Our Zoom integration completely automates the provisioning of Zoom sessions. Customers receive a single OnceHub confirmation, including all meeting details in their local time zone. You can configure your Booking pages to use Zoom by editing the Conferencing / Location section of the Booking page.
In this article, you'll learn how to configure your Booking pages to use Zoom and how to set up automatic recording.
Configuring your Booking pages to use Zoom
Connect OnceHub to your Zoom account first, and then follow these steps:
Note
If a Zoom admin has locked your Zoom settings, OnceHub will not override those locked settings.
The single exception to this is the personal meeting ID. If your Zoom admin has locked your Zoom settings so meetings always use your personal meeting ID instead of a unique meeting ID, OnceHub will override this locked setting and always create a unique meeting ID instead.
If the settings are not locked in Zoom, OnceHub configures the settings based on what you define here in the Conferencing / Location section.
- Hover over the lefthand menu and go to the Booking pages icon → Booking pages → your Booking page → Conferencing / Location (Figure 1).
Figure 1: Conferencing / Location section - In the Meeting channel step, select Virtual meeting: Video conferencing or phone call.
- In the Who provides conferencing information? step, select Conferencing information is provided by the Owner (you).
- In the Edit conferencing information step, select the Zoom video conferencing option (Figure 2).
Figure 2: Zoom video conferencing - The Zoom integration provides direct access to Zoom meeting settings, allowing you to set Zoom audio and other options (see below on automatic meeting recording).
- Click Save.
You're all set! When a booking is made, Zoom session details are integrated with all OnceHub notifications and a Zoom session will be automatically created.
Note
Generating a dynamic meeting passcode is highly recommended.
However, if you instead opt to set a static meeting passcode, which will use that same passcode for every session created through the integration, ensure that the defined passcode complies with your Zoom account's passcode requirements.
Bookings cannot be created if the static passcode conflicts with these requirements. Any attempts to book will result in an error message on the customer end:
The booking cannot be completed due to a temporary connection issue. Please try again later.
Session packages
When you use Session packages, each session includes its unique video conferencing details.
- Schedule and reschedule notification emails that are sent to a Customer include a Conferencing info link next to each selected time.
- When the Customer clicks on the link, the scheduling confirmation page opens as if a single booking was made, displaying the full booking details including the video conferencing information for the session.
- Every reminder that the Customer receives includes the full booking details including the video conferencing information, as if a single booking was made.
- All calendar events for the Owner and Customer include the complete video conferencing information for each session.
Automatic meeting recording
Enabling automatic meeting recording on your local computer
To enable automatic meeting recording on your local computer on any Zoom plan, follow these steps:
- Sign in to your Zoom account.
- In the left sidebar, select Personal -> Settings -> Recording (Figure 3).
Figure 4: Zoom Recording settings - Toggle the Local recording option ON.
- In OnceHub, select the Booking page that you want to configure.
- In the Edit conferencing information step, check the Record meeting automatically box (Figure 4).
Figure 5: Record meeting automatically - Select the On the local computer option.
- Click Save.
Enabling automatic meeting recording in the cloud
Note Meetings cannot be recorded In the cloud on a free Zoom plan, and will not be recorded at all when you select the In the cloud option in OnceHub.
To enable automatic meeting recording in the cloud on a paid Zoom plan:
- Sign in to your Zoom account.
- In the left sidebar, select Personal -> Settings -> Recording (Figure 3).
- Toggle the Cloud recording option ON (Figure 5).
Figure 6: Cloud recording
- In OnceHub, select the Booking page that you want to configure.
- In the Edit conferencing information step, check the Record meeting automatically box (Figure 6).
Figure 7: In the cloud
- Select the In the cloud option.
- Click Save.
