Zoom Usage Guide

With Zoom integration on the Exercise.com booking platform, you can create and manage Zoom meetings directly from your appointments. This makes it easy to run virtual training sessions, group classes, or consultations without needing separate setup steps in Zoom. Below is an overview of how to add Zoom meetings to appointments, apply default Zoom settings, review meeting options, and remove a Zoom meeting when needed.

Table of Contents

• How to Add a Zoom Meeting to an Existing Appointment
• How to Add a Zoom Meeting to Recurring Appointments
• How to Add Default Zoom Meeting Settings for New Appointments
• Zoom Meeting Options
• How to Remove a Zoom Meeting from an Appointment

How to Add a Zoom Meeting to an Existing Appointment

You can add a Zoom meeting to any appointment on your schedule. This allows your clients to join the session directly from their confirmation emails or through their account.

Steps to Add a Zoom Meeting

Step 1: Click to open an appointment on your Calendar under the Schedule tab.

Step 2: Click the “Create Zoom Meeting” link.

Step 3: Customize your Zoom meeting settings.

See the Zoom Meeting Options section below for more details on each setting.

Step 4: Click “Save Zoom Meetings” to save the Zoom meeting to the appointment.

Once saved, Zoom meeting information is automatically included in appointment-related emails and appears in your clients’ scheduled appointment views.

How to Add a Zoom Meeting to Recurring Appointments

You can add Zoom meetings to recurring appointments using the same steps listed above.

When you add a Zoom meeting to one appointment in the series, the Zoom meeting will automatically be added to all recurring appointments in that sequence.

How to Add Default Zoom Meeting Settings for New Appointments

You can set default Zoom meeting settings at the service level so that every new appointment booked for that service automatically includes a Zoom meeting.

Steps to Add Default Zoom Settings

Step 1: Click the “Services” option in the dropdown on your Schedule tab.

Step 2: Click the “+ New Service” button to create a new service, or edit an existing one.

Step 3: Click the “Add Zoom Call” link at the bottom of the service settings.

Step 4: Customize your Zoom meeting settings.

See the Zoom Meeting Options section for detailed explanations of each setting.

Step 5: Click the “Save” button to add the Zoom meeting settings to the service.

Step 6: Click the “Save Service” button to save the changes.

Zoom Meeting Options

Below are the Zoom meeting options you can customize when adding a Zoom meeting to an appointment or a service.

Password

Requires a password for anyone joining the meeting. The password is automatically shared with clients who book the appointment.

Agenda

Use this field to add notes or context for the Zoom meeting.

Automatic Recording

Enable this option to automatically record the meeting. Recordings save to your device.

Mute Participants on Entry

Automatically mutes participants as they join the meeting. This is especially helpful for group sessions.

Enable Waiting Room

Allows you to control when each participant joins the meeting. If enabled, “join before host” will not work.

Allow Users to Join Before Host

Allows participants to join the meeting before the host joins. If not enabled, participants will see a message stating they are waiting for the host to join.

How to Remove a Zoom Meeting from an Appointment

Steps to Remove a Zoom Meeting

Step 1: Click to open an appointment on your Schedule tab.

Step 2: Click the “Remove Zoom Meeting” link.

This overview explored how to add Zoom meetings to appointments, create default Zoom settings for specific services, adjust your meeting options, and remove a Zoom meeting if needed. With these tools, you can deliver seamless virtual sessions and streamline your scheduling workflow inside the Exercise.com platform.