Note: Meeting location information can be physical locations, such as a building address, or a website URL. Select the amount of time in advance bookings can be added to your calendar in the Booking Window drop-down menu.Select how long before the meeting begins a meeting can be booked in the Minimum Booking Notice section.Select how long past a given hour the meeting can begin in the Start Time Increments drop-down menu.Select how much time to block off before and after the meeting in the Meeting Buffer drop-down menu.Select how much time the meeting will take in the Duration drop-down menu.Click the Make it a Zoom meeting checkbox.Enter a location for the meeting in the Meeting Location text field.Enter a description for the meeting in the Meeting Description text field.Optionally, do any or all of the following:.Select your name in the Who will host this meeting section.Enter a title for the meeting in the Meeting Title text field.To create an individual Zoom meeting, do the following: You can set meetings for one-on-one interactions. Note: You may need to agree to Zoom's terms and services for the Marketplace to be able to log in.Ĭreating a meeting requires information about the meeting itself, as well as when and how it will be placed in your calendar. Click Uninstall in the modal window that appears.Click Installed Apps in the left panel.To deauthorize and uninstall the SharpSpring app, do the following: To completely uninstall and remove the integration from your account, you will need to deauthorize the SharpSpring app. Click Disconnect in the modal window that appears.īe aware that disconnecting SharpSpring from Zoom does not uninstall the SharpSpring application from your Zoom account.Enter your Zoom account's email credentials.īe aware that SharpSpring and Zoom must be connected in order to use Zoom with your meetings.ĭisconnecting SharpSpring from Zoom will remove authorization from your previously set connection and permissions. To disconnect SharpSpring from Zoom, do the following:.Click Sales > Meetings in SharpSpring's left toolbar.To connect Zoom with your SharpSpring instance, do the following: Once you have created a Zoom account and installed the Zoom application, you can connect Zoom with SharpSpring. Once installed, Zoom links will open in the Zoom client.įor more information on installing Zoom, refer to the following external help documentation: In most instances, the Zoom client will automatically install. Navigate to where your files are downloaded to.Click Download next to the desired version of the Zoom client.Locate the desired version of the Zoom client.To download and install Zoom, do the following: This will allow all of your meetings with Zoom links to open in your web browser. In order to use Zoom with your meetings, you will need to download and install Zoom. įor more information on the pre-approval process, refer to Zoom's external developer documentation. Click Advanced, located under Admin the left panel.Navigate to your Zoom administrator account.To have an administrator pre-approve the SharpSpring app, do the following: In these instances, this pre-approval is required before users can download, install, and authorize the integration. Users who are members of a managed Zoom account will need to request app pre-approval from the administrator who oversees the Zoom account. There are certain instances where the integration process needs pre-approval. If your account is unable to connect via SSO, you will need to request access from your system administrator or Zoom account manager.įor more information on connecting via SSO, refer to Zoom's external help documentation. Navigate to your company's Zoom login URL.To sign in to Zoom with a SSO account, do the following: In addition to Google and Facebook account creation, Zoom provides a way to create accounts using single sign-on (SSO) systems. Enter the email address associated with your Facebook account. You can use an existing Facebook account to sign up for Zoom. To sign up for Zoom with a Facebook account, do the following: To sign up for Zoom with a Google account, do the following: You can use an existing Google account to sign up for Zoom. If you do not have a Zoom account and log in with Google or Facebook, Zoom will ask if you want to use these accounts to create a Zoom account with the same information. In addition to direct account creation, Zoom provides different ways for you to sign up for its services. You may skip these as desired.įor more information on configuring account settings, refer to Zoom's external help documentation. The email invitations and video call are entirely optional and have no impact the account creation process. Once you have entered your credentials, Zoom will request that you invite colleagues and start a preliminary video call. To create a Zoom account, do the following:
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