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Zoom Integration
To seamlessly automate your online Zoom meetings using Availabu, follow these comprehensive steps to integrate Zoom into the platform:
Step 1: Create Your Zoom App
- Visit the Zoom Marketplace Navigate to the official Zoom Marketplace at https://marketplace.zoom.us/.
- Sign In Sign in to your Zoom account by clicking the “Sign In” button located in the top-right corner of the page.
- Access the Developer Tools From the navigation menu, select “Develop” and then choose “Build App” from the dropdown menu.
- Choose App Type Select “Server-to-Server OAuth App” and name your app as you wish.
- Copy App Credentials Once your app is created, you will be presented with the App Credentials. Make sure to copy these credentials (Account ID, Client ID, and Client Secret) as they will be required later in the Availabu settings.
- Complete App Information Click “Continue” and fill in the necessary information for your Zoom app. Ensure accurate and professional details for a seamless integration.
- Skip Features Section On the “Features” page, no specific action is required. Simply click “Continue” to proceed.
- Add Required Scopes In the “Scopes” section, add the necessary permissions that Availabu requires to interact with Zoom. Use the following scopes:
- Meeting:
- meeting:write:admin
- meeting:update:admin
- meeting:delete:admin
- User:
- user:read:admin
- user:write:admin
- user:read:list_users:admin
- Meeting:
- Activate Your App Click the “Continue” button to proceed. Once ready, click on the “Activate Your App” button to finalize and activate your Zoom app. Your app is now ready to integrate with Availabu.
Step 2: Configure Zoom Integration in Availabu
- Enable Zoom Integration
- Navigate to Availabu > Settings > Integrations.
- Locate the Zoom Integration option and enable it.
- Enter App Credentials
- Paste your Account ID, Client ID, and Client Secret obtained from the Zoom Marketplace into the respective fields.
- Set Meeting Details
- Use the Meeting Topic and Meeting Description fields to define how meetings are titled and described. You can use shortcodes to personalize these fields. To view available shortcodes, click on the Keywords icon.
- Password Settings
- By default, Availabu generates random 8-digit passwords for your Zoom meetings. If you prefer to create meetings without a password, disable the “Set random password for meetings” option.
Step 3: Link Zoom Users to Availabu Staff
- Go to Staff Settings
- Navigate to Availabu > Staff.
- Edit Staff Details
- Select the staff member you want to link to Zoom and click Edit.
- Assign Zoom User
- At the bottom of the edit form, locate the Zoom User field. Select the appropriate Zoom user from the dropdown and save the changes.
Step 4: Activate Zoom for Specific Services
- Edit Service Settings
- Navigate to Availabu > Services and select the service you want to integrate with Zoom.
- Enable Zoom Integration
- In the service settings, enable the “Activate Zoom for this service” option and save your changes.
Step 5: Use Zoom Shortcodes in Notifications
Note: The integration connects directly to your existing Zoom account. In the free version of Zoom, video meetings are limited to 40 minutes. If you plan to use this feature frequently, we recommend upgrading your Zoom account to remove the time limit. For more information, visit Zoom’s official website.
You can enhance notifications by including the following Zoom-specific shortcodes:
- {zoom_meeting_url}: The customer’s meeting URL.
- {zoom_meeting_host_url}: The host’s meeting URL.
- {zoom_meeting_password}: The meeting password.
Include these shortcodes in your email or SMS templates to provide clients and staff with direct access to their meetings.
Additional Tips:
- Ensure that each staff member has a valid Zoom account connected to their profile.
- Test your integration by creating a sample appointment and verifying the Zoom meeting details.
If you need further assistance, visit our Documentation Page or contact support at support@availabu.com.