Zoom integration for Zitli

When a client books an appointment that has Zoom as its location, Zitli creates a Zoom meeting in your Zoom account and puts the join link in the confirmation sent to you and your client.

When the booking is rescheduled, Zitli updates the meeting. When it is cancelled, Zitli deletes the meeting.

You need a Zitli account and a Zoom account. A free Zoom account is enough.

1. Sign in to Zitli at app.zitli.ch.

2. Open Settings, then Conferencing, and click Add. Choose Zoom Video and click Install app.

3. Zoom opens and asks you to sign in, if you are not signed in already.

4. Zoom shows what Zitli asks for: creating meetings for you and reading your meeting settings. Click Allow.

5. You are sent back to Zitli. Zoom now appears in your list of conferencing apps.

1. Open Event types and choose the appointment type that should take place on Zoom.

2. Under Location, select Zoom Video and save.

3. From now on every new booking of that appointment type gets its own Zoom meeting. The link is in the confirmation email, in the booking details in Zitli, and in your connected calendar.

To make Zoom the default for new appointment types, open Settings, then Conferencing, open the menu next to Zoom and choose Set as default.

Bookings made before you connected Zoom keep the location they were booked with.

In Zitli: open Settings, then Conferencing, open the menu next to Zoom and choose Remove app. Zitli deletes the stored connection to your Zoom account straight away.

In Zoom: sign in to the Zoom App Marketplace, open Manage, then Added Apps, find Zitli and click Remove. This withdraws the permission on Zoom's side.

Either step stops Zitli from creating new meetings. We recommend doing both. Zoom meetings that were already created stay in your Zoom account until you delete them there.

Appointment types that used Zoom need a new location after removal, otherwise new bookings are confirmed without a meeting link.

Zitli asks Zoom for two permissions: to create, update and delete meetings on your behalf, and to read your meeting settings so that new meetings follow them.

Zitli stores the access tokens Zoom issues for your account, and for each booking the meeting ID, join link and passcode. Zitli does not access recordings, chat messages, contacts or participant lists.

The tokens are deleted when you remove the integration in Zitli or delete your Zitli account. Details are in our privacy policy.

No Zoom link in the confirmation: check that the appointment type has Zoom Video as its location and that Zoom is still listed under Settings, Conferencing. If it is missing, add it again.

Zoom shows an error when connecting: sign out of Zoom in your browser, sign in with the account you want to use, and try again.

For anything else, write to support@zitli.ch. We answer in German, French, Italian and English.