Setting up your Zoom integration in 10 minutes

This guide walks you through creating a Zoom app and connecting it to your Consult Now account so that meeting links are automatically generated when clients book sessions with you.

Before you start

You'll need:

A Zoom account (free or paid)
Admin access to your Zoom account
Your Consult Now account open in another tab

Part 1 — Create your Zoom app

Step 1: Open the Zoom App Marketplace - https://marketplace.zoom.us/

Go to marketplace.zoom.us and sign in with your Zoom account. Click Develop in the top right corner, then select Build app from the dropdown menu.

Step 2: Choose the app type

A dialog will appear asking what kind of app you're creating. Select Server to Server OAuth App and click Create.

💡 Server to Server OAuth is the correct type for Consult Now. It allows the platform to create meetings on your behalf without requiring you to log in each time.

Step 3: Name your app

Enter a name for the app. Something like Consult Now works well. Click Create to continue.

Step 4: Fill in the app information

You'll land on the Information tab. Complete the following fields:

App Name — already filled from the previous step
Short Description — Consult Now Zoom integration works fine
Company Name — your business or consultancy name
Developer Name — your name
Developer Email — your email address

Click Continue when done.

Step 5: Skip the Feature tab

You don't need to configure anything on the Feature tab. Click Continue to move to Scopes.

Step 6: Add the required scopes

Scopes control what the app is allowed to do inside your Zoom account. Click + Add Scopes and add the following two:

Scope	Description	Used For
meeting:write:meeting:admin	Create a meeting for a user	Creating Zoom meetings when bookings are made
meeting:write:invite_links:admin	Create invite links for a meeting	Generating participant invite links

💡 You can search for each scope by name in the search box. Tick both and confirm.

Step 7: Activate your app

Click Continue to reach the Activation tab. You'll see a message saying Your app is ready for activation. Click Activate your app.

The screen will update with a green tick and the message Your app is activated on the account. That's it — the app is live.

Part 2 — Copy your credentials

Now you need to grab the three credentials that Consult Now uses to talk to your Zoom account. Head back to the App Credentials tab (the first tab in the left sidebar).

You'll see three values:

Account ID	From App Credentials tab
Client ID	From App Credentials tab
Client Secret	From App Credentials tab

💡 Keep this tab open — you'll paste these values into Consult Now in the next step. Never share your Client Secret publicly or commit it to a code repository.

Part 3 — Connect Zoom in Consult Now

Step 1: Open Integrations

In your Consult Now dashboard, go to Settings in the left sidebar, then click Integrations. You'll see a Zoom API section.

Step 2: Paste your credentials

Enter the three values from the Zoom App Credentials tab:

Zoom Account ID
Zoom Client ID
Zoom Client Secret

Step 3: Save and verify

Click Save Changes. Consult Now will test the connection immediately. If everything is set up correctly you'll see a green Zoom API connected successfully message.

💡 If the connection fails, double-check that you activated the app in Step 7 above. Unactivated apps won't authenticate.

What happens next

Once connected, Consult Now will automatically create a Zoom meeting whenever a client books a session with you. Both you and your client will receive a unique meeting link in your confirmation emails.

You don't need to touch the Zoom App Marketplace again unless you want to modify the app's scopes or regenerate your Client Secret.

Troubleshooting

Connection fails after saving Check that the app status on the Zoom Marketplace is Active, not Inactive.

Meeting links aren't being generated Confirm both scopes were added and the app was activated before saving your credentials in Consult Now.

Invalid credentials error Regenerate your Client Secret in the Zoom App Marketplace and update it in Consult Now.

Need help? Reach out via your Consult Now dashboard.