their own Zoom account to their Profile, and a unique link is generated with every booking on each Group Calendar(s) the User is assigned to

Dynamic Zoom links are only available with Round Robin and Collective Calendars.

Step 1: Install the Zoom integration

You can configure Zoom for your scheduled meetings in the following ways:

User Integrations

• User Profile > Integrations > Zoom > Connect

  • In the dialog box, click Connect to Zoom (If not already connected)

  • Enter your Zoom login credentials, then click Sign in.

  • You'll be prompted to grant permission for Zoom to access your Zoom account. Click Allow.

  • You'll be redirected to the platform, where Zoom appears under User Profile Integrations.

Default Meeting Location

• User Profile > Default Meeting Location > Zoom > Connect

  • In the dialog box, click Connect to Zoom (If not already connected)

  • Enter your Zoom login credentials, then click Sign in.

  • You'll be prompted to grant permission for Zoom to access your Zoom account. Click Allow.

  • You'll be redirected to the platform, where Zoom appears under User Profile Integrations.

  • You can then select 'Zoom' from the dropdown and hit 'Save' to prompt a dialog ascertaining whether or not existing meeting locations across all other calendars need to default to Zoom.

Calendar Settings

• Settings > Calendar Settings > User [x] > Meeting Location

  • In the dialog box, click Connect to Zoom (If not already connected)

  • Enter your Zoom login credentials, then click Sign in.

  • You'll be prompted to grant permission for Zoom to access your Zoom account. Click Allow.

  • You'll be redirected to the platform, where Zoom appears under User Profile Integrations.

  • You can then select 'Zoom' from the dropdown to have the meetings include Zoom links with every booking.

Please note: You must be logged in as the user to do the profile setting integration options. If you are unable to find the Profile setting option within the sub account-level settings, you must edit the user's role from the agency-level Team setting to assign the user to the specific location(s).