Acuity Scheduling Zoom Integration Setup Tutorial for Automatic Appointment Booking

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·@jerrybanfield·
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Acuity Scheduling Zoom Integration Setup Tutorial for Automatic Appointment Booking
<center>https://jerrybanfield.com/wp-content/uploads/2019/09/maxresdefault.jpg</center> <br/><p>Do you want to see how to accept calls using <a rel="noreferrer noopener" aria-label="Acuity Scheduling (opens in a new tab)" href="https://jerry.tips/acuity" target="_blank"><em>Acuity Scheduling</em></a> and setup directly with <em><a rel="noreferrer noopener" aria-label="Zoom  (opens in a new tab)" href="https://zoom.us/" target="_blank">Zoom </a></em>to make video calls with pre-booked appointment links that are automatically sent out and all you need to do is show up?</p>
<p>This is really helpful if you want to accept calls with clients online, this is the best solution I've found, especially if you want to do interviews and record them and accept payment up front.</p>
<p>This is what I'm doing now, as you can see on this website, you can <a rel="noreferrer noopener" aria-label="schedule a call (opens in a new tab)" href="https://jerrybanfield.com/contact/" target="_blank">schedule a call</a> and it's automatically synced with my calendar.</p>
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<center><img src="https://jerrybanfield.com/wp-content/uploads/2019/09/vlcsnap-2019-09-22-20h28m11s100-1030x579.jpg" alt="Acuity Scheduling Zoom Integration Setup" class="wp-image-37216"/>
<p style="text-align:center"><em>If you find anything helpful, will you please <a rel="noreferrer noopener" aria-label="subscribe us on YouTube (opens in a new tab)" href="https://www.youtube.com/JerryBanfield?sub_confirmation=1" target="_blank">subscribe on YouTube</a> and help us reach 500k subscribers?</em><br><em>I value any <a rel="noreferrer noopener" aria-label="comments or feedback you have on this video (opens in a new tab)" href="https://youtu.be/_3ZyDQWTY54" target="_blank">comments or feedback you have on this video</a>. Your contribution means a lot.</em></p>
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<h3 style="text-align:center">In this tutorial, I'll show you the exact Acuity Scheduling integration with Zoom yourself and explain why you might want to set this up.</h3>
<p>If you're new to <a rel="noreferrer noopener" aria-label="Acuity Scheduling (opens in a new tab)" href="https://jerry.tips/acuity" target="_blank"><em>Acuity Scheduling</em></a>, and you want to sign up and give it a try, please <a rel="noreferrer noopener" aria-label="use this link (opens in a new tab)" href="https://jerry.tips/acuity" target="_blank">use this link</a> or go in the <a rel="noreferrer noopener" aria-label="description of this video (opens in a new tab)" href="https://youtu.be/_3ZyDQWTY54" target="_blank">description of this video</a> because you can get help earning up to $30 when you sign up.</p>
<p>If you want <a rel="noreferrer noopener" aria-label="more amazing tutorials (opens in a new tab)" href="https://www.youtube.com/playlist?list=PLwjXVhbTO15P0Zj5ElVrP7KNYP2bu5csw" target="_blank">more amazing tutorials</a> like this, hit that subscribe button, turn those notifications on and check your subscriber feed. I'm a full-time YouTuber. <a rel="noreferrer noopener" aria-label="I also do live workshops (opens in a new tab)" href="https://jerrybanfield.com/new-online-workshops-with-jerry-banfield/" target="_blank">I also do live workshops</a>. </p>
<p>I'm really excited about showing you how to set up stuff that I'm setting up for myself.</p>
<h4>The first question is why do you want to do this integration?</h4>
