With Zoom integration, Zoom meetings can be issued at the same time as schedule adjustments.
For answers to frequently asked questions, please refer to this support page.
Work required to automatically create Zoom meetings
In order to create a Zoom meeting at the same time as the booking is completed, the following two steps must be taken.
Settings per account:
Connect each TimeRex account to each Zoom accountSettings per schedule adjustment calendar:
Select "Zoom" in the "Online Meeting Settings" of the schedule adjustment calendar for which you want to create a Zoom meeting at the same time as the booking is completed
What you need for integration
Zoom account (Free or Paid)
TimeRex account (Free or Paid)
Pre-approval of the TimeRex app on the Zoom Marketplace
How to connect your Zoom account to TimeRex (1. Settings per account)
Login to your TimeRex account using your Google or Microsoft account.
Open the Zoom integration page.
Click on the “Connect“ button.
You will be redirected to a Zoom account authorization screen.
Click on “Authorize“ to complete the integration.
How to use the Zoom integration on TimeRex (2. Settings per schedule adjustment calendar)
When your Zoom account is connected, you will be able to select "Zoom" in the "Online Meeting Settings" section of the Create or Edit schedule adjustment calendar page.
If you select "Zoom" in Online Meeting Settings, a Zoom meeting URL and meeting ID will be automatically issued upon booking completion.
The TimeRex dashboard allows you to determine at a glance which schedule adjustment calendar will create the Zoom meeting.
The issued Zoom meeting URL and meeting ID will be displayed to the scheduling partner when the booking is completed.
It will also be recorded in your Google Calendar or Microsoft365 calendar.
If the other party is logged in and using TimeRex, the Zoom meeting URL and meeting ID will also be recorded in their Google Calendar or Microsoft365 calendar.
In addition, the information you entered during schedule adjustment, the URL of the Zoom meeting, and the meeting ID will be emailed to you and your schedule adjustment partner.
How to disconnect your Zoom account from TimeRex
Notes
When the Zoom integration is removed, the Online Meeting Settings for which "Zoom" was selected in each schedule adjustment calendar will be changed to "Off".
Even if Zoom is re-connected later, the Online Meeting Settings that were selected for "Zoom" before the connection was disconnected will remain "Off".
When re-connected with Zoom, please re-set the Online Meeting Settings of each schedule adjustment calendar to "Zoom" if necessary.
If you want to reintegrate Zoom because the Zoom meeting URL is not issued or for some other reason, please do not disconnect the connection and use the “Reconnect” button to take action.
process
When your Zoom account is connected, you can disconnect your Zoom account from TimeRex by clicking the "Disconnect" button displayed on the Zoom integration page.
Alternatively you can disconnect your account from the Installed Apps section on your Zoom marketplace console page.
How to uninstall the TimeRex app on the Zoom App Marketplace?
Login to your Zoom account
Navigate to the Zoom App Marketplace
Click on "Manage" in the upper right > Click on "Added Apps" in the left column
Find TimeRex and click "Remove"