How to Use Zoom Integration and Virtual Appointments in Weal

Weal offers users powerful tools for managing appointments, including Zoom integration for virtual meetings. In this post, we’ll cover everything from setting up and removing Zoom integration to creating, editing, and deleting virtual appointments. Here’s a step-by-step guide to help you navigate these features with ease!

Integrating Zoom with Weal

Adding Zoom to your Weal account makes it easy to create virtual appointments and connect with clients remotely. Here’s how to add and remove the Zoom integration in just a few clicks.

Adding Zoom Integration

To get started with Zoom integration in Weal:

1. Navigate to the “Profile” Menu: Begin by clicking on the “Profile” tab from the main dashboard.
2. Navigate to the “Preference” Menu: Begin by clicking on the “Preference” tab from the main dashboard.
3. Click on “Integrations”: In the Preference section, select “Integrations.”
4. Connect to Zoom: Locate the Zoom integration option and click on “Connect.”
5. Grant Permission: A new tab will open, asking for your permission to connect Zoom to Weal. Click the checkbox “Allow this app to use my shared permission” and then click “Allow.”

Once these steps are completed, Zoom integration will be active in your Weal account, allowing you to create virtual meetings with ease.

Removing Zoom Integration

If you need to remove the Zoom integration at any point:

1. Navigate to the “Profile” Menu: Begin by clicking on the “Profile” tab from the main dashboard.
2. Go to “Preferences”: Open the Preference tab on your dashboard.
3. Select “Integrations”: Click on the Integrations option and locate the Zoom section.
4. Disconnect Zoom: If Zoom is already connected, click on “Disconnect.” After confirmation, Weal will remove all permissions and access to your Zoom account.

This process ensures you have complete control over Zoom access, adding flexibility if you need to adjust your integrations over time.

Managing Virtual Appointments in Weal

Virtual appointments are a core feature of Weal, allowing providers to meet with clients remotely. You can create, edit, and delete virtual appointments in a few easy steps.

Creating a Virtual Appointment

To create a new virtual appointment:

1. Open the “Appointments/Activities” Tab: On the left-hand side panel, select the “Appointments/Activities” tab.
2. Select a Provider: From the “Providers Panel,” ensure that you’ve chosen the correct provider.
3. Choose a Time: Click on the time slot when you’d like to schedule the appointment.
4. Mark it as “Virtual”: In the pop-up form, be sure to specify that the appointment type is “Virtual.”
5. Save the Appointment: Complete any additional fields, and click “Save Appointment” to finalize it.

After following these steps, your virtual appointment will be successfully added to the calendar.

Editing a Virtual Appointment

To edit an existing virtual appointment:

1. Locate the Appointment: Navigate to the appointment you want to change and click on it.
2. Edit Appointment Details: A form will open where you can modify any necessary details.
3. Update the Appointment: Once you’ve made your changes, click “Update” to save them.

Editing appointments ensures that you can adjust any detail, such as time or meeting notes, to keep your schedule accurate.

Deleting a Virtual Appointment

If you need to delete a virtual appointment:

1. Find the Appointment: Go to the virtual appointment you want to remove and click on it.
2. Delete the Appointment: In the form that opens, click “Delete.” This will permanently remove the appointment from your calendar.

Conclusion

Using Zoom integration and virtual appointments in Weal makes managing remote meetings easy and efficient. Whether you’re integrating Zoom, creating new virtual appointments, or adjusting existing ones, these features give you the flexibility to connect with clients and manage your schedule effectively.

Stay tuned for more guides on getting the most out of Weal’s features!