All steps listed within this document are important to consider when setting up your Zoom or Microsoft Teams integration for the first time. This article covers:
Please note that organizations on our Advanced Subscription plan have access to this feature, however, the setting must be activated by the Caredove team. If you're interested in enabling this setting, please contact our team using the Chat Box.
Steps to connect Zoom or Microsoft Teams Account
Important ❗️ ensure you follow ALL steps:
From the Dashboard, select Connections
Select either:
+ Connect Zoom Account
+ Connect Teams Account
Enter your Account Credentials in the pop-up window
Zoom: Enter your Zoom account credentials and authorize Caredove.
Teams: Enter your Microsoft credentials.
The smaller window will reload and then close; please wait until this happens, as it will prompt your normal window to reload, saving the connection.
Navigate back to Connections. You should see your virtual meeting provider listed, with the option to disconnect.
Next, navigate to a calendar wherein you have Calendar Provider or Calendar Delegate Permissions.
Select existing virtual availability, or create new virtual availability by selecting + New Entry.
Within the availability pop-up navigate to the Location field.
Select your virtual location:
Zoom: "🖥️ Zoom – [First Name] [Last Name]"
Microsoft Teams: "🖥️ Teams – [First Name] [Last Name]"
If this is your first time setting up availability, please refer to Managing Appointment Availability
Note: If you are unable to select your Zoom or Teams location from the drop down (shaded or not listed), try signing out and signing in again to troubleshoot.
Select Create
Now, all availability or booked appointments using the Zoom or Teams integration will display a computer icon.
Now your appointments are ready to be booked! If you want to book your own slot:
Select the slot
Select the blue Book button on the pop-up
Enter the client's information on the Referral form
Select Finish to submit and confirm
Overview Video
Note: The video below demonstrates how to connect and use the Zoom integration. The steps shown are the same for Microsoft Teams — simply select “Connect Teams Account” instead of “Connect Zoom Account” during setup.
Accessing the meeting link before facilitating appointment
Helpful instructions for Providers before their meeting:
Go to your Calendar
Select the Booked meeting or appointment within the calendar, and a pop-up will appear with the exact Zoom/Teams meeting link
Select View Referral
Scroll to the Appointment section on the Referral to view the meeting link
Click on the Zoom/Teams link to initiate the meeting
For Zoom meetings, you can always start the meeting directly from your Zoom application as well.
Booked appointments appear displaying the client's initials and their selected service.
💡 Pro Tip: Learn about Teleconference Best Practices
Clickable Zoom link from Referral view:
Access Zoom link from the Zoom App:
Clickable Teams link from Referral view:
Clients Access to Zoom/Teams Links
When a client is going to book the service, they will see the location on the first page displayed as "🖥️ Zoom/Teams - [First Name] [Last Name]" or on the first page of the referral form.
Clients see virtual link details on the confirmation page after booking their appointment.
Clients receive a Confirmation email that includes a Join the Meeting button which will open and initiate the virtual meeting.
Clients view of Booking Page:
Client Confirmation Page:
Client Email Confirmation:
Uninstall Zoom or Teams Integration
Login to your Caredove account and navigate to your Home dashboard.
Select Connections.
Navigate to Virtual Meetings > select - Disconnect
Confirm that you want to disconnect by selecting Disconnect Zoom or Disconnect Teams.
Have more questions?
Please send us a message, using our Chat box.
