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Integrating Zoom with Archie
Integrating Zoom with Archie

Setting up your Zoom account

Camilo avatar
Written by Camilo
Updated over 2 months ago

In this article, we will review the steps required to integrate your Zoom account with Archie. Before starting, make sure that you have already created a Zoom account.

This integration allows you to automatically create a Zoom meeting when making a booking, which is useful for setting up meetings with people both in the room and remotely.

Step 1: Integrating Your Zoom Account with Archie

  1. Go to Settings / Integrations / App Marketplace.

  2. Locate the Zoom app and click View Integration.

  3. Click Connect My Personal Zoom Account.

  4. You will be taken to your personal integrations section.

  5. Click Connect under the Zoom integration.

  6. Enter your Zoom credentials and allow the requested permissions.

  7. You will be redirected back to Archie, and your Zoom integration will be ready to use.

Archie Tip: This integration is linked to your personal account and cannot be used by other admins. Each admin needs to follow these steps to connect their own Zoom account to Archie.

Step 2: Using the Zoom Integration

  1. Make a booking as usual.

  2. Add additional emails for attendees if needed.

  3. On the information page, you'll now see the option to select Zoom.

    1. If you have Google Calendar integrated, you'll also have the option to select it here.

  4. Complete the booking process.

  5. You and your attendees will receive an email with the Zoom meeting link as part of the booking confirmation.

Disconnecting Your Zoom Account

Follow these steps to disconnect your Zoom account:

  1. Navigate to the Settings menu, select Integrations and then go to the App Marketplace.

  2. Locate the Zoom integration and click on View Integration.

  3. Click Go to My Integrations.

  4. Under the Zoom integration, click the three dots button, and select Disconnect.

  5. Click Confirm

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