How to Install & Authorize Zoom

MentorSimply offers seamless integration with Zoom, allowing you to schedule and host online sessions directly from your dashboard. This guide will walk you through the process of installing and authorizing the Zoom app.

Prerequisites

Before you begin, make sure you have:

• An active MentorSimply account
• A Zoom account (free or paid)
• Administrator privileges for your Zoom account

Installation Steps

1. Navigate to Integrations

1. Log in to your MentorSimply dashboard
2. Click on your profile picture in the top-right corner
3. Select Settings from the dropdown menu
4. Choose the Integrations tab from the left sidebar

2. Connect with Zoom

1. In the Integrations page, find the Zoom card
2. Click the Connect button
3. You'll be redirected to Zoom's authorization page
4. Sign in to your Zoom account if prompted
5. Review the permissions requested by MentorSimply
6. Click Authorize to grant access

3. Verify Connection

After authorization, you'll be redirected back to MentorSimply, where you should see a confirmation message. The Zoom integration card should now show as "Connected" with a green indicator.

Troubleshooting

If you encounter any issues during the installation process:

• Ensure your Zoom account has admin privileges
• Try logging out and back in to both MentorSimply and Zoom
• Clear your browser cache and cookies
• Contact our support team at support@mentorsimply.com

Next Steps

Now that you've installed and authorized Zoom, you might want to:

• Learn how to use the Zoom integration
• Set up your default meeting preferences
• Schedule your first Zoom session with a client

For any questions or support, please reach out to our team at support@mentorsimply.com.