How to do it
These steps are for PlanWell on the web.
- When Zoom is available, open Integrations in the PlanWell Portal. Under Calendars & meetings, choose Connect on the Zoom card, approve PlanWell on Zoom, then return to PlanWell. The card shows the connected Zoom account.
- For booked appointments, open Calendar, then Booking, edit an appointment type and set its meeting to Create a Zoom meeting. Each booking then gets its own Zoom meeting and the client receives the join link.
- For an event, open the event’s Meetings section and choose Zoom when you schedule a meeting. Moving or cancelling the meeting in PlanWell updates or removes the Zoom meeting.