Zoom Integration Guide

Learn how to connect your Zoom account to Takvimera, use it for online appointments, and manage or remove the integration.

Contents

1. Overview 2. Prerequisites 3. Adding the Zoom Integration 4. Using the Integration 5. Troubleshooting 6. Removing the Integration 7. Data Handling & Privacy 8. Support

1. Overview

Takvimera is an appointment and client management platform for healthcare professionals — therapists, dietitians, coaches, and counselors. The Zoom integration allows professionals to automatically create Zoom meeting links when scheduling online sessions with their clients.

When you connect your Zoom account and select "Zoom" as the session platform, Takvimera will:

Create a Zoom meeting automatically when you schedule an appointment
Include the Zoom join link in the confirmation email sent to your client
Display a "Join via Zoom" button on your dashboard for easy access

2. Prerequisites

A Takvimera account (Pro plan recommended for full features)
A Zoom account (Free or paid — any Zoom plan works)
At least one client registered in your Takvimera account

3. Adding the Zoom Integration

1Log in to Takvimera

Go to www.takvimera.com/login and sign in with your email and password.

2Navigate to Settings → Integrations

Click Settings (Ayarlar) in the sidebar, then select the Integrations (Bağlantılar) tab.

3Find the Zoom card

Scroll down to the video conferencing section. You will see cards for Microsoft Teams, Google Meet, and Zoom. Click the "Connect with Zoom" button on the Zoom card.

4Authorize Takvimera

You will be redirected to Zoom's authorization page. Review the permissions requested:

Create meetings — allows Takvimera to create Zoom meetings on your behalf
View user information — allows Takvimera to identify your Zoom account

Click "Allow" to authorize.

5Confirm connection

You will be redirected back to Takvimera. The Zoom card will now show a green "Connected" badge with your Zoom email address. The integration is ready to use.

Alternative: Manual Zoom URL
If you prefer not to connect via OAuth, you can enter your personal Zoom meeting URL manually in Settings → Integrations → Zoom → "Personal Meeting URL" field. This URL will be used for all your online sessions without requiring OAuth authorization.

4. Using the Integration

Creating an appointment with Zoom

1Open the calendar

Go to the Calendar page and click on a time slot, or click "New Appointment".

2Select Zoom as the platform

In the appointment form, under "Session Type", select the Zoom button. If you have connected your Zoom account, a meeting will be created automatically. If you entered a manual URL, that URL will be used.

3Save the appointment

Fill in the client, date, time, and notification method, then click Save. A Zoom meeting link is generated and included in the confirmation email to your client.

Joining a Zoom session

On your dashboard, upcoming appointments show a blue "Join via Zoom" button. Click it to open the Zoom meeting directly. Your client receives the same link in their email and can join from there.

Session notifications

The Zoom meeting link is automatically included in:

Appointment confirmation emails
24-hour reminder emails (Pro plan)
1-hour reminder emails (Pro plan)
SMS reminders (if SMS notifications are enabled)
WhatsApp messages (via click-to-chat)

5. Troubleshooting

"Zoom connection failed"

Make sure you clicked "Allow" on the Zoom authorization page. If you clicked "Deny" or closed the window, go back to Settings → Integrations and try again.

"Meeting not created"

This can happen if your Zoom account has been deactivated or your OAuth token has expired. Go to Settings → Integrations, disconnect Zoom, and reconnect.

"I see the wrong Zoom account"

If you have multiple Zoom accounts, make sure you are logged into the correct one before authorizing. You can disconnect and reconnect with a different account.

6. Removing the Integration

1Go to Settings → Integrations

Navigate to the Zoom card in the Integrations tab.

2Click "Disconnect"

Click the "Disconnect" button on the Zoom card. Confirm the action.

3Revoke access from Zoom (optional)

For complete removal, also revoke access from your Zoom account:

Go to Zoom Marketplace → Installed Apps
Find "Takvimera" and click "Uninstall"

What happens when you disconnect:
• Your Zoom OAuth tokens are immediately deleted from Takvimera's database
• Your Zoom user ID is removed
• Existing appointment links remain functional (Zoom doesn't invalidate meeting URLs)
• New appointments will not be able to use Zoom unless you reconnect or enter a manual URL
• No other Zoom data is affected — we never access your recordings, chat, or other meetings

7. Data Handling & Privacy

Takvimera takes your privacy seriously. Here's exactly what we store and what we don't:

What we store:

Zoom user ID — to identify your account when making API calls
OAuth access and refresh tokens — encrypted, stored in our PostgreSQL database, used to maintain the API connection
Meeting join URLs — included in appointment records so clients can join

What we do NOT store or access:

Meeting recordings or transcripts
Meeting participant information
Chat messages
Your Zoom account settings
Any other Zoom data beyond what is listed above

When you disconnect the integration, all stored Zoom data (tokens, user ID) is permanently deleted. Meeting URLs in existing appointments remain as plain text links.

For full details, see our Privacy Policy and Terms of Service.

8. Support

If you need help with the Zoom integration:

Email: info@takvimera.com
Response time: Within 24 hours on business days
Hours: Monday–Friday, 09:00–18:00 (Turkey Time, GMT+3)

When contacting support, please include:

Your Takvimera account email
A description of the issue
Screenshots if applicable