Set up Zoom integration
Easily connect your Zoom account and run Telehealth sessions directly from your Caspen calendar.
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
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.
Before you get started
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.
How to enable Zoom in Caspen
The steps below apply to all Zoom plans, including Basic and Pro or higher.
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.
Open the Integrations tab In the user’s profile, click the Integrations tab at the top.
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.
Once Connected
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.
Disconnect Zoom for a practitioner
To remove Zoom from a user account in Caspen:
Go to Settings → Users and select the user account you wish to disconnect.
Go to the Integrations tab.
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:
Sign in to your Zoom Account and open the Zoom App Marketplace.
Click Manage → then Installed Apps.
Search for the Caspen app in the list and click the Caspen app.
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.
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