Zoom Integration Guide

Adding the App

Prerequisites

• A Klippme account (free trial available at klippme.com)
• A Zoom account (free or paid)

Step-by-step Setup

1. Sign in to your Klippme account at klippme.com/login
2. Navigate to Settings → Integrations
3. Find the Zoom card and click "Connect Zoom"
4. You will be redirected to Zoom's authorization page
5. Sign in to your Zoom account (or select an account if already signed in)
6. Review the permissions requested — Klippme will create meetings on your behalf
7. Click "Allow" to authorize the connection
8. You will be redirected back to Klippme. The Zoom card will now show "Connected" with your Zoom email address

Troubleshooting

• "Connect Zoom" button not appearing: Ensure you are on an active trial or paid plan. Zoom integration requires a Pro plan or active trial.
• Authorization fails or times out: Clear your browser cookies and try again. Ensure pop-ups are not blocked.
• Already connected to wrong account: Click "Disconnect" on the Zoom card, then reconnect with the correct Zoom account.
• Need help? Contact us at hello@klippme.com or WhatsApp +91 7598573130

Using the Integration

Creating an Online Session with Zoom

1. Go to 1:1 Sessions or Group Sessions in your dashboard
2. Click "Create Session"
3. In the Schedule step, select "Online" as the session mode
4. Under Meeting Platform, select "Zoom"
5. Complete the remaining session details (name, duration, pricing, availability)
6. Click Create to save the session

How Zoom Meeting Links Are Generated

• When a customer books your online Zoom session, Klippme automatically creates a Zoom meeting using your connected Zoom account
• The meeting link is unique per booking
• Meeting details (join URL) are sent to the customer via email confirmation
• Meeting details are also sent via WhatsApp if WhatsApp notifications are enabled (Pro plan)
• The provider can see the meeting link in their booking details on the dashboard

What Data Klippme Accesses

• Zoom email address — to display which account is connected
• Meeting creation — to create scheduled Zoom meetings for bookings
• Klippme does not access your Zoom recordings, chat messages, contacts, or any other Zoom data

Removing the App

Disconnecting Zoom from Klippme

1. Sign in to your Klippme account
2. Navigate to Settings → Integrations
3. Find the Zoom card showing "Connected"
4. Click the "Disconnect" button
5. Confirm the disconnection

What Happens When You Disconnect

• Your stored Zoom OAuth refresh token is immediately deleted from our database
• Your Zoom email address is removed from our records
• Existing bookings with Zoom links will retain their meeting links — already created meetings are not deleted from Zoom
• New bookings for online sessions will no longer generate Zoom meeting links. You will need to connect Zoom again or switch to Google Meet.
• Sessions configured to use Zoom will show a warning to reconnect

Revoking Access from Zoom

You can also revoke Klippme's access directly from your Zoom account:

1. Sign in to zoom.us
2. Go to the Zoom App Marketplace
3. Click "Manage" → "Installed Apps"
4. Find Klippme and click "Remove"

Data Deletion

• When you disconnect or remove the app, all Zoom-related data (OAuth tokens, Zoom email) is deleted from Klippme within seconds
• No Zoom data is retained after disconnection
• For complete account deletion including all booking data, contact hello@klippme.com

Last updated April 2025 · Klippme