Zoom Integration Documentation

Overview

PinMyCal allows users to connect their Zoom account to automatically create Zoom meetings when appointments are scheduled. This integration eliminates the need to manually generate meeting links for each booking.

Adding the App (Required)

Prerequisites

Before connecting Zoom to PinMyCal, ensure:

• You have an active PinMyCal account
• You have a valid Zoom account
• You are logged into both accounts
• Your browser allows pop-ups for authentication

Step-by-Step: Connect Zoom to PinMyCal

1. Log in to your PinMyCal account
   👉 https://cal.pinmycal.com
2. Navigate to:
   Settings → Integrations → Zoom
3. Click Connect Zoom Account
4. You will be redirected to the Zoom authorization page.
5. Sign in to your Zoom account (if not already logged in).
6. Review the requested permissions.
7. Click Allow to authorize PinMyCal.
8. You will be redirected back to PinMyCal, and Zoom will appear as connected.

Verification

After connection:

• Zoom will be available as a meeting location option.
• New appointments can automatically generate Zoom meetings.

Troubleshooting Connection Issues

If you cannot connect:

• Ensure pop-ups are not blocked
• Try logging out and back into Zoom
• Use a different browser or private window
• Confirm your Zoom account is active

If the issue persists, contact support:

📧 support@pinmycal.com

Usage (Required)

Automatic Meeting Creation

Use Case

When someone books an appointment through your scheduling page, PinMyCal automatically creates a Zoom meeting and attaches the join link to the appointment.

Prerequisites

• Zoom account must be connected
• Appointment type must include Zoom as location
• Available time slots configured

Steps to Use

1. Create or edit an appointment type.
2. Set Location = Zoom Meeting.
3. Share your scheduling link.
4. When a participant books a slot:
   • A Zoom meeting is created automatically.
   • Meeting details are saved to the appointment.
   • Join links are sent to participants via notifications.

Participant Experience

Participants:

• Do NOT need a Zoom account to join
• Receive the meeting link via confirmation message
• Join using browser or Zoom app

Managing Meetings

Users can:

• View meeting details inside appointment records
• Join meetings directly from the dashboard
• Modify or cancel appointments

Changes in PinMyCal may update or cancel the corresponding Zoom meeting.

Removing the App (Required)

Method 1 — Disconnect from PinMyCal

1. Log in to PinMyCal
   👉 https://cal.pinmycal.com
2. Go to:
   Settings → Integrations → Zoom
3. Click Disconnect Zoom
4. Confirm the action

Method 2 — Remove from Zoom Account

1. Log in to your Zoom account
   👉 https://marketplace.zoom.us
2. Navigate to:
   Manage → Installed Apps
3. Locate PinMyCal
4. Click Uninstall

Implications of De-Authorization

After removing the integration:

• PinMyCal will no longer be able to create Zoom meetings
• Existing appointments remain but may lose meeting functionality
• Future bookings will not include Zoom links
• Previously created Zoom meetings remain in your Zoom account

Data Handling After Removal

Upon disconnection:

• OAuth tokens are revoked
• PinMyCal no longer has access to your Zoom account
• Stored Zoom meeting metadata is retained only as needed for existing appointments
• No Zoom recordings, chat, or meeting content are stored by PinMyCal

Users may request deletion of all associated data by contacting support.

Additional Requirements

• The integration uses secure OAuth 2.0 authentication
• No Zoom credentials are stored by PinMyCal
• Only minimal meeting metadata is stored (meeting ID, join URL, time)

Support

If you need assistance:

📧 support@pinmycal.com
🌐 https://cal.pinmycal.com

Compliance Note

This documentation is provided to guide users through adding, using, and removing the PinMyCal Zoom integration in accordance with Zoom Marketplace submission requirements.