Connecting Zoom

This guide will take you through the process of connecting Zoom within Topline. From accessing settings to integrating Zoom, follow these instructions to streamline your workflow efficiently.

Go to app.topline.com

1. Click "Settings"

Access the settings menu.

Click 'Settings'

2. Click "My Profile"

Navigate to the my profile section on the left side menu.

Click 'My Profile'

3. User Availability

Here you can customize meeting location and time zone.

User Availability

4. Click "Connect Zoom"

Select Meeting location then choose "Connect Zoom".

Click 'Connect Zoom'

5. Click "Connect Zoom"

Complete the Zoom connection process by Logging in to your zoom account.

Click 'Connect Zoom'

How to Add Zoom Links to Your Calendar

In order to add Zoom to your Calendar:

  1. Ensure your Zoom integration is successfully set up.

  2. Navigate to your calendar settings.

  3. Select the calendar where you want to add dynamic Zoom links.

Please Note:

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Dynamic Zoom Links are only supported for Round Robin and Collective calendars.

Steps to add Zoom to your Calendar:

  1. Edit Calendar: Open the calendar you wish to modify.

  2. Meeting Details: Go to the meeting details section.

  3. Team Members > Meeting Location: Scroll down to the meeting location under team members.

  4. Select Zoom: Choose Zoom and click Save.


FAQ's

Q: Which Calendars Support Dynamic Zoom Links?

A: Only Round Robin and Collective calendars support Zoom integration and generate new Zoom links for each appointment booked.

Q: How to use Zoom with Other Calendar Types?

A: You can use Zoom with Event & Class Booking Calendars as well. For these calendars, you can manually generate a Zoom meeting link from Zoom and paste it in the calendar settings.


Steps:

  1. Generate the Zoom meeting link in Zoom.

  2. In calendar settings, select Custom as the meeting location.

  3. Paste the generated Zoom link.

Please Note:

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The link will remain the same for all new bookings with this static link.
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