🎥 Zoom Integration with BookThatApp

This guide explains how to connect your Zoom account to BookThatApp so you can automatically generate meeting links for virtual classes, events, and services.

📚 What’s Inside

• Requirements

• Connect a Zoom Account

• Create an Event

• Booking and Meeting Sync

• Edit a Meeting

• Include Zoom Info in Emails/Tickets

• Removing the Zoom Connection

✅ Requirements

Before you start:

• You must be on the Premium plan or higher in BookThatApp.

• You’ll need a Zoom Pro plan or higher account.

🔗 Connect a Zoom Account

1. In the app, go to Settings → Zoom.

2. Check the box labeled Zoom connection is disabled.

3. Follow the instructions displayed in the light blue section on the page to complete the connection.

⚠️ Note: Do not create a JWT app — this method is no longer supported as of September 8, 2023.

🗓 Create an Event

Creating an event is a two-step process:

1. Create a Virtual Location.

2. Configure a Product and associate it with that location.

🏠 Step 1: Create the Virtual Location

1. In the app, go to Settings → Locations.

2. Click Create Location.

 

3. Enter a name for your location. 

4. Enter an email address you would like associated with this location. This will allow you to include the location email as a recipient in emails that originate from the app. 

5. Enter a phone number if applicable.

6. Select the Virtual location checkbox.

7. Select the type of virtual event: meeting or webinar.

8. Select a User. The user will be the account associated with Zoom. 

9. Select the checkbox for the options that pertain to your virtual event.

10. Choose your recording option. 

11. Select Save.

Your location will now appear in the location list under the name you specified in the initial field. 

🛍 Step 2: Associate the Location with a Product

Next, create or edit a product in BookThatApp as usual.
When configuring the product, add your new virtual location in the Location field.

Need help configuring products? Check our detailed setup guides:
👉 Product Configuration Directory

🔁 Booking and Meeting Sync

1. Create a booking — either manually in the app or through your online store.

   ⚠️ If you create a booking manually, make sure to select your Virtual Location in the booking’s Location field.

2. After saving the booking, wait a few seconds, then refresh the page.

   • A Zoom meeting link will now appear at the bottom of the booking.

3. Access your Zoom account. 

4. Go to Personal → Meetings — you’ll see the new scheduled meeting listed there.

💡 If your product represents a recurring or scheduled event (like a class or tour), a new Zoom event is created only for the first booking.
All subsequent bookings are added to that same meeting.

✏️ Edit a Meeting

Need to change a meeting time?

• Open the booking in BookThatApp and update the date or time.

• After clicking Save, the Zoom meeting will automatically update to match.

If you delete a booking from BookThatApp, the corresponding Zoom meeting will also be deleted.

📧 Include Zoom Info in Emails/Tickets

Now that your Zoom meetings are syncing, you can include the meeting links in your customer emails and PDF tickets.

⚙️ You only need to modify the Booking Confirmation email — the Reminder templates already include this code by default.

Booking Confirmation Email Template

1. Select Settings-> Notifications in the app.

2. Select the New Booking Confirmation template.

3. Scroll to the following code in the template. 

<p>Date: {{ booking | format_dates: shop.settings }}.</p>

4. On the line after the above code add the following. With the following code if the booking includes a virtual location the meeting link will display. If the booking does contains a physical location a Google map of the location will display followed by the written address. 

{% if booking.location %}
<h3>Location</h3>

{% if booking.location.virtual %}
<a href="{{ booking.virtual_meeting_url }}" target="_blank">
 Join a meeting
</a><br>
{% else %}
<a href="{{ booking.location.address.map_address_url }}">
 <img src="{{ booking.location.address | bta_maps_img: 'zoom:16,size:225x150' }}">
 {{ booking.location.address.address_formatted }}
</a><br>
{% endif%}
{% endif %}

5. Select Save.

🎟 Ticket Template

1. Select Templates from the Settings section of the app.

2. Open the template named Ticket. 

3. Scroll to the following segment of code in the template. 

{% if booking.location %}
<p>Location:</p>
{{ booking.location.address.address_formatted }}

<img src="{{ booking.location.address | gmaps_img: 'zoom:16,size:420x350' | base64_img }}">
{% endif %}

4. Copy the code from below. 

{% if booking.location %}
<h3>Location</h3>

{% if booking.location.virtual %}
<a href="{{ booking.virtual_meeting_url }}" target="_blank">
 Join a meeting
</a><br>
{% else %}
<a href="{{ booking.location.address.map_address_url }}">
 <img src="{{ booking.location.address | bta_maps_img: 'zoom:16,size:225x150' }}">
 {{ booking.location.address.address_formatted }}
</a><br>
{% endif%}
{% endif %}

5. Return to the template and highlight the entire segment of code from step #3. 

6. Paste the code you copied from this guide over the segment of code you just highlighted. 

7. Select Save.

Note: the location information is only available in the BookThatApp email templates. It is not available in the Shopify Confirmation or Order Notification email templates.

🔌 Removing the Zoom Connection

To disconnect your Zoom account from BookThatApp:

1. In BTA Admin, go to Settings.

2. Click the Zoom section of the page.

3. Select Disable.

4. Click Save.