Intro to apps
Custom Visibility for Apps
Messages App
Billing App
Products
Invoicing
Subscriptions
Payment Links
Product Store
Client Billing Experience
Fees & Payment Reconciliation
Files App
Contracts App
Forms App
Helpdesk App
Tasks App
Client Home App
Profile Manager App
Airtable Embed
Calendly Embed
Notion Embed
Google Sheets Embed
ClickUp Embed
Typeform Embed
Youtube Embed
Autoresponder App
Exporter App
QuickBooks Integration
Other Embeds
Jotform Embed
Power BI Embed
Hubspot Forms Embed
Hubspot Meetings Embed
Miro Embed
Figma Embed
Monday Embed
Canva Embed
Acuity Scheduling Embed
Loom Embed
Google Drive Embed
Google Slides Embed
Google Docs Embed
Google Forms Embed
Looker Studio Embed
Google Calendar Embed
Databox Embed
Trello Embed
Zoom Scheduling Embed
Squarespace Embed
OneDrive Embed
Intro to apps
Custom Visibility for Apps
Messages App
Billing App
Products
Invoicing
Subscriptions
Payment Links
Product Store
Client Billing Experience
Fees & Payment Reconciliation
Files App
Contracts App
Forms App
Helpdesk App
Tasks App
Client Home App
Profile Manager App
Airtable Embed
Calendly Embed
Notion Embed
Google Sheets Embed
ClickUp Embed
Typeform Embed
Youtube Embed
Autoresponder App
Exporter App
QuickBooks Integration
Other Embeds
Jotform Embed
Power BI Embed
Hubspot Forms Embed
Hubspot Meetings Embed
Miro Embed
Figma Embed
Monday Embed
Canva Embed
Acuity Scheduling Embed
Loom Embed
Google Drive Embed
Google Slides Embed
Google Docs Embed
Google Forms Embed
Looker Studio Embed
Google Calendar Embed
Databox Embed
Trello Embed
Zoom Scheduling Embed
Squarespace Embed
OneDrive Embed
Connect the Loom Embed
Loom lets you record your camera, microphone, and desktop simultaneously to create and publish tutorials, guides, presentations, and more types of videos. You can connect a Video by following the instructions below:
Go to App Setup, and click + Add an app in the top right corner.
Click Add under Loom. Set a title and icon that represents the app.
We recommend setting this up as an automatic app so that your Loom 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.
Leave the app set to as Show as embed so that the client isn't directed outside of the portal.
Go to your Loom account and find the video you want to embed in your Loom Library.
Hover over your desired video, and click the link button to copy the link.
Go back to the App Setup page and paste the copied link into the content box.