You can connect any non-free Zoom account to your acuity account, allowing Acuity to automatically create virtual meetings for appointments that clients schedule through Acuity.
In this article:
How to set up the integration⚓
Pre-approval: You can pre-approve our Zoom integration in the Zoom Marketplace. If you get the error You can't install the app because it hasn't been pre-approved by the admin that'll clear it up!
- Go to Business Settings > Integrations while logged in as the main admin of your Acuity account.
- Click on Zoom.
- Click Connect to Zoom.
- Log in.
- Click Allow to permit Acuity to integrate with your account.
- You’ll be returned to Acuity
- Select the appointment types you want Acuity to create virtual meetings for, and you're all set.
How the integration works⚓
When clients book appointments, Acuity will create new meetings in Zoom. When appointments are rescheduled or cancelled, Acuity will update your existing meetings in Zoom. Editing the details of existing appointment does not create or update meetings in Zoom.
When a new appointment is created, Acuity will set the Zoom meeting details as the appointment location. To add the meeting details to your email notifications, head to the Business Settings > Email Settings page and add the %location% tag to your email templates. The %location% tag will send your client the meeting link and the meeting ID. You can add your preferred dial-in number(s) from https://zoom.us/zoomconference to the notifications as well.
Once the integration is set up, all new appointments will show up in the Upcoming Meetings section of the Zoom desktop app:
Zoom and multiple users⚓
Only the main Acuity admin can connect their Zoom account under Business Settings > Integrations. If the Zoom account has multiple users, the main Acuity admin can choose which Acuity calendars create meetings for which Zoom user. This is managed in the Zoom integration settings within Acuity.
Classes and recurring appointments⚓
If your account was created after Feb 2, 2018, class attendees will automatically share the same virtual meeting. If your account was created before Feb 2, 2018, this functionality will be enabled by default when you set up integration, and you can turn it on or off in the integration settings.
When clients book recurring appointments, each appointment will have its own unique virtual meeting link.
Allowing clients to join before the host⚓
Enable Join Before Host by ticking the box in your Zoom.us settings inside Acuity, allowing your clients to join the meeting before you.
Acuity and Zoom.us personal meeting URLs⚓
Zoom does support scheduling meetings with your Personal Meeting URL or ID. Under your Zoom settings in Acuity, just tick the box for Personal Meeting ID to schedule meetings.
How to start meetings without video⚓
If you select the Start meetings without video checkbox, all new meetings will start with the video off by default. If the box is not selected, all meetings created through Acuity will start with the video on.
How Acuity accesses your Zoom account⚓
Enabling this integration will allow Acuity to do these things in your Zoom account:
- Create, manage and delete meetings.
- Retrieve a list of all users on the account. (So we can help you schedule meetings with specific people.)
This video will guide you through setting up your Zoom integration.