🚨Please review your subscription page to verify if the Zoom Meeting integration is included in your plan. If it’s not, you can add it to your subscription as an optional add-on.
Zoom Meetings Integration
Adding Zoom Meetings to your CaseEasy Account
Step 1:
Click on Settings in the left navigation bar and click on 3rd-party Integrations:
Step 2:
Click on Connect under Zoom Meetings:
Step 3:
Click the Continue button
You will be redirected to Zoom where you may enter your Zoom account credentials:
Step 4:
Click on Agree button on the Zoom's Marketplace Terms of Use:
Once you have signed into your Zoom account, you will be redirected to the Zoom permissions prompt. Click on the checkmark beside "Allow this app to use my shared access permissions" and click on the Allow button:
If the integration is successful, the window will automatically close.
Step 5 (Final Step):
Click on Continue.
You should see the "Active" status under Zoom Integration:
You're done! You may now create and share Zoom meeting links with your clients
Zoom Meetings Usage
Create a Zoom Online Meeting and Share Meeting links
💡Our Zoom Meetings integration automatically generates meeting links for you and your clients with access to your public calendars, saving you the time and effort of creating them manually.
Step 1:
Click on Calendar and click Add Appointment on the left hand panel:
Step 2:
Enter the required details and select Online on the Location drop-down menu:
Step 3:
Click on Select Meeting Details and click on Zoom Meeting:
You should get a success message once you have successfully created a new appointment.
Step 4 (Final Step):
Click on the newly created meeting on the calendar and you should see the Zoom meeting link.
💡 Your clients can also schedule meetings through your public calendar, which will automatically generate a Zoom meeting link if the calendar settings are configured for Online > Zoom Meetings.
Removal/ Uninstallation Instructions
⚠️ If you remove your Zoom connection from CaseEasy, you will lose access to meeting links, and future bookings will no longer generate links tied to your Zoom account.
You can continue using your Zoom account as usual outside of CaseEasy.
Disconnect your Zoom Account from CaseEasy
Step 1:
Navigate to Settings then select 3rd-party Integrations.
Step 2 (Final Step):
To disconnect your Zoom account, click on Disconnect under Zoom Integration and confirm.
Troubleshooting
There are no known issues at this time. If you encounter any difficulties connecting your Zoom account, please contact us via live chat or email at [email protected] for assistance.