Connecting Zoom for Tenants

Zoom on Booknetic SaaS is set up in two layers:

1. Your platform admin enables the Zoom integration and picks one of two methods (OAuth or Server-to-Server). They do this once for the whole platform.
2. You, as a tenant, connect your own Zoom account against each staff member who should host meetings. You do this once per Zoom account, plus once per staff member.

If you don't see a Settings → Integrations → Zoom menu in your panel, your plan doesn't include Zoom. Ask your platform admin to enable the zoom capability on your plan.

Connect Zoom — OAuth method (most common)

This is the default. If your platform admin set up Zoom on OAuth, you'll see a single CLICK TO CONNECT ZOOM ACCOUNT button.

1. In your tenant panel, open Settings → Integration with Zoom.
2. Click CLICK TO CONNECT ZOOM ACCOUNT.
3. You'll be redirected to Zoom; sign in if you're not already, and grant the requested permissions.
4. Zoom redirects you back to your tenant panel with the message "Your Zoom account has been connected".
5. (Optional) Click Disconnect at any time to remove the connection or switch to a different Zoom account.

Connect Zoom — Server-to-Server method

If your platform admin set up Zoom on Server-to-Server, the Zoom screen in your tenant panel shows three input fields instead of a Connect button. Each tenant brings their own Zoom credentials.

1. Sign in at https://marketplace.zoom.us with your own Zoom account.
2. Develop → Build App → Server-to-Server OAuth App → create the App and Activate it.
3. Copy Account ID, Client ID, Client Secret from the App Credentials screen.
4. In your tenant panel → Settings → Integration with Zoom, paste each value into the matching field.
5. Save.

Link Zoom to your staff

Once your Zoom account is connected:

1. Open the Staff module and edit the staff member who should host Zoom meetings.
2. Scroll to the Zoom user section.
3. Pick the Zoom user from the dropdown.
4. Save.

Repeat for every staff member who should use Zoom. If the dropdown is empty, double-check that the Connect step finished successfully.

Activate Zoom on the services

For each service that should auto-create a Zoom meeting:

1. Open Services → edit a service.
2. Toggle Activate Zoom for the service ON.
3. Save.

Services without this toggle ON won't create a Zoom meeting even if the staff member is linked to a Zoom account.

Send the Zoom link to your customer

Booknetic auto-creates a Zoom meeting when an appointment is booked. To include the join link in the customer's confirmation email:

1. Open Workflow → edit the workflow that fires on booking creation (commonly "Send Email — On booking created").
2. In the email body, insert one of these shortcodes:
   • {zoom_meeting_url} — customer-facing join link.
   • {zoom_meeting_host_url} — host link (use only for staff emails).
   • {zoom_meeting_password} — meeting password if random-password is enabled.
3. Save.

You can use the same shortcodes inside SMS, WhatsApp, and Telegram workflow actions where supported.

Disconnect or change Zoom account

Tenant panel → Settings → Integration with Zoom → Disconnect. Then re-connect with a different Zoom account using the steps above, or paste new Server-to-Server credentials.

If you disconnect, existing already-created Zoom meetings stay on Zoom; only new bookings stop generating Zoom meetings.

Note: the Uninstalling the Booknetic Add-on instructions previously included on this page have moved to the platform-owner-side guide. Tenants should not uninstall the SaaS-wide Zoom Marketplace App — that would break Zoom for every other tenant. See your platform admin if you need to switch the Zoom integration off.