How to use Zoom

TidyCal offers native integration with Zoom, allowing a unique Zoom meeting link to be automatically generated for each confirmed booking — provided it’s been set up properly in both your account and the booking type.

Step 1: Connect your Zoom account

  1. Log in to your TidyCal account.
  2. Click the hamburger icon (☰) in the top-rightcorner.
  3. Go to Integrations > Video Conferences.
  4. Click Connect Zoom and authorize the integration.IMPORTA

IMPORTANT

  • Zoom will only generate meeting links if your TidyCal account email matches the email address of your connected primary calendar.
  • Ensure your Zoom, TidyCal, and primary calendar emails all match for the integration to work correctly. Otherwise, you will be made to "Wait for the host to let you in."

Step 2: Enable Zoom for a specific booking type

Each booking type can have one or multiple online video conference options. Learn more.


  1. Log in to your TidyCal account and go to the Booking Typestab.
  2. Click Editon the booking type where you want to add Zoom.
  3. On the left-hand side, locate and click on Detailsin the side menu.
  4. Scroll down within the Details panel until you reach the Locationssection.
  5. Under Video conferencing options, tick the box next to Zoom.
  6. If you haven’t already connected your Zoom account, you’ll be prompted to authorize the integration at this step. Make sure the email used in Zoom matches the email on your TidyCal account.

⚠️ IMPORTANT

This Zoom Window pops up during Zoom integration with TidyCal.

  • It must be checked, to allow TidyCal to use your shared access permissions.
    • If this window is not showing during the integration process, it may mean
      • That you have already done this recently - so the permission granted to TidyCal is still valid.
      • Not sure? Log into your Zoom account, and in My Apps remove TidyCal.

        Repeat integration process.

    • Click Update booking type  at the top right to save your changes.


Once this setup is complete, every new booking made on this booking type will automatically include a unique Zoom link in the confirmation email and calendar invite — sent to both you and the attendee.


Need more help?

Email our support team at support@TidyCal.com.

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