Zoom

Connect Zoom with OneSuite → How to Connect Zoom with OneSuite

Add video meeting scheduling directly inside your Client Portal and surface Zoom links across CRM automatically.

OAuth 2.0 Free on all plans ~2 min setup
Zoom integration connected in OneSuite settings
Before you begin

Prerequisites

Make sure you have the following before starting the setup.

OneSuite

Platform

OneSuite

  • Agency owner or admin role
  • Active OneSuite subscription
  • Client Portal enabled
  • Access to Settings panel
Zoom

Integration

Zoom

  • Zoom account (Free or paid)
  • Zoom Scheduler set up with a booking URL
  • Access to authorize OAuth apps
  • Marketplace permissions not restricted
Setup guide

Installation

Follow these five steps to connect your Zoom account to OneSuite.

  1. Navigate to Scheduling settings

    In OneSuite, open Settings from the left sidebar, then go to Client Portal → Scheduling. This is where all meeting integrations are managed.

    Tip: You can use the keyboard shortcut ⌘K and search for 'Scheduling' to get there faster.
    Navigate to Scheduling settings

  2. Click "Connect Zoom"

    On the Scheduling page, find the Zoom card and click the "Connect Zoom" button. This will start the OAuth authorization flow.

    Click "Connect Zoom"

  3. Authorize on Zoom's OAuth screen

    You'll be redirected to Zoom's authorization page. Review the requested permissions — OneSuite only asks for read access to your profile and scheduler. Click Allow.

    OneSuite requests: View your Zoom profile, Access Zoom Scheduler data.
    Authorize on Zoom's OAuth screen

  4. Paste your Zoom Scheduler booking URL

    After authorizing, a modal will appear asking for your Zoom Scheduler booking URL. Copy it from your Zoom Scheduler dashboard and paste it here.

    Your booking URL can be found at zoom.us/scheduler under 'Share Booking Page'.
    Paste your Zoom Scheduler booking URL

  5. Confirm the Connected status

    Once saved, the Zoom card will show a green "Connected" badge alongside your authorized email address. The integration is now live.

    Confirm the Connected status
Where it appears

Usage

Once connected, Zoom appears in two places across OneSuite.

Client-facing

Client Portal — Meetings tab

Clients see a dedicated Zoom tab with a "Schedule a Meeting" button that opens your Zoom Scheduler booking page directly.

Settings

Admin — Manage booking URL

Return to Settings → Scheduling at any time to update your booking URL, disconnect the account, or reconnect a different Zoom account.

How clients book a Zoom meeting

Here's what the experience looks like from your client's perspective in the Client Portal.

  1. Open the Zoom tab in Schedule a Meeting

    From the Client Portal sidebar, clients click "Schedule a Meeting" and select the Zoom tab. They'll see a "Book an Appointment" prompt with a Schedule a Meeting button.

    Open the Zoom tab in Schedule a Meeting

  2. Pick a date and time on Zoom Scheduler

    Clicking the button opens Zoom Scheduler. Clients see a calendar with available dates highlighted and can pick a time slot that works for them.

    Pick a date and time on Zoom Scheduler

  3. Fill in details and confirm the booking

    After selecting a time, clients enter their name, email address, and an optional message. Clicking "Book" confirms the meeting.

    Fill in details and confirm the booking

  4. Meeting confirmed

    A confirmation screen shows the meeting details — date, time, timezone, and meeting type. Clients can reschedule, cancel, or schedule another event from here.

    Meeting confirmed
Removing the integration

Uninstallation

Complete both steps to fully remove the Zoom integration.

  1. Disconnect in OneSuite

    Go to Settings → Client Portal → Scheduling. Click "Manage" next to the Zoom card, then select "Disconnect Zoom". Confirm the prompt. This immediately removes the OAuth tokens and disables the Zoom tab in your Client Portal.

  2. Remove from Zoom Marketplace

    Visit marketplace.zoom.us, find OneSuite under Installed Apps, and click Remove. This revokes all OAuth tokens from the Zoom side.

Help & FAQs

Troubleshooting

Common issues and how to resolve them.

The "Connect Zoom" button does nothing — what's wrong?
This is usually caused by a browser popup blocker preventing the OAuth window from opening. Allow popups for app.onesuite.io, then try again. In Chrome, click the blocked popup icon in the address bar. If this doesn't help, try a different browser.
I authorized Zoom but I'm not seeing the "Connected" badge.
Try a hard refresh (⌘⇧R on Mac, Ctrl+Shift+R on Windows). If the badge still doesn't appear, check that you completed the booking URL step in the modal — authorization without a booking URL will not finalize the connection.
Zoom links in calendar events aren't being auto-detected.
Auto-detection requires calendar sync to be active in OneSuite. Go to Settings → Integrations → Calendar and confirm your calendar is connected. New events added after connecting Zoom will be auto-detected; past events may need a manual re-sync.
My clients can't see the Zoom tab in the Client Portal.
Confirm the Client Portal is enabled for the relevant clients, and that the Meetings module is turned on in Settings → Client Portal → Modules. Clients must be invited and have accepted their portal access before they can see the Meetings tab.
I connected a personal Zoom account by mistake — can I switch?
Yes. Go to Settings → Scheduling, click Manage → Disconnect Zoom. Then reconnect using the correct Zoom account. You may also need to revoke the old authorization from your Zoom Marketplace apps to avoid confusion.

Still stuck?

Our support team responds within 2 business hours. Include your Zoom email and a screenshot of the error.

Contact support
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