<p>If you want to make some money online, a great way to do it is to <a rel="noreferrer noopener" aria-label="teach for free like I'm doing (opens in a new tab)" href="https://www.youtube.com/playlist?list=PLwjXVhbTO15Pzetm_-UAupugEy9xA0VCY" target="_blank">teach for free like I'm doing</a> on <em>YouTube</em>, do a lot of tutorials and then say, hey, if you want coaching or help <a href="https://jerrybanfield.com/contact/" target="_blank" rel="noreferrer noopener" aria-label="schedule a call with me (opens in a new tab)">schedule a call with me</a> on my website.</p>
<p>Then you've got a little option to book a call on your website and then it can be automatically synced with your calendar.</p>
<img src="https://jerrybanfield.com/wp-content/uploads/2019/09/vlcsnap-2019-09-23-11h46m51s314-2.jpg" alt="Location Settings" class="wp-image-37273"/>
<p>The most annoying part of this is trying to add people on <em>Skype </em>or figure out how to call people. I used to use <em><a rel="noreferrer noopener" aria-label="Acuity Scheduling (opens in a new tab)" href="https://jerry.tips/acuity" target="_blank">Acuity Scheduling</a></em> before the <em><a rel="noreferrer noopener" aria-label="Zoom  (opens in a new tab)" href="https://zoom.us/" target="_blank">Zoom </a></em>integration  was done and it was really annoying. Now get that setup.</p>
<p>With <em>Zoom</em>, as soon as you book an appointment, it sends you a link using the integration directly with <em>Zoom</em>, then all you need to do is use the link we don't have to share phone numbers or <em>Skype </em>names or any of that stuff, it's really easy to set up for both users, you can do it on your phone or on your computer.</p>
<h4>Now that you see why you might want to set up this <em>Zoom </em>integration, I'll show you how to set it up.</h4>
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<h5>Go to your <em><a rel="noreferrer noopener" aria-label="Acuity Scheduling (opens in a new tab)" href="https://jerry.tips/acuity" target="_blank">Acuity Scheduling</a></em> account, which if you don't have one, you may create through <a rel="noreferrer noopener" aria-label="my link (opens in a new tab)" href="https://jerry.tips/acuity" target="_blank">my link</a> or the one <a rel="noreferrer noopener" aria-label="in the description of this video (opens in a new tab)" href="https://youtu.be/_3ZyDQWTY54" target="_blank">in the description of this video</a>.</h5>
<p> Click on integrations, then you need <em>Zoom </em>integration here. </p>
<div class="pull-left"><img src="https://jerrybanfield.com/wp-content/uploads/2019/09/vlcsnap-2019-09-23-11h32m02s307-1030x579.jpg" alt="" class="wp-image-37264"/>
<h5 style="text-align:left">What you will do is click on <em>Set-up </em>for <em>Zoom </em>integration. </h5>
<center><img src="https://jerrybanfield.com/wp-content/uploads/2019/09/vlcsnap-2019-09-23-11h34m41s092-2.jpg" alt="" class="wp-image-37265"/></center>

<p>This assumes you've already got your appointment type setup and that you're ready to accept calls and you just need to be able to to have the actual call scheduling itself.</p>
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<p style="text-align:center">If you're not at that point, check my <a rel="noreferrer noopener" aria-label="Acuity Scheduling playlist (opens in a new tab)" href="https://www.youtube.com/playlist?list=PLwjXVhbTO15P0Zj5ElVrP7KNYP2bu5csw" target="_blank"><em>Acuity Scheduling playlist</em></a>, I'll go through some more of the basics there.</p>
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<h5>Hit <em>Set Up</em> to do this integration, then you'll get here it says step one connect to <em>Zoom</em> and click <em>sign-in</em> to <em>Zoom</em>. </h5>
<img src="https://jerrybanfield.com/wp-content/uploads/2019/09/vlcsnap-2019-09-23-11h37m30s801-1030x579.jpg" alt="Acuity Scheduling Zoom Integrate Setup" class="wp-image-37266"/>
<h5>The next step is to put your zoom.us login right here.</h5>
<img src="https://jerrybanfield.com/wp-content/uploads/2019/09/vlcsnap-2019-09-23-11h38m34s874-2-1030x584.jpg" alt="Acuity Scheduling Zoom Integrate Setup" class="wp-image-37267"/>
