Zoom Integration – Setup, Usage & Removal

Connect Zoom

1. Log into your Calentix account and navigate to Calendar in the left sidebar.
2. In the Video Conferences section, click Connect next to Zoom.
3. You will be redirected to the Zoom authorization page. Sign in to Zoom if necessary.
4. Review the requested permissions and click Allow to grant Calentix access.
5. You will be redirected back to Calentix. The Zoom integration is now active and will be displayed as “Connected.”

Use Zoom in Booking Types

Once Zoom is connected, you can select it as the meeting location for any booking type:

1. Go to Booking Types and create or edit a booking type.
2. Under How does the appointment take place?, select the Zoom option.
3. Save the booking type.

When a customer books an appointment with Zoom as the location:

• A Zoom meeting is automatically created through your Zoom account.
• The meeting link is sent in the confirmation email to you and the participant.
• The link is also stored as the location in the calendar entry (Google Calendar or Microsoft Outlook).

If a booking is canceled, the associated Zoom meeting is automatically deleted.

Disconnect Zoom

To remove the Zoom connection:

1. Navigate to Calendar in the left sidebar.
2. In the Video Conferences section, click Disconnect next to Zoom.
3. Confirm the disconnection.

After disconnecting:

• Existing Zoom meetings for already confirmed bookings remain active.
• New bookings will no longer automatically create Zoom meetings.
• Booking types using Zoom as the location must be switched to another location.

To fully revoke access, you can also remove Calentix from your installed Zoom apps.