To get started, ensure that your appointments are set up to be "Online appointments". These meetings will be secure and the link is only shared with you and the person that books your time. You can also have OfferingTree automatically create Zoom meetings when someone books a one-on-one appointment with you. Set up your appointments to automatically create Zoom meetings If this is an existing event and you are adding an automatic Zoom link, anyone who had already registered will receive an update email with the new Zoom link. The link includes the Zoom password and your users will not need to type in a password. Press Done and then save your scheduled offering, we will then create the Zoom meeting for your event and everyone that registers for the event will receive a secure link to your Zoom meeting. Your Zoom credentials are never stored on our platform and you can always deauthorize the OfferingTree app from your Zoom account. Once you give us your permission, your Zoom account will be linked to your OfferingTree account. ![]() The first time you do this, you will need to give us permission to create meetings on your Zoom account. ![]() You can check the box to let us know that you would like us to automatically set up your Zoom meeting. This will open up a screen that will allow you to set up your online event details. To learn more about the basics of setting up online classes and events, please take a look at this help article. ![]() To get started, you can choose to make your scheduled offering an "Online Event". These meetings will be secure and the link is only shared with you and the people that register for your offering (you do have the option of making the link public if you would prefer that). OfferingTree can automatically create Zoom meetings for your online classes and events by linking your Zoom account to OfferingTree. Setup online classes and events to automatically create Zoom meetings
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