Integrate your Zoom account

You can generate a unique Zoom link for all of your bookings made on YouCanBook.me. Follow this guide to integrate your Zoom account, share the details of your unique link in your calendar event, as well as in the confirmation and reminder emails to your client.

In this article:

Integrate your Zoom account
Connect to your team members Zoom account
Share the Zoom link in your calendar event
Add Zoom link to your confirmation & reminder emails
Password protected Zoom links
Joining your Zoom meeting

Integrate your Zoom account

From the Integrations section of your Account settings, scroll down to Integrate with additional services and click Connect under Zoom. 

Zoom will prompt you to login to your account, and then ask you to authorize the integration. Data about your Zoom account is encrypted at rest. 

Depending on your Zoom account security settings, you may be asked to give pre-approval. Grant the pre-approval and then authorize the connection.  If you are not able to grant pre-approval, you'll need to contact the administrator of your Zoom account to approve our third-party access before you can continue with the integration.

Connect to your team members Zoom account 

You can connect to your team members individual Zoom account through Team Management. Invite each team member as a contributor and they will be able to share their calendar and Zoom credentials directly with your YouCanBook.me account. 

Further reading: Connect to multiple Zoom accounts

Share the Zoom link in your calendar event

Once you have Zoom integrated with YouCanBook.me, you can choose Zoom as your event location on your bookings. This will add the unique Zoom link to the location field of the calendar event when you receive a new booking.

Navigate to Notifications > Calendar Events. 

Click on Add event location, and select Zoom from the dropdown list. 

If Invite participant to calendar event is toggled on for your booking page, new bookings will also be added to your client's calendar with the same Zoom link in the location field. 

Setting Zoom as the event location will add a link to your calendar event that looks like this:
https://testing.youcanbook.me/zoom/YETL-NGRL-PXPC

The unique Zoom link will become active 30 minutes before the start of the meeting. To start the meeting with your client, simply click on the link in your calendar, and it will open the Zoom client on your device.

Add Zoom link to your confirmation & reminder emails

Use the shorthand code {ZOOM} to add the unique Zoom link to your confirmation and reminder emails. Be sure to include this shorthand code so your client can easily access the meeting link. 

If you are sharing the Zoom link in the optional SMS to your booker, use the shorthand code {ZOOM-LINK}. 

Password protected Zoom links

YouCanBook.me will automatically embed the passcode for your booking directly in your unique booking link. When you booker clicks on the link they will be taken to the meeting right away, without having to enter a passcode.

In your Zoom settings, make sure the option to Embed passcode in invite link for one-click join is toggled on.

If you are not able to adjust this setting in your Zoom account, or prefer to have  Embed passcode in invite link for one-click join toggled off, you'll need to manually include the passcode with your bookings using {ZOOM-PASSWORD}.

Add the shorthand code {ZOOM-PASSWORD} to any email template under Notifications > Actions where you want the booker to view the passcode for the booking. We recommend adding it to the reminder email that sends before the booking, and to the body of the calendar event.

YouCanBook.me will only pass in alpha-numeric passcodes. If you have different passcode settings, you may need to adjust your Zoom security settings

Joining your Zoom meeting

Meetings booked through YouCanBook.me don't appear in your Zoom dashboard. The link we generate is a placeholder - which allows for reschedules and changes up to 30 minutes before the start of the appointment. 

To join your Zoom meeting, simply click on the YouCanBook.me generated link at the start of your meeting from your calendar event, or reminder email. Remember to be logged into the same Zoom account you've integrated with YouCanBook.me so that you will be recognized as the host of the meeting. 

You'll also want to send a reminder email to your booker before the start of the meeting with the Zoom details.