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Adding a Zoom call for another team member
Adding a Zoom call for another team member

How to schedule a Zoom call for someone else in your team.

Updated over a month ago

Prerequisites

You have connected Zoom to Carepatron (Make sure you allow "Shared Access Permissions")

There are two methods to create a Zoom call for someone else in Carepatron

1. Both team members have connected Zoom to Carepatron (usually when both are on Zoom's free plan)

  1. Ensure both team members have connected their Zoom account with Carepatron

  2. Create an appointment for the other team member (choose Zoom as the video call provider)

  3. Done!

2. The other team member is in your Zoom account (only used when both have paid licenses inside the same Zoom account)

  1. Ensure both team members have connected their Zoom account with Carepatron

  2. Ensure both team members are part of the same Zoom account (check User Management in Zoom)

  3. Ensure both team members have a paid license within that Zoom account

  4. Ensure both team members have setup "Schedule Priviledges" for each other within that Zoom account

Go to Carepatron

Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.

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