How to Connect Your Zoom Account
UpTribo lets you connect your Zoom account so that any 1:1 sessions or group events you created on the platform can take place on a Zoom call.
Once you create a 1:1 session or a group event on UpTribo, you can set the location as ‘Zoom’, and a Zoom Meet Link will automatically be generated for you.
The link will be accessible to your client only after a session is booked, or a participant registered to one of your group events.
Note that UpTribo does not synchronize any changes you made directly in your Zoom account, including data directly created by UpTribo.
Steps to connect your Zoom account
After you are logged in UpTribo, here is how you can provide Zoom access to UpTribo:
Navigate to Account > Integrations
You will see a box regarding Zoom. You can click on “Provide Access”.
This will open the window where you can provide access to “UpTribo”.
After this, you are redirected to UpTribo with a confirmation message.
Steps to automatically generate and attach a Zoom Meeting Link to a group event
Now that UpTribo is allowed to generate Zoom meetings on your behalf, here is how you can create a group event in UpTribo and use Zoom as the location.
Navigate to Product > Group Events
Click ‘Schedule Group Event’
A modal opens. Set a name and title (anything you want)
On the next tab, “Date”, select a date and time for your event.
Next tab, “Location”, select Zoom.
You can directly click on the last tab, “Review & Publish”
Click “Publish Group Event”
A Zoom meeting link is about to be automatically generated and attached to the group event (it usually takes only a second to a few seconds).
An UpTribo in-app notification will inform you that the link was successfully created and attached to the group event. You will also see a Zoom icon in the link column of the created group event. Clicking on it will open the Zoom meeting.
In your Zoom account, you will find a created meeting in your list of Meetings. The topic is set as the title of the created group event, and the start and end time are the same as set for the group Event in Uptribo.
Updating the title or the time of the group event in UpTribo will automatically update these pieces of information in the related Zoom Meeting.
Deleting or canceling a group event in UpTribo will automatically delete the related Zoom Meeting in your Zoom account.
Steps to disconnect your Zoom account
At any time, you can remove the access granted to UpTribo on your Zoom account.
Navigate to Account > Integrations
You will see a box regarding Zoom. You can click on “Revoke Access”.
A loading will appear, and finally will turn into a message confirming that the access was revoked.
Once your Zoom account is disconnected, you won’t be able to select ‘Zoom’ as the location of a 1:1 session or group event. Kindly note that you can always reconnect your Zoom account by following the same steps as mentioned in the section ‘Steps to connect your Zoom account’.
You can also remove UpTribo’s access by directly logging in your Zoom account. You can follow these steps to achieve it:
Login to your Zoom Account and navigate to the Zoom App Marketplace.
Click Manage >> Added Apps or search for the “UpTribo” app.
Click the “UpTribo” app.
Click Remove.
