Zoom Meeting Integration

To set up the Zoom Meeting integration with iinsight, a user just needs to “grant” access to their zoom account in the Appointments area by performing the following:

1. In the Appointments area, click the Calendar Integration button found at the top right of the table:
   
2. In the Calendar Integration window that popup up, click the “Grant” button next to the Zoom option:
   
3. This will take you the Zoom login page where you need to enter your Zoom Username and Password:
    PLEASE NOTE: you may not need to login and the page will skip straight to step 4 in this list if you are already logged into your Zoom services.
   
    
    
4. After successfully logging into Zoom, you will be asked to confirm you wish to link your Zoom account to the iinsight app. Select “Allow” to proceed.
   
    
    
5. After confirming, your account will be linked and you will be redirected back to your iinsight Appointments area.

 Should you ever need to remove this link, you can click Revoke in the Calendar Integrations and it will disconnect the connection to your Zoom from iinsight.

Or you can remove it from Zoom Marketplace https://marketplace.zoom.us/user/installed

Adding a Zoom Meeting to an appointment

After successfully connecting Teams with iinsight as outlined above, the new check box will be made available in the Appointments window (both New and Edit), by the Location options called Create a Zoom Meeting:
 

If multiple employees are selected for the appointment, then you have to select an employee as a meeting Host from the popup.

For employees who did not link their Zoom account to iinsight, a warning icon will display at the place of the checkbox.

You will get the popup notification if no employees linked their Zoom account to insight.  

On clicking ‘Create Meeting Link’, ‘Host’ tag will be attached to the Host(Employee) of the meeting.  

 Selecting this checkbox will create a Zoom Meeting and link it to your appointment.

The meeting can be accessed directly from within the appointment in iinsight by clicking on “Click here to join the meeting:

The Zoom Meeting URL copied to your clipboard by clicking the Copy icon next to the meeting URL:

And, the Zoom Meeting connection and phone details found in the Appointment Description:

Should you need to delete the Zoom Meeting link for any reason, this can be performed by simply clicking the Bin icon next to the meeting link:

Should you have your Microsoft Calendar connected also, you will have the ability to View, Edit and delete the Appointment from your Outlook Calendar as well as iinsight and Teams.

IInsight:

Teams: