Configuring your Booking pages to use Zoom

The ScheduleOnce connector for Zoom completely automates the provisioning of Zoom sessions. Customers receive a single ScheduleOnce confirmation, including all meeting details in their local time zone. You can configure your Booking pages to use Zoom by editing the Location settings 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 ScheduleOnce to your Zoom account first, and then follow these steps:

  1. Click Setup in the top navigation bar. 
  2. Select the Booking page that you want to configure. 
  3. Select Location settings (Figure 1).
    Figure 1: Location settings
  4. In the Meeting location step, select This is a virtual meeting.
  5. In the Who provides conferencing information? step, select Conferencing information is provided by the Owner (you).
  6. In the Edit conferencing information step, select the Web conferencing: Zoom option (Figure 2).
    Figure 2: Web conferencing: Zoom
  7. The ScheduleOnce connector for Zoom provides direct access to Zoom meeting settings, allowing you to set Zoom audio and other options (see below on automatic meeting recording).
  8. Click Save.

You're all set! When a booking is made, Zoom session details are integrated with all ScheduleOnce notifications and a Zoom session will be automatically created.

NoteWhen you use Session packages, each session includes its unique web 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 web conferencing information for the session.
  • Every reminder that the Customer receives includes the full booking details including the web conferencing information, as if a single booking was made.
  • All calendar events for the Owner and Customer include the complete web 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:

  1. Sign in to your Zoom account.
  2. In the left sidebar, select Personal -> Settings -> Recording (Figure 3).
    Figure 3: Zoom Recording settings
  3. Toggle the Local recording option ON.
  4. In ScheduleOnce, select the Booking page that you want to configure.
  5. In the Edit conferencing information step, check the Record meeting automatically box (Figure 4).
    Figure 4: Record meeting automatically
  6. Select the On the local computer option.
  7. 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 ScheduleOnce.

To enable automatic meeting recording in the cloud on a paid Zoom plan:

  1. Sign in to your Zoom account.
  2. In the left sidebar, select Personal -> Settings -> Recording (Figure 3).
  3. Toggle the Cloud recording option ON (Figure 5).
    Figure 5: Cloud recording
  4. In ScheduleOnce, select the Booking page that you want to configure.
  5. In the Edit conferencing information step, check the Record meeting automatically box (Figure 6).
  6. Select the In the cloud option.
  7. Click Save.
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