Started to offer your services online? Streamline the scheduling process for 1:1 appointments and group classes with the Setmore-Zoom integration. Each time a booking is made through your calendar or Booking Page, Setmore automates a Zoom link and fires it over to you and your guests. Meet customers online and host consultations, webinars, workshops, and more.
Integration Notes:
The Zoom integration lets you assign one Zoom User ID to a staff profile.
Only the admin of the Zoom account/a user with admin access can authorize the integration.
Your staff members and customers must download the Zoom app to join a meeting.
Each Zoom User ID has a limit of 100 create/update requests per day. Zoom will not create a video meeting link for appointments and classes if requests exceed this amount.
This integration is available on the web and mobile apps.
Activating the Zoom integration (Web app)
Log into your Setmore account and go to Apps & Integrations > Zoom.
Click the ‘Activate’ button on the left side of the integration window.
Enter your Zoom account’s username and password, then click the ‘Sign In’ button.
Grant Setmore permission to automatically create and add Zoom meetings to your appointments.
Click ‘Assign Zoom User’ to connect Zoom User IDs with corresponding staff profiles in Setmore.
Choose from existing Zoom User IDs that are available in your Zoom account.
You’ll be prompted to choose services and classes that should be video-enabled. Click ‘Finish’ to save your changes.
The Zoom integration is activated! A Zoom meeting link will be created when a video-enabled service or class is booked.
Activating the Zoom integration (Mobile app)
In your Setmore mobile app, go to Account > Integrations > Zoom. Tap the ‘Activate Now’ button.
Sign in with your Zoom account credentials to give Setmore permission to connect.
Your Setmore app will signal a successful activation. Note: You must download the Zoom app to your device in order to join Zoom meetings.
Accessing your Zoom meeting links
When a video-enabled appointment or class is scheduled, an email notification containing the Zoom meeting link is sent to the service provider and customer.
Zoom meeting links can also be accessed in your Setmore calendar. Click individual appointments to view Zoom links in their details.
Adding or removing Zoom meeting links
Removing Zoom meetings from appointments or classes: Go to your Setmore calendar and click a booking to view its details. Select ‘Edit Appointment’ and ‘Remove’ next to the video meeting link.
Disabling Zoom meetings for appointments or classes: Go to Apps & Integrations > Zoom and choose ‘Manage Integration’. You can select services and classes that should have a Zoom meeting added to them.
Deactivating the Zoom integration (Web app)
Go to Apps & Integrations > Zoom. In the Zoom integration card, click the 'Deactivate' button.
New appointments and classes will not have Zoom links added to them. Zoom meeting links for previously booked video appointments and classes will also be removed.
Need some help?
If you require further assistance in setting up the Zoom integration, contact Team Setmore at help@setmore.com, call +1 (877) 989-7413 or start a chat from inside your Setmore app.