Coachability Portal

Zoom Integration Guide

The Coachability Portal connects to Zoom so that every coaching session booked through a Coachability booking page automatically gets a Zoom meeting and join link. This guide explains how to add the integration, how it is used, and how to remove it.

What the integration does

• Creates a Zoom meeting for each coaching session booked through your Coachability booking page.
• Shares the Zoom join link with the client in the booking confirmation and session reminders.
• Identifies your connected Zoom account (name and email) so the portal shows which account is linked.

The integration runs entirely server-side. Your Zoom sign-in happens on Zoom's own pages; the portal never sees your Zoom password, and Zoom access tokens are stored encrypted on our servers and are never exposed in the browser.

Adding the app (connecting Zoom)

1. Sign in to the Coachability Portal at www.coachability.us/portal with your coach account.
2. Open Settings from the account menu (top-right avatar).
3. Under Integrations, click Connect Zoom.
4. You are redirected to zoom.us. Sign in to your Zoom account if asked, review the requested permissions, and click Allow.
5. You are returned to the portal. Your Zoom account now shows as connected, and new bookings will include Zoom meeting links automatically.

Using the integration

No day-to-day action is needed. When a client books a session on your booking page (for example a Coachability booking page), the portal creates the Zoom meeting on your connected account and delivers the join link to the client in their confirmation email and reminders. The session in your portal calendar carries the same link.

Removing the app (disconnecting Zoom)

You can disconnect at any time, in either of two ways:

• From the portal: Settings > Integrations > Disconnect Zoom. This deletes the stored Zoom tokens immediately.
• From Zoom: sign in to the Zoom App Marketplace, open Manage > Added Apps, find Coachability Portal and click Remove.

After disconnecting, previously scheduled meetings remain on your Zoom account, but the portal can no longer create meetings for new bookings until you reconnect.

Data & permissions

• Profile (read): your Zoom name and email, used to label the connected account.
• Meetings (write): used only to create meetings for sessions booked through Coachability.

Details of how we handle personal data are in our Privacy Policy and Terms & Conditions.

Support

Questions or trouble connecting? Contact us at [email protected] or via our contact page. We reply within one business day.