How to integrate Zoom with systeme.io

In this article, you'll learn how to integrate Zoom with systeme.io

What you'll need :

• a free systeme.io account
• a Zoom account

How does the Zoom integration work?

Integrating Zoom with Systeme.io enables you to use Zoom for meetings in our Calendar feature.

Upon registration, invitees will automatically receive links to the Zoom meetings via emails.

Connect your Zoom account in systeme.io :

1. Go to the Zoom integration settings and then click on "Connect Zoom".

   

   
   

2. A popup will appear asking you to log into your Zoom account

   

   
   

3. After login, you need grant systeme.io access by clicking on "Allow". This lets us manage the integration between your Zoom account and our platform.

   

   
   

4. Your email address appear in systeme.io as an indication that the integration has been successfully completed;

   
   

   (If you need to remove integration, please click on the three dots, then on "Delete")

   

Create an event in booking calendar:

Go to the "Calendar" menu in order to create a new event for your booking calendar. Then, you will see 3 sections "Events", "Bookings" and "Availability".

1. Click on the "Create new event" section to create an event.

   

2. The event details will appear, where you need to enter its name, event duration, host name and description, then choose "Online meeting" under location, and select a duration for the meeting under the section "Event duration".

   

   
   

3. After clicking on "Online meeting", you can choose between the options "Zoom" and "External link":

   
   

   Zoom : those who subscribe will receive email with link and password for the meeting.

   

   
   

External link : you can add a link to any external platform, other than Zoom, e.g. Google Meet.

5. Once one of the options is selected, click on the "Save" button.

   (Note : The link to join the meeting will be auto-generated and sent in email automatically.)

6. On the same page, you have the option to define the available times/dates for your event, a date range must be selected on "Date Range", as well as the available slots from "Available Hours".

   

   
   

7. You can also add specific dates by clicking on "+Add new date" as well as modify the following elements:

   
   

• Start time increments
• Daily limit
• Buffer time: before/after event

• Time zone: display invitees' time zone or your own time zone

  
  

8. You can have an overview of all your booked meetings in the "Bookings" section, as well as filter them by selecting booking status and event type.

9. You also have the option to configure global availability slots and date specific time slots in the "Availability" section, that you can reuse by checking the "Use global availability" box in the availability part during even configuration.

   
   

   If you choose to toggle 'Use global availability' on the event creation page, your availability for the event will be replaced with your global availability settings. Otherwise, you can configure your availability for a specific event separately.

Adding a calendar to your page: 

• Once you finish setting up your event, proceed to the editor of the page in question and add the "Calendar" element on the page.

• Then, select the event from the available ones. Your booking calendar is ready.

• Once an invitee registers for the event, they will receive email with all event details, including the link to the Zoom meeting and password to access it.

Removing the integration in Zoom

In order to remove integration with systeme.io in Zoom side, please do the following:

1. Login to your Zoom Account and navigate to the Zoom App Marketplace.
2. Click Manage >> Added Apps or search for the "Systeme.io" app.
3. Click the "Systeme.io" app.
4. Click Remove.