Knowledge Base
Knowledge Base
Signing Up & Subscription
How to Sign Up for CoachVantageHow to Upgrade Your Subscription or Change to Annual BillingHow to Cancel Your SubscriptionHow to Confirm Your Subscription to a Paid Plan
Getting Started
How to Login to Your AccountYour DashboardYour Profile SettingsYour Branding on CoachVantageAppointment and Calendar SettingsManage your Availability Type SettingsConnecting Your External CalendarConnecting to ZoomConnecting to Payment GatewaysInvoice & Payment Settings
Contacts
Contacts Page OverviewAdding ContactsExporting ContactsArchiving ContactsTagging ContactsInviting Contacts To Create A Client Portal Account
Individual Contact Record Page
Contracts on Individual Contact Record PageInvoices on Individual Contact Record PageForms on Individual Contact Record PagePrograms on Individual Contact Record PageNotes on Individual Contact Record PageFiles on Individual Contact Record PageIndividual Contact Record PageSessions on Individual Contact Record PageProfile on Individual Contact Record Page
Calendar
Calendar Page OverviewHow to Create a New Appointment with Your Clients
Scheduling (Events)
Scheduling Feature OverviewHow to Create an EventWhat do the ‘Cancel’ and ‘Reschedule’ booking pages look like?How to Embed an Event Booking Page on your WebsiteWhat does my Event Booking Page look like?'View Event Bookings' Page Overview
Coaching Programs
Coaching Programs Feature OverviewHow to Create a Coaching Program (Standard Program)How to Set Up Payment Options for your Coaching ProgramsWhat does my Coaching Program Sign-up Page Look Like?Program Enrollments Page OverviewHow to Embed your Coaching Program Sign-up Page to your Website
Managing Coaching Programs with your Clients
Notes
How to use the Notepad Widget for Taking Session NotesHow to Take Session Notes and Share with Clients How to Easily Embed Videos in the Note Editor
Forms
Forms Page OverviewHow to Create a FormHow to Send a FormHow to View Form ResponsesWhat is an Active Form
Contracts
Contracts Feature OverviewHow to Send ContractsHow Clients E-sign ContractsHow Clients can E-sign Contracts When Enrolling to Your Coaching Program
Resource Library
Resource Library - Files & TemplatesHow to Share Files with Clients
Invoices
Invoice Feature OverviewHow to Create One-off Invoices and Recurring InvoicesArchiving InvoicesCreating Invoices without Stripe or PayPal Integration
Coaching Log
Coaching Logs OverviewHow to Enable Automatic Logging of Coaching Time in Your Coaching LogHow to Include, Remove or Edit Coaching Time in Your Coaching Log
Client Portal (Getting Started for Coachees)
Signing up for a Client PortalClient Portal DashboardHow to Sign Up to a Coaching Program in the Client PortalHow to Book Sessions (Appointments) with your CoachHow to Pay Invoices in the Client PortalHow to Manage Coaching AssignmentsHow to Manage Coaching GoalsHow to Respond to FormsHow to use the Resource Library in the Client PortalHow to Take Notes in the Client PortalHow to Access Coaching Program ResourcesHow to View your Coach's Profile in the Client PortalHow to Access My Coaching Programs in the Client PortalHow to E-sign a Contract in the Client Portal

Connecting to Zoom

Connecting your Zoom account to CoachVantage is easy and makes your online (or virtual) meetings with clients seamless and convenient.

After you've connected your Zoom account to CoachVantage, whenever you select 'Zoom' as the meeting location, a unique Zoom meeting URL will be automatically generated for each and every meeting.

The Zoom meeting URL is contained in the email notifications that we send to you and your clients. It is also displayed on your CoachVantage account and on the Client Portal and is clickable so you / your clients can simply click on the link to open the Zoom application. No more searching through your inbox to find the meeting details!

NOTE: You must have your own Zoom account created before you can connect it to CoachVantage.

Steps to connect to Zoom

To connect Zoom to your CoachVantage account, click on your name on the top right corner of the menu bar and select 'My Settings'. Then, click the 'Integrations' tab to get to the integrations page.

You will see the 'Connect With Zoom' button.

IMPORTANT: It is a pre-requisite that you must first connect your external calendar to CoachVantage before you can connect your Zoom account. If you have not connected your calendar, the 'Connect With Zoom' button will be in a disabled state and will prompt you to connect your calendar first.

1. After you have connected your external calendar, click the 'Connect With Zoom' button:

2. You will be redirected to the page as shown below. Click the 'Authorize access' button:

3. You will be redirected to the Zoom sign in page as shown below. Enter your Zoom credentials (email and password), then click 'Sign In'.

4. You will be redirected to the page as shown below to confirm your authorization to allow Cronofy to connect to your Zoom account. Note: we use Cronofy as a third party API provider to enable the integration to Zoom.

Check that your zoom account email is correct, then check the box and click the 'Allow' button as shown below:

5. You will be returned to your CoachVantage account where you should now see your Zoom account is connected:

Your Zoom account is now integrated to CoachVantage!

Steps to Disconnect Zoom

To disconnect your Zoom account from CoachVantage, simply click on the 'Disconnect Zoom' button. Your Zoom account will no longer be integrated to CoachVantage.

ATTENTION:

After you disconnect Zoom from CoachVantage, we will not be able to automatically generate the Zoom meeting URLs for your meetings.

Your action is therefore required to ensure that you change the meeting location for any Events and Programs where you may have selected 'Zoom' as the meeting location. You can change the meeting location by going to the settings for each of your Events and Programs and changing the location to something other than 'Zoom'.

Failure to do so will result in your prospects / clients not being able to sign up for your events and programs, as we will not be able to generate the Zoom meeting URL once you disconnect Zoom.

Do also note that if you disconnect your external calendar from CoachVantage, your Zoom connection will be automatically disconnected as well. This is because it is a pre-requisite for your external calendar to be connected in order for you to connect your Zoom account.

How integration with Zoom works with CoachVantage

Once you have connected to Zoom and whenever you select 'Zoom' as the meeting location, your clients will automatically receive an email notification containing the appointment details and the Zoom meeting URL.

Each and every meeting that you set up in CoachVantage will automatically generate a unique Zoom meeting URL.

The appointment will also be automatically synced and saved to your Zoom account. Hence you will be able to find the appointment details in your personal Zoom account as well. Click on the 'Meetings' menu in your Zoom account to see the meetings, as shown in the image below:

The Zoom meeting link will also be displayed on the appointment details in your CoachVantage account and on the Client Portal as well. It's a clickable link so all you need to do is click on the link to open your Zoom application and start your virtual coaching session!

 

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