Setting 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
Permissions To connect Zoom for a practitioner you need access to the Users tab (sidebar → My business → Users). If you cannot see this tab, your role does not include that permission. Please contact your account owner. In line with your organisation’s policy, they will decide whether to complete the Zoom setup for you or grant access to the Users tab if appropriate for your role.
How to enable Zoom in Caspen
The steps below apply to all Zoom plans, including Basic and Pro or higher.
Open to the Users tab From the left-hand menu, click Users. Find the practitioner who needs Zoom enabled and open their profile. You can open a 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. You’ll be asked to sign in with your Zoom account to authorise 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 Users and select the user account you wish to disconnect.
Open the Integrations tab.
Toggle off the Zoom integration. Zoom integration will then show as "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.
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