How to Use the Zoom Integration

After successfully installing and authorizing Zoom, you can start scheduling and hosting online sessions directly from your MentorSimply dashboard. This guide walks you through the key features of the Zoom integration.

Scheduling a Zoom Meeting

From the Calendar

1. Navigate to the Calendar section in your MentorSimply dashboard
2. Click on the desired date and time slot to create a new appointment
3. Fill in the appointment details (title, client, duration)
4. Under "Meeting Type," select Zoom Meeting
5. Configure any additional Zoom settings if needed (waiting room, password, etc.)
6. Click Save to create the appointment

From a Client Profile

1. Navigate to the Clients section
2. Select the client you wish to schedule a meeting with
3. Click the Schedule button
4. Fill in the appointment details
5. Select Zoom Meeting as the meeting type
6. Click Save to create the appointment

Managing Zoom Meetings

Viewing Upcoming Meetings

1. Go to your MentorSimply dashboard
2. The "Upcoming Sessions" widget shows your next scheduled meetings
3. Zoom meetings are marked with the Zoom icon

Editing a Meeting

1. Find the meeting in your calendar
2. Click on the meeting to open the details
3. Click Edit
4. Make your changes
5. Click Save to update the meeting

Canceling a Meeting

1. Open the meeting details
2. Click Cancel
3. Confirm the cancellation
4. Both you and your client will receive cancellation notifications

Hosting a Zoom Meeting

Starting a Scheduled Meeting

1. Navigate to your dashboard
2. Find the meeting in your "Upcoming Sessions"
3. Click Start Meeting (becomes available 15 minutes before the scheduled time)
4. You'll be redirected to Zoom to host the meeting

During the Meeting

As the host, you can:

• Record the session (with client consent)
• Share your screen
• Use the whiteboard feature
• Manage participants
• Use breakout rooms (if available on your Zoom plan)

After the Meeting

After completing a Zoom session:

1. The meeting will be marked as "Completed" in your MentorSimply dashboard
2. You can add session notes
3. If you recorded the session, you can access the recording from your Zoom account

Troubleshooting

If you encounter issues:

• Ensure your Zoom integration is still connected (check Integrations in Settings)
• Try refreshing your browser
• Make sure you have the latest version of the Zoom client installed
• Contact support@mentorsimply.com for assistance

Tips for Effective Online Sessions

• Join the meeting a few minutes early to test your audio and video
• Use a stable internet connection
• Consider using a headset for better audio quality
• Have a professional background or use Zoom's virtual backgrounds
• Close unnecessary applications to improve performance