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Enabling Zoom

Admin Setup:

Our Zoom.us integration allows you and your team to instantly schedule video conference calls, meetings, consultations, and more. When a customer schedules with you, AppointmentCore will send your customer a confirmation email including the Zoom instructions. The Zoom instructions will also be included in your calendar event’s details.

To connect Zoom, click on Account Settings & Extensions, then click on the “Extensions” tab on the left. Selecting “On” will allow all other users to connect to their individual Zoom Accounts. Then, you will need to click on the Zoom “Settings” button, and connect to Zoom via your unique API Key and Password, which can be found within the Advanced>>REST API Tab of your Zoom account page.  www.zoom.us/developer > REST API > click on the Credential tab > enable API.  <Screen Shot>    Once entered, you will be able to select which user to connect as your admin.  Individual users can connect their own accounts using the instructions below.

Note that because a shared company account can only host (1) one Zoom meeting at a time, each team member will need their own Zoom user account if you want to run multiple simultaneous meetings.

 

User Setup:

If you use Zoom to schedule video conferences with prospects or team members, you can link your Zoom account with AppointmentCore under My Extensions. If you have your own Zoom account, connect using your account email and password.  Note that your Admin needs to connect the company Zoom account for this option to work.

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