Sales & money
Add video meeting links (Zoom, Teams, Google Meet)
Choose Zoom, Microsoft Teams, Google Meet or your own link, so video bookings and classes get a join link by themselves.
Before you start
- For Google Meet or Teams: your calendar is connected (Bookings & Sales → Connections).
- For Zoom: your owner has finished the Zoom set-up.
How it works
How it works, step by step
- Your customer → CompanyFlowHQ: Books a video appointment
- CompanyFlowHQ → Zoom, Teams or Google Meet: Asks your meeting app for a link
- Zoom, Teams or Google Meet → CompanyFlowHQ: Sends back the join link
- CompanyFlowHQ → Your customer: Link in the confirmation and reminder emails
- CompanyFlowHQ → You: Join meeting on the booking
The steps at a glance
Step 1 of 6
In the menu on the left, tap Integrations. On a phone, tap the ☰ menu button at the top first.
Scroll down to the Video meetings box.
Next to Zoom, tap Connect Zoom, sign in to Zoom and tap Allow.
Tap Use this next to Zoom, Microsoft Teams or Google Meet. It shows Your default.
Under Your own link, paste your personal meeting room and tap Save. It's used when your app can't make a link.
In Bookings & Sales, open Booking settings, set Location to Video and tap Save booking page.
✅ How do I know it worked?
- New video bookings show Join meeting in Bookings and on the lead's Book tab. The customer gets the link in their confirmation and reminder emails.
⚠️ Common mistakes
ProblemIt says “Zoom isn't set up yet.”FixThe owner needs to finish the Zoom set-up first. Use Your own link until then.
ProblemTeams says it needs a work or school account.FixPersonal Outlook.com accounts can't make Teams links. Use Google Meet or Your own link instead.
ProblemA booking shows Add a meeting link.FixYour app couldn't make a link. Tap Add a meeting link, paste one and tap Save.