Integrating with Zoom

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Overview

If the Zoom meeting integration is enabled, you will be able to link your Zoom account with your Retain account to effortlessly sync and create Zoom meeting links. This is useful in cases where you want to provide online appointments, tutoring, or webinars.

Installation

To connect your Zoom account to Retain, the process is relatively straight-forward.

  1. Click on the calendar icon in the lower left-hand side of the menu bar
  2. On the panel that appears, click on the “Authorize” button next to the Zoom banner
  3. You will be redirected to Zoom to authorize Retain to access your account
  4. Once complete, you will be redirected back to Retain. Now your account is connected.

Usage

Once your account is connected, you will have the option to automatically create Zoom meeting links when scheduling appointments in Retain. On the scheduling page, simply make sure that the “Create Zoom Link” option is turned on.

Obtaining Zoom Link Details

After an appointment is created, you will see a video icon on your calendar to visually indicate that the meeting is created with Zoom. You can click on the event on your calendar to retrieve the Host Start URL or the meeting join URL.

Starting a Meeting

On your Retain dashboard, you will see your upcoming appointments on the right-hand side of the screen. Click on the blue video icon to automatically launch the Zoom meeting window.