# Set up Zoom integration

This guide will walk you through everything you need to get started from connecting Zoom, to running your first appointment online.

Here's what this guide will cover:

* [About the integration](#about-the-integration)
* [Before you get started](#before-you-get-started)
* [How to enable Zoom in Caspen](#how-to-enable-zoom-in-caspen)
* [Disconnect Zoom for a practitioner](#disconnect-zoom)
* [Uninstall the Caspen app from Zoom](#uninstall-the-caspen-app-from-zoom)

### About the integration

Create Zoom Meetings for one on one and group appointments directly from your Caspen calendar. With a single click automatically generate and attach a Zoom link (with meeting ID and passcode) for appointments and share it with your client, and start your session right from the calendar. 

Key features

* **Connect your Zoom account:** Connect your existing Zoom account (or create a new one) to your practitioner profile and run Telehealth sessions directly from your account.
* **Features depend on your Zoom license:** The tools and features available (e.g. cloud recording, longer meeting time) are determined by your Zoom plan. 
* **Flexible access:** Join sessions through the Zoom Desktop App or a browser. On most devices, users will not be required to download Zoom to attend their session.
* **Mobile requirement:** Practitioners hosting sessions on a mobile device will be required to use the Zoom App (this is required by Zoom). 
* **Zoom preferences:** Apply your Zoom account settings in your Telehealth sessions with clients, such as virtual backgrounds or enabling the waiting room.

Learn more about Zoom’s features on their [website](https://zoom.us/pricing).

***

### Before you get started

{% hint style="info" %}
**Zoom plan** Caspen supports Zoom Basic (Free) and Zoom Pro or higher. Check that your plan is suitable for your practice. For more details on Zoom's plans and feature differences. See [**Zoom pricing plans**](https://zoom.us/pricing).
{% endhint %}

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### How to enable Zoom in Caspen

The steps below apply to all Zoom plans, including Basic and Pro or higher.

1. **Open to the Users profile**\
   From the left-hand menu, click **Settings** → **Users**. Find the practitioner who needs Zoom enabled and open their profile. You can open a user's profile by clicking the practitioner’s name or by selecting **Actions** → **Edit**.

2. **Open the Integrations tab**\
   In the user’s profile, click the **Integrations** tab at the top.

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FnSvIxE7VhVJTeOQGtCD1%2FGroup%20427318445.png?alt=media&#x26;token=939b30f3-5a2c-448f-a99b-5afea19ccd9f" alt=""><figcaption></figcaption></figure>

3. **Connect Zoom**\
   Find the Zoom integration and **toggle it on to connect**. **Note:** You’ll be asked to **sign in** with your Zoom account to authorize Caspen, after which your Zoom account will be connected.

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FGcxt9oQVAi4chygs6JsD%2FGroup%20427318446.png?alt=media&#x26;token=b8112dea-83be-4f5e-bbb6-63c4f4a2c980" alt=""><figcaption></figcaption></figure>

3. **Once Connected**&#x20;

Once connected, you’ll see a green ‘**Connected**’ status and the **toggle will be on**. This confirms that your Zoom account has been successfully linked for that practitioner.&#x20;

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FmT9SxDE8LMyPdDSYvyhP%2Fimage%20944.png?alt=media&#x26;token=0dbf97bc-09ee-49f8-b989-4e50b59131c0" alt=""><figcaption></figcaption></figure>

***

### Disconnect Zoom for a practitioner

To remove Zoom from a user account in Caspen:

1. Go to **Settings** → **Users** and **select the user** **account** you wish to disconnect.
2. Go to the **Integrations tab**.
3. **Toggle off** the **Zoom integration**. The Zoom integration status will update to **“Not connected”** for this user.

Note: You’ll need to repeat these steps for each practitioner you want to disconnect from Zoom.

***

### Uninstall the Caspen app from Zoom

In order to uninstall Zoom, complete the following steps:

1. Sign in to your Zoom Account and open the **Zoom App Marketplace**.
2. Click **Manage** → then **Installed Apps**.
3. Search for the **Caspen** app in the list and click the Caspen app.
4. Click **Uninstall**, then confirm.

***

### Next step

Zoom is now connected to your practitioner profile. To learn how to create Zoom meetings and run telehealth sessions, see [Use Zoom for telehealth appointments](https://support.caspen.com/integrations/zoom/setting-up-telehealth-appointments).