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Zoom & Fons Integration Setup & Appointment Use
Zoom & Fons Integration Setup & Appointment Use

Zoom & Fons Integration Setup - online meetings / appointments

Mica Manson avatar
Written by Mica Manson
Updated over a week ago

Installation

Note: Your Zoom account can only be connected to one Fons organization. Connecting to more than one organization will result in unexpected failures when using Zoom with Fons.

Connecting Fons and Zoom is easy as 1...2...3!

You must have a Zoom free or paid account, if you do not click here to signup
Zoom Signup *make sure to use your same email you use to sign in to Fons.

Before setting up Zoom integration checkout this article, you may not want to do the full integration Default Locations & Zoom Rooms, this is a simpler way of using Zoom for your appointment locations

Setup Zoom Integration in Fons

  1. Navigate to the Settings, Integrations tabs

  2. Click the "Connect to Zoom" button, this will take you to Zoom to authorize

  3. If you are signed in click "Authorize" if not sign in Note: you must use your same email you use to sign in to Fons

  4. Once you sign in, click the "Pre-approve" button

  5. Now click the "Authorize" button, you will now see you are connected, once you are connected, see below how to use to setup an appointment

Staff Zoom Rooms

You can use saved locations for this just setup under Settings->Locations. When creating an appointment don't use Zoom just add the staff member's link by start typing their name, like below you would type "Jerry"

Use Zoom in an Appointment

  1. Create a new appointment, under location select Zoom, Zoom will create a Zoom link for the meeting

  2. The Zoom meeting link will be in the location section of the appointment, to open just click on the link and it will automatically connect to Zoom

  1. Open the existing appointment and paste in the new Zoom link in the location field or click "Zoom Meeting" to create a new meeting link.

  2. If a recurring appointment make sure to select "apply to this and all future appointments

  3. Click Save an email notification will be sent to each attendee letting them know of the location update.

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