Zoom
Auto-create Zoom meetings for scheduled bookings
Connect your Zoom account to automatically create Zoom meetings when someone books a meeting through your scheduling pages. Zoom is a personal integration — each team member connects their own Zoom account, and meetings are created using the host's connected account.
Auto-Create
Zoom meetings are created automatically when bookings are made
Auto-Update
Meetings update automatically when bookings are rescheduled
Auto-Cancel
Zoom meetings are deleted when bookings are cancelled
Personal integration
Zoom is connected per user, not per team. Each team member who hosts meetings with Zoom should connect their own account in the Email & Calendar settings. When a booking is made, the host's personal Zoom account is used to create the meeting.
Prerequisites
You'll need:
- A Zoom account (Free, Pro, or Business)
- Member access to your Orbit AI team
- At least one scheduling page configured in Orbit AI
Setup Guide
Go to Email & Calendar settings
Navigate to Settings → Email & Calendar in your Orbit AI dashboard. This is where all personal connections are managed, including email, calendar, and Zoom.
Click “Connect Zoom Account”
In the Zoom section, click Connect Zoom Account. You'll be redirected to Zoom's OAuth authorization page.
Authorize Orbit AI
Sign in to your Zoom account and click Allow to grant Orbit AI permission to create and manage meetings on your behalf. You'll be redirected back to Orbit AI automatically.
Set Zoom as your meeting location
Open your scheduling page settings and set Zoom as the meeting location type. New bookings will now automatically generate Zoom meeting links using your connected account.
How Scheduling Works
Once Zoom is connected and set as the meeting location for a scheduling page, the entire meeting lifecycle is managed automatically. Each host's personal Zoom account is used to create meetings for their bookings.
New bookings
A Zoom meeting is automatically created using the host's connected Zoom account with the correct date, time, and duration. The join link is included in the calendar event and confirmation emails sent to both parties.
Rescheduled bookings
When a booking is rescheduled, the existing Zoom meeting is updated with the new date and time. The same meeting link is preserved, so shared links remain valid.
Cancelled bookings
When a booking is cancelled, the Zoom meeting is automatically deleted from the host's Zoom account to keep their meeting list clean.
Troubleshooting
Token expired or connection lost
If your Zoom OAuth token expires and cannot be auto-refreshed, go to Settings > Email & Calendar and click "Reconnect" next to your Zoom account. This will re-authorize your account and restore the connection.
Zoom meeting not created for a booking
Verify that Zoom is set as the meeting location type in your scheduling page settings. Also check that your Zoom account is connected in Settings > Email & Calendar. If the issue persists, try disconnecting and reconnecting Zoom.
Meeting link not appearing in confirmation email
The Zoom meeting link is generated when the booking is created. If the link is missing from the email, check that Zoom was connected before the booking was made. Bookings made before connecting Zoom will not have Zoom links.
Team member's bookings don't have Zoom links
Each team member needs to connect their own Zoom account. Zoom is a personal integration — it's not shared across the team. Have the team member go to Settings > Email & Calendar and connect their Zoom account.
Still need help?
Reach out to our support team at support@orbitforms.ai or visit our Help Center.
Ready to connect Zoom?
Start creating Zoom meetings automatically for every booking. Connect your account in the Email & Calendar settings.
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