Video appointments with Zoom
Create a unique Zoom meeting for each video appointment. Keep your calendar, guest links, and booking changes together.
Before you connect
You need a GoForms business account, a Zoom account, and Google Calendar or Microsoft Outlook connected for availability and calendar invitations. GoForms handles booking emails, reminders, and customer replies. Your Zoom plan’s meeting duration limits and your organization’s app policies apply. Availability to external Zoom accounts depends on Zoom’s approval of the GoForms app.
Connect your account
- Sign in to GoForms and open Connections.
- Under Zoom video meetings, choose Connect Zoom.
- Sign in to the Zoom account that should host appointments. Review and allow the profile and meeting creation, update, and deletion permissions. Shared-access permissions are not needed.
- Return to GoForms and check the connected email. Check connection verifies access to the account.
- Open Forms, edit a booking form, choose Zoom Video Call as its meeting location, and save your changes.
New to GoForms? Explore GoForms and create an account.
Book, reschedule, and cancel
When someone books a Zoom appointment, GoForms creates a meeting and includes its guest join link in the calendar invitation, confirmation email, reminders, and Appointment Hub. Connected Slack alerts also include the link. Rescheduling changes the same meeting’s time. Cancelling the appointment deletes the Zoom meeting. Address-based services do not create video meetings.
Zoom supplies video conferencing. Your connected Google or Outlook calendar supplies availability and calendar events. GoForms does not request Zoom recordings, transcripts, or participant attendance reports.
Disconnect or remove GoForms
In GoForms, open Connections → Zoom → Disconnect Zoom. This revokes the authorization and removes stored Zoom credentials and associated Zoom meeting-link data. You can also sign in to Zoom App Marketplace, open Manage → Added Apps → GoForms, and choose Remove.
Disconnecting does not cancel appointments or delete existing meetings in Zoom. Manage those meetings in Zoom after disconnecting. Links already delivered in email or calendar invitations cannot be recalled. Other GoForms booking and customer records remain subject to our privacy policy. Reconnect before accepting new Zoom bookings; review existing appointments and their video links after changing accounts.
Troubleshooting
- Cannot authorize: check that you selected the correct Zoom account. Your organization may require administrator approval. During testing, Zoom can restrict the app to approved accounts.
- Connection expired: choose Reconnect Zoom, authorize the same host account, and check the connected email.
- No video link: confirm that the form uses Zoom Video Call and both Zoom and your calendar are connected. Contact support if an existing booking has no link.
- Disconnect fails: remove GoForms through Zoom Marketplace and contact support if the dashboard still shows a connection.
Test the integration
Use test customer details and a future available time. First-time users can start a 45-day free trial or sign in.
- Connect your Google or Microsoft calendar, then connect Zoom in Connections. Confirm the displayed Zoom host email. This uses the profile permission to identify the host.
- Create a discovery-call form, choose Zoom Video Call as the meeting location, review its automation settings and publish. Open the form’s public link.
- Book an available future time with a test email. Check that the Appointment Hub, calendar event and confirmation contain the same Zoom guest link. This tests meeting creation.
- Reschedule in the Appointment Hub. Verify the same Zoom meeting and calendar event move to the new time. This tests meeting updates.
- Cancel the test through the Appointment Hub. Verify its cancelled status and removal of the Zoom meeting and calendar event. This tests meeting deletion.
- Disconnect Zoom in Connections, confirm that it shows disconnected, then reconnect. To test provider-initiated removal, remove GoForms in Zoom Marketplace → Manage → Added Apps and check Connections again. Reconnect before accepting any new bookings.
Production app installation remains subject to Zoom approval and account administrator policies. If a reviewer cannot finish any step, contact the support address below; do not use real customer bookings for these tests.
Get help
Email michael@goforms.io or use the Support Desk in GoForms. Include the action you tried, approximate time, and any error message. Do not send passwords, authentication codes, API secrets, or private meeting links.
Support availability: 7 days a week for subscriber accounts
Support channels: Subscriber support requests are handled 7 days a week by email and in the dashboard support desk.
GoForms support