Connecting Zoom with Carepatron lets you schedule and host video sessions using your existing Zoom account right from your workspace. This integration helps you streamline your workflow, reduce manual setup, and create a smooth experience for both you and your clients during virtual appointments.
In this guide, we will cover how to:
Connect Zoom with Carepatron
Navigate to Settings.
Select My profile.
Go to Connected Apps.
Click Connect on the Zoom tile.
Sign in to Zoom.
Make sure to tick the 'Allow this app to use my shared access permissions' option.
Navigate back to Settings.
Check that your account is now connected.
Setting up an appointment using Zoom on Carepatron
Schedule an appointment as usual.
In the add video drop-down, select Zoom.
When the appointment is created, click on it on the Calendar page.
Click Start a video call to be redirected to Zoom.
Disconnect Zoom
Navigate to Settings.
Select My profile.
Go to Connected Apps.
Click edit on the Zoom tile
Click Delete.
Check that your account has been removed.
Remove Carepatron as an app from your Zoom account
Log in to your Zoom account and navigate to the Zoom App Marketplace.
Click Manage > Added Apps or search for the Carepatron app.
Click the Carepatron app.
Click Remove.
FAQ
How can I integrate Google Meet, Microsoft, or Doxy.me?
To integrate a third-party app, create a virtual location in it. Check out this article here on how.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.