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Zoom

Use the Zoom integration when a service takes place online and each reservation should receive a meeting link automatically.

TheBooking connects to Zoom through a Server-to-Server OAuth app.

Enable Zoom​

  1. Open Settings > Integrations and enable Zoom.
  2. Open the Zoom settings entry.
  3. Enter the Zoom Account ID, Client ID, and Client Secret.
  4. Save and verify the connection.
  5. Open each online service, select Zoom, and turn on Create Zoom meetings for this service.
Settings > Zoom, with the Server-to-Server OAuth checklist, the required scopes, and the Zoom credential fields

The meeting link can then be inserted in customer and provider notifications with the available meeting placeholders.

Choose a host model​

One shared Zoom host​

Use this when all meetings can be created under the same Zoom account. It is the simplest setup and works well for small teams or centralized scheduling.

Provider-mapped hosts​

Use this when each provider should host meetings from their own Zoom user.

Map each WordPress provider to the corresponding Zoom user. If a provider is not mapped, TheBooking does not silently create the meeting under the wrong host.

Zoom provider host mapping, with a Zoom user to select for each provider and the Validate provider hosts button

Required Zoom scopes​

Configure the Zoom app with meeting and user scopes that allow TheBooking to create, read, update, and delete meetings, and to read Zoom users for provider mapping.

Granular scopes:

  • meeting:write:meeting:admin
  • meeting:read:meeting:admin
  • meeting:update:meeting:admin
  • meeting:delete:meeting:admin
  • user:read:list_users:admin
  • user:read:user:admin
  • user:read:settings:admin

Classic equivalents, when presented by Zoom:

  • meeting:read:admin
  • meeting:write:admin
  • user:read:admin

Rescheduling and provider changes​

When an appointment moves to another time, TheBooking updates the time of the meeting. When the provider or the service of a reservation changes, TheBooking deletes the meeting and creates a new one, with a new link: send customers the new link.

Changing the host model affects new meetings and meetings recreated later. It does not migrate existing meetings automatically.