Connecting Zoom Scheduler lets clients book a call with their case team on your Zoom booking pages, right from the Quilia app. Your firm keeps managing availability in Zoom, and clients pick a time instead of calling the office.
Before you start
- A firm admin in Quilia sets this up.
- Sign in with a Zoom account that includes Zoom Scheduler and has your team's booking pages. A Zoom admin account lets Quilia list everyone's pages; any other account lists only its own.
Adding Quilia to Zoom
- In Quilia, go to Settings → Integrations and select Zoom Scheduler.
- If Zoom Scheduler is off, select Enable.
- Select Connect Zoom and sign in to Zoom.
- Zoom shows what Quilia asks for: permission to view your booking pages and the users they belong to. Select Allow.
You come back to the Zoom Scheduler page in Quilia, ready to pick booking pages.
Choosing booking pages
The Booking pages section lists the booking pages from your Zoom account. Pick one for the firm and, if you like, one for each team member, then select Save.
- Firm booking page: the firm-wide booking page every client can book.
- Team members: each person on your Quilia team is listed. Quilia looks for Zoom booking pages organized by someone with the same email address, and when it finds exactly one, it is chosen for you. Choose No booking page for anyone clients should not book directly.
Nothing changes until you select Save.
If your Zoom account does not include Zoom Scheduler, Quilia cannot list its booking pages. You can still paste booking page links in the Booking links section instead.
What clients can book
Clients book from the Quilia app with a Book a Meeting button, which opens the Zoom booking page you chose. The available times follow the settings in Zoom Scheduler, and the meeting lands on your team member's Zoom calendar with its Zoom link.
- The Book a Meeting button on your firm's page in the app uses the Firm booking page.
- The Book a Meeting button on a team member's profile in the app uses that person's booking page. It only shows for team members who are on the client's case and have a booking page chosen.
What Quilia reads from Zoom
Quilia only reads from Zoom. It never books, changes or cancels anything in your Zoom account.
- Your booking pages: each page's name, link and organizer, so you can pick them.
- Your Zoom users: names and email addresses, to match booking pages to your Quilia team.
- Your Zoom account ID and sign-in email, to show which account is connected.
Quilia keeps the sign-in tokens encrypted and stores only the booking page links you save. It does not keep copies of your booking page or user lists; it reads them from Zoom each time you open the Zoom Scheduler page.
Removing Quilia from Zoom
To remove Quilia's access to your Zoom account:
- Sign in to the Zoom App Marketplace.
- Select Manage, then Added Apps.
- Find Quilia and select Remove.
When you remove the app, Zoom notifies Quilia, and Quilia deletes everything it holds from Zoom: the sign-in tokens, your Zoom account ID and sign-in email, and the booking page links you saved. Zoom Scheduler is turned off in Quilia, so clients stop seeing Zoom booking pages. To use it again, enable Zoom Scheduler and connect Zoom from the start.
Turning Zoom Scheduler off in Quilia stops showing booking pages to clients, but it does not remove Quilia from your Zoom account. Use the steps above for that.