<h5>After that, you'll say Acuity Scheduling is requesting access to your Zoom account, you need to click pre-approve, and click <em>"Authorize" </em> right here for this to work.</h5>
<img src="https://jerrybanfield.com/wp-content/uploads/2019/09/vlcsnap-2019-09-23-11h39m51s287-2-1030x850.jpg" alt="Acuity Scheduling Zoom Integration Setup" class="wp-image-37269"/>
<h5>Then it'll say <em>"Your Zoom integration is incomplete"</em>. Please select one or more appointment types.</h5>
<p> I had to go back through and click on<em> "Set Up</em>" again.</p>
<p>What you do this way is click on the exact type of meeting you have that you want to schedule a <em>Zoom </em>call for.</p>
<p>For example, I only want <em>Zoom </em>calls scheduled when someone that uses a 45 minute voice call or a video call with Jerry Banfield.</p>
<img src="https://jerrybanfield.com/wp-content/uploads/2019/09/vlcsnap-2019-09-23-11h43m02s190-1030x579.jpg" alt="Acuity Scheduling Zoom Integrate Setup" class="wp-image-37270"/>
<p>I have <a rel="noreferrer noopener" aria-label="live workshops I do in person also, (opens in a new tab)" href="https://jerrybanfield.com/new-online-workshops-with-jerry-banfield/" target="_blank">live workshops I do in person as well,</a> I don't want to unless I'm going to live stream and have people in on <em>Zoom </em>on those which maybe I can do but for now I'm not ready to do that.</p>
<p>I only want the <em>Zoom </em>call scheduled when someone <a rel="noreferrer noopener" aria-label="schedules a video call with me (opens in a new tab)" href="https://jerrybanfield.com/contact/" target="_blank">schedules a video call with me</a>, I don't want the <em>Zoom </em>call integration to be used for my in-person classes.</p>
<h5>8- Therefore if you just pick a meeting that you want Zoom to schedule, then that you can click on "<em>Enable Join</em>" before hosting I highly recommend to click that setting.</h5>
<p> That way, if someone comes early, they can join the meeting and you can join them and they're already there, they don't have to wait for you to join in.</p>
<h5>I did not click on the <em>"Personal Meeting ID</em>" to create meetings, I'll see what it does before and then we can go from there.</h5>
<img src="https://jerrybanfield.com/wp-content/uploads/2019/09/vlcsnap-2019-09-23-11h44m39s299-2-1030x583.jpg" alt="Integration calls appointments" class="wp-image-37271"/>
<p>I have also created a single meeting per class I just left that checked, I don't see why not. </p>
<p>Once you've got that setup, then there's one big change you need to make in your email, you need to go to "Email Settings" for the initial confirmation and any other confirmations. </p>
<img src="https://jerrybanfield.com/wp-content/uploads/2019/09/vlcsnap-2019-09-23-11h46m28s340-1030x579.jpg" alt="schedule calls with zoom" class="wp-image-37272"/>
<h5>Make sure that you use this <em>"Location tag"</em> when you are in the email.</h5>
<p>I'll say, <em>"Thank you, your appointments have been successfully scheduled to join the meeting using this link",</em> then put that percentage symbol in location, put that in there that will give someone the link to join. </p>
<img src="https://jerrybanfield.com/wp-content/uploads/2019/09/vlcsnap-2019-09-23-11h46m51s314-2.jpg" alt="schedule calls with zoom" class="wp-image-37273"/>
<p>The nice thing is the way this is set up by default, it has the where then there will be a link to the zoom.us.</p>
<p>This is so convenient compared to going through and adding on <em>Skype, </em>which has been obnoxious for years. Now this is so easy. </p>
<h5>You just have a link that pops in and it'll join up right there.</h5>
<p>If you'd like to give this a try, just go to JerryBanfield.com click on <em>"Contact"</em> scroll down to <em>"Video Calls and Workshops with Jerry Banfield"</em> and you can see how this works on the other end</p>
