Zoom is a virtual video conferencing tool that can be used with the HoneyBook Scheduler and Calendar meetings. We'll cover how to integrate with your Zoom account, and add a Zoom link to meetings, below.
Integrate Zoom and HoneyBook
From any page, click your profile photo in the top right corner of your screen > select Company Settings
Click the Integrations tab
In the Zoom Integration section, click Connect
Follow the authentication prompts to allow HoneyBook access to your Zoom information by clicking Authorize
📣 Note
Take note of which email Zoom uses for this integration, as you must use that email to access a meeting. If you're signed into another email and attempt to join the video call, you will join as a participant and not as the host, and may get stuck in the meeting's waiting room.
Now, Zoom and HoneyBook will start sharing information so you can easily connect your Zoom links to session types in HoneyBook. Check out the Zoom Help Center for more information on optimizing your Zoom account.
If you'd ever like to remove your Zoom integration, simply click the Disconnect button.
Add a Zoom link to a HoneyBook session type
From the HoneyBook Scheduler, either:
Create a new session by clicking + New Session Type
Or, click Edit on an existing session
Under the Details section, select Video
Select Zoom from the Video Type drop-down
Continue adding all other session details, if needed, then hit Save
Once your client schedules the session with you, a Zoom link will be automatically created and sent via email confirmation to both you and your client.
Add a new meeting with Zoom to your calendar
From your HoneyBook Calendar, find and click the date for which you’d like to schedule a calendar event > select Create a Meeting
Enter the details of your meeting
Select the Video call meeting type and select Zoom from the drop-down
If you'd like to add a custom Zoom link for this meeting instead of the auto-created one, simply click the trash can icon to the right of the auto-created Zoom Link, and manually add in the Zoom Link of your preference
If you’d like to associate this calendar event with a project, you can either:
Create a new project by typing the new project name into the Project field > click Add Project
Or, find an existing project by typing the project name into the Project field and selecting the appropriate one
When you’re ready, click Schedule
Add a Zoom link to an existing meeting
From your HoneyBook Calendar, locate the meeting > click Edit
Select the Video call meeting type and choose Zoom from the dropdown
Click Update to save all changes
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!