Zoom Integration

PracticeQ allows you to connect to the Zoom video conferencing platform to schedule telehealth sessions with your clients. 

For additional information, and to signup with Zoom, visit their website: Zoom.us

If you have a Zoom corporate account, see the end of this article or click here for a step that is required before you start the integration.

Enable the Zoom Integration

1. Connect your existing Zoom account to PracticeQ.
2. Log in to the Practitioner account you would like to integrate with and click More → Settings.
3. Select the Integrations tab and scroll down to Zoom. 
4. Click Settings, then Connect with Zoom.
5. You will be redirected to Zoom. Enter your Zoom account details to log in and approve the connection with PracticeQ.

Enable Zoom Meetings on a Service

Set a specific service as a Zoom meeting.

1. Click Bookings → Booking Settings.
2. Select the Services tab.
3. Click Edit next to the service. 
4. Select the Advanced tab.
5. Check the box labeled Enable Zoom Meetings to enable Zoom for the service. When this box is checked, a Zoom meeting will be automatically created for every appointment of this type.

Send Zoom Meeting Instructions

The Zoom meeting URL is automatically included in email confirmations and email reminders, but you may also create an additional reminder template for Zoom meetings and set it to be sent at a specific time (e.g. 20 minutes before appointment).

1. Click Bookings → Booking Settings.
2. Select the Emails tab.
3. Click Add Email and select the Create a Zoom Meeting Reminder template option. 
4. You will notice that specific placeholders are available in the template, including [ZoomJoinURL] and [ZoomMeetingInvitation].

Manually Create Zoom Meetings for Appointments

• If you do not want PracticeQ to create Zoom meetings automatically, disable this behavior in the Zoom Settings page and create the meetings manually via the appointment dialog. 
• Open that appointment's dialog screen, then select More → Zoom Meeting.

Launch a Zoom Meeting

• To launch a scheduled Zoom meeting, open the appointment dialog and click the Start Meeting link.
• Click View Details if you wish to delete the meeting, send an email reminder, or copy the meeting instructions to your clipboard.

Instant Zoom Meetings via the Client Portal

Create and host a Zoom meeting via the Secure Client Portal. 

1. Click the speech bubble icon to open the portal.
2. Search the client and open their chat room.
3. Click the three dots icon → Host Zoom Meeting.

Disconnect PracticeQ from Zoom

Disable the integration and deauthorize PracticeQ in Zoom.

1. Click More → Settings.
2. Select the Integrations tab.
3. Scroll down to Zoom. 
4. Click Disconnect from Zoom.

Zoom Corporate Account

• If you have a Zoom corporate account, the account admin must pre-approve the IntakeQ app before you start the integration.
• Adjust the setting in the Zoom Marketplace for the IntakeQ app as shown below.