<img src="https://jerrybanfield.com/wp-content/uploads/2019/09/vlcsnap-2019-09-23-11h50m03s690-1030x579.jpg" alt="Zoom setup Calendar" class="wp-image-37274"/>
<p>That way you'll know how this is a good thing for you to set up in your business to get more clients.</p>
<p>I appreciate you watching this <em>Acuity Scheduling</em> and <em>Zooom </em>integration setup tutorial, I intend to make lots <a rel="noreferrer noopener" aria-label="more tutorials on Acuity Scheduling (opens in a new tab)" href="https://www.youtube.com/playlist?list=PLwjXVhbTO15P0Zj5ElVrP7KNYP2bu5csw" target="_blank">more tutorials on <em>Acuity Scheduling</em></a> and because a great way to make money online is to be available for appointments, calls, workshops, coaching with people and have that on your website.</p>
<p>This is a great way for a <a href="https://jerrybanfield.com/becoming-a-youtuber-full-time/" target="_blank" rel="noreferrer noopener" aria-label="YouTuber like me (opens in a new tab)">YouTuber like me</a> to offer monetization options as well.</p>
<p>I trust if you want to see more videos like this, if you haven't already, hit that <a rel="noreferrer noopener" aria-label="subscribe button (opens in a new tab)" href="https://www.youtube.com/JerryBanfield?sub_confirmation=1" target="_blank">subscribe button</a>, turn those notifications on and check your subscriber feed.</p>
<a href="https://www.youtube.com/JerryBanfield?sub_confirmation=1" target="_blank" rel="noreferrer noopener"><img src="https://jerrybanfield.com/wp-content/uploads/2019/09/vlcsnap-2019-09-23-11h52m16s431-1030x579.jpg" alt="Follow Jerry Banfield on Youtube" class="wp-image-37276"/></a>
<p>You can also <a rel="noreferrer noopener" aria-label="follow on Facebook (opens in a new tab)" href="https://www.facebook.com/jbanfield" target="_blank">follow on Facebook</a>, hit <em>"See First"</em> and turn "Notifications" ON if you want to see the post</p>
<p>If you want to get to know me better or <a rel="noreferrer noopener" aria-label="schedule that call (opens in a new tab)" href="https://jerrybanfield.com/contact/" target="_blank">schedule a call</a> or <a rel="noreferrer noopener" aria-label="come to a workshop (opens in a new tab)" href="https://jerrybanfield.com/show/" target="_blank">come to a workshop,</a> go to <em>JerryBanfield.com</em>, and start reading the blog posts.</p>
<p>All my videos there are transcribed into blog posts. If you go to <a rel="noreferrer noopener" aria-label="JerryBanfield.com/blog (opens in a new tab)" href="http://JerryBanfield.com/blog" target="_blank"><em>JerryBanfield.com/blog</em></a> you will see all the videos if you prefer to read or if you need to see more about a particular video and slow it down a bit. Take a look at the blog posts on my website.</p>
<img src="https://jerrybanfield.com/wp-content/uploads/2019/09/vlcsnap-2019-09-23-11h53m10s108-1030x579.jpg" alt="Jerry Banfield Stats" class="wp-image-37277"/>
<p>I love you. You're awesome. I appreciate you reading every word of this Acuity Scheduling integration post.</p>
<p>If you have any questions, <a rel="noreferrer noopener" aria-label="drop a comment on YouTube (opens in a new tab)" href="https://youtu.be/_3ZyDQWTY54" target="_blank">drop a comment on YouTube</a> because I read almost every comment on <em>YouTube </em>and I look forward to helping you there.</p>
<p>You can also follow me on&nbsp;<a rel="noreferrer noopener" href="https://instagram.com/jerrybanfield" target="_blank"><em>Instagram</em></a>,&nbsp;<a rel="noreferrer noopener" href="https://twitter.com/jerrybanfield" target="_blank"><em>Twitter</em></a>, and&nbsp;<em><a rel="noreferrer noopener" href="https://www.linkedin.com/in/jerrybanfield/" target="_blank">Linkedin</a></em>.</p>
<p><em>Love,<br>Jerry Banfield</em></p>
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