Integrate Zoom

Go to your OTMS calendar

• From your OTMS dashboard, click Calendars.

• Click Calendar Settings and open the calendar you want to edit.

Open Connections

• Inside the calendar, click the Connections tab at the top.

• Click Video Conferencing.

Add your video conferencing platform

• Click Add New Connection.

• Choose Zoom (or Google Meet / Microsoft Teams).

Authorize the connection

• If prompted, log into your Zoom (or other) account.eamo+1

• Click Allow or Authorize to give OTMS permission, then you will be brought back to OTMS with the platform connected.calendly+1

Set your meeting location (important)

• Click the Preferences tab in your calendar.

• Under Meeting location, select the platform you just connected (Zoom / Google Meet / Microsoft Teams).

• If you only do phone or in‑person appointments, choose Phone or Address instead and you can skip the video connection.

Save your preferences

• Click Save.

• From now on, when someone books on this calendar, OTMS will automatically create a unique meeting link and add it to both your event and your client’s event and email confirmations.calendly+1

Note about using more than one platform

• Each calendar can only use one video conferencing platform at a time for automatic links.

• Choose the one you actually use most with your clients.