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Overview

Zoom Scheduling is a tool that allows you to schedule and automate appointments with your clients seamlessly with Zoom. You can embed a Scheduler by following the instructions below.

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App setup

  1. In the Dashboard sidebar, click + Add App, then under More ways to add select Embed existing content.
  2. Choose Zoom scheduling from Popular embeds — or click Add embed to start from a URL.
  3. Click + Embed app. You’ll land on the app’s setup page.
  4. Give the app a name and icon, and configure whether all clients can see it or only a subset.
  5. We recommend setting this up as an automatic app so that your Zoom Scheduler will be visible to all clients. If you only want this App to be visible to one or more specific clients, set this as a manual App.
  6. Leave the app set to Show as embed so that the client isn’t directed outside of the portal.
  7. Go to your Zoom account settings and select Scheduler from the left sidebar.
  8. On the schedule you wish to embed, click the Share button.
  9. Change the width and height properties to 100%.
  10. Copy the iframe code provided.
  11. Go back to the App Setup page and paste the copied iframe code into the content box.
  12. Click Add to be redirected to the app.