Use Zoom for telehealth appointments

Learn how to book Telehealth appointments, share the Zoom link, and start sessions from your Caspen calendar.

Once your Zoom account is connected to a practitioner profile in Caspen, you can create Zoom Meetings directly from the calendar. Haven’t connected Zoom yet? Follow our Set up Zoom integration guide.

Once your Zoom account is connected to a practitioner profile in Caspen, you can create Zoom meetings directly from the calendar.

Haven’t connected Zoom yet? Follow our Set up Zoom integration guide.

Here’s how to set up telehealth in Caspen and host your session on Zoom.

Create Zoom meetings automatically

Once Zoom is connected to a practitioner account, you can choose which services should automatically create Zoom meetings.

Go to Settings → Catalog → Services.

Edit the services you want Zoom meetings to be created for, then turn on the Create Zoom meeting toggle.

This will automatically create a Zoom meeting for each new appointment booked for that service, whether it is booked online or scheduled through the calendar.

Create Zoom Meetings from the calendar

1. Open an appointment

Go to the Calendar. Click on your appointment.

2. Create a Zoom meeting

In the appointment panel, click Create Zoom meeting.

Caspen will automatically generate a Meeting ID and password.

3. Share the link with your client

• Click Copy invite link to copy the full Zoom link.

• Important note: Caspen does not send Zoom details on your behalf. Copy the link and share it with the client by email or SMS. If your Zoom settings do not embed the passcode, include the meeting ID in your message to the client. To help, we’ve included ready to copy message templates below.

Copy a message template

Use one of the templates below to send the Zoom details to your client by email or SMS.

Email template

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Subject: Your [appointment_Name] on [appointment_date] at [appointment_startTime]

Dear [client_firstName],

Your [appointment_serviceName] with [practitioner_title] [practitioner_fullName] on [appointment_date] at [appointment_startTime] [businessLocation_timezone] is confirmed.

Join by Zoom Link: [appointment_zoomMeetingLink]

Please join a few minutes early to check your camera and microphone. You can join from the Zoom app or your web browser.

Kind regards, [business_name] [business_website]

SMS template

---

Hi [client_firstName], your [appointment_serviceName] with [practitioner_fullNameWithTitle] on [appointment_date] at [appointment_startTime] [businessLocation_timezone]. Join by Zoom: [appointment_zoomMeetingLink]

4. Start your session

When it’s time for the appointment, in the Calendar, click on your appointment and then click Start meeting from the appointment panel to launch Zoom.

You are all set. You can now book and run telehealth appointments with Zoom in Caspen.

Need more help? See Zoom Telehealth FAQs or contact our support team. In Caspen, open Support → Contact support. If you cannot access the app, use our contact page.