Zoom Integration

Overview

ConsultBase integrates with Zoom to automatically create meeting links when your clients book video sessions through your branded booking page. No manual meeting creation needed — the integration handles everything.

What the integration does:

• Creates Zoom meetings automatically when clients book video sessions
• Includes the Zoom link in booking confirmations for both you and your client
• Uses your Zoom account settings (waiting room, passwords, etc.)

What it does NOT do:

• It does not access your existing Zoom meetings or recordings
• It does not read your Zoom contacts or chat messages
• It does not modify your Zoom account settings

Adding the Zoom Integration

1. Log in to your ConsultBase account at myconsultbase.com
2. Navigate to Calendar in the left sidebar
3. Click the Bookings tab
4. In the Integrations section, click "Connect Zoom"
5. You'll be redirected to Zoom to authorize the connection
6. Click "Allow" to grant ConsultBase permission to create meetings on your behalf
7. You'll be redirected back to ConsultBase with a confirmation that Zoom is connected

Using the Integration

Setting Up Video Session Types

After connecting Zoom, create or edit a session type and set the meeting type to "Video Call". When a client books this session type, a Zoom meeting is automatically created.

1. Go to Calendar → Bookings
2. Click "+ New Session Type" (or edit an existing one)
3. Set Video Conferencing to "Zoom"
4. Save the session type

How Bookings Work

When a client visits your booking page and books a video session:

1. They select the session type and choose an available time
2. They fill in their name, email, and any notes
3. On submission, ConsultBase creates a Zoom meeting for the selected time
4. The Zoom link is included in the booking confirmation shown to the client
5. Both you and your client receive confirmation emails with the Zoom link
6. The booking and Zoom link appear on your ConsultBase calendar

Permissions and Data

ConsultBase requests the minimum Zoom permissions needed:

• Create meetings — to generate meeting links for bookings
• Read your profile — to identify which Zoom account is connected

ConsultBase stores your Zoom OAuth tokens (access token and refresh token) encrypted at rest in our database. These tokens are used solely to create meetings on your behalf. We do not access your meeting recordings, chat messages, contacts, or any other Zoom data.

Removing the Integration

From ConsultBase

1. Go to Calendar → Bookings → Integrations
2. Click "Disconnect" next to the Zoom connection
3. Confirm the disconnection

This immediately deletes all stored Zoom tokens from our database. Future bookings will not generate Zoom links until you reconnect.

From Zoom

1. Log in to zoom.us
2. Go to Settings → Apps (or the Zoom App Marketplace → "Manage" → "Added Apps")
3. Find "ConsultBase" and click "Remove"

When you remove ConsultBase from Zoom, we receive a deauthorization notification and automatically delete all stored tokens and connection data. A compliance confirmation is sent to Zoom's data compliance endpoint.

What Happens to Your Data

When the integration is removed (from either side):

• All stored OAuth tokens are immediately deleted
• The Zoom account identifier is removed from your profile
• Previously created Zoom meetings are not deleted (they remain in your Zoom account)
• Booking records in ConsultBase are preserved, but the Zoom links in them may no longer be valid

Need Help?

If you have questions about the Zoom integration, contact us at support@myconsultbase.com. We typically respond within 24 hours on business days.