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Zoom

When a client books a remote appointment, someone has to create the video meeting and get the link to both sides. Connecting Zoom removes that job: every remote appointment gets its own Zoom meeting the moment it is booked, the client's confirmation carries the link, and staff see a Join button on the appointment. Nobody copies a link into an email again.

You connect Zoom once, as an administrator, with the Zoom account your organization hosts visits from. It takes about two minutes.

Before you start​

Zoom asks you to sign in and approve the connection, so have the right account ready.

  • You need the Admin role in Ready Practice. Settings → Integrations is admin-only.
  • Sign in to the Zoom account that should host your visits. Meetings are created on this account, so a shared organization account works better than one person's login if several providers run remote visits.
  • Decide which services are remote. A remote service is one whose location is a video call rather than a room; the Zoom link is created only for those.

Connect your Zoom account​

  1. Go to Settings → Integrations and find the Zoom card, which reads "Connect Zoom to auto-create links for remote appointments". Click Connect.
  2. Zoom opens in a new tab. Sign in and click Allow on the permissions screen. Ready Practice only asks for what it needs to create and manage meetings.
  3. Come back to the Integrations page. The Zoom card now shows Connected. From this point, every new remote appointment gets a meeting automatically.
Already-booked appointments keep their old link

Connecting Zoom affects appointments booked from now on. A remote visit booked before you connected keeps whatever link it had; rebook it or add the link by hand if it needs one.

Mark your remote services​

The connection only matters for services that happen over video. Open Services & Plans, edit each service that is delivered remotely, and turn on Remote. Once saved, any booking of that service, from your calendar, a booking link or the client app, creates a Zoom meeting and puts the link on the confirmation.

Verify it's working​

Book a remote service for a test client on your demo data. Open the appointment on the calendar: a Join Zoom button appears on the event, and the client's confirmation email carries the same link. If you see both, you are done.

If the Join button is missing

Either the service is not marked Remote, or the Zoom connection has lapsed. Check the service first, then Settings → Integrations: if the Zoom card no longer shows Connected, click Connect again and sign in.

Disconnect​

Click Disconnect on the Zoom card. Existing appointments keep their meetings; new remote bookings stop getting a link until you connect Zoom or Google Meet again.

Ask Atlas

Say "is Zoom connected?" and Atlas checks. Say "make Recovery Session a remote service" and it stages the change for you to approve.

Next steps​

  • Prefer Google? Google Meet does the same job through a calendar invite.
  • Let the scribe join: the AI Scribe can attend remote visits and draft the note.