Zoom Integration Instructions

  1. Installation
    1. Log into BoardSpot at app.boardspot.com/user/login.
    2. Once logged in, click on the "Zoom Integration" link near the bottom of the menu on the left side.
    3. Click on the "Connect your Zoom Account" button.
    4. Log into Zoom.
    5. Confirm that you would like to add the Zoom BoardSpot App by clicking on the "Allow" button.
    6. Your BoardSpot account is now linked with Zoom!
    7. Need help? Visit www.boardspot.com/support to get in touch.
  2. Usage
    1. Add a Zoom conference to a BoardSpot meeting.
      1. Edit any BoardSpot meeting (or add a new BoardSpot meeting).
      2. Scroll to the "Location" section.
      3. Click on either the "In Person + Remote" or "Remote" option.
      4. Click on the "Zoom" button in the pop up dialog.
      5. Click on the "Create a Zoom meeting for me" button.
      6. Choose from the Zoom accounts that have been authorized to use for setting up Zoom conference and click on the "Confirm" button.
      7. Click "Save" in the top right corner to save the meeting.
      8. A Zoom conference has been added to your BoardSpot meeting!
      9. Prerequisites
        1. Only Admins have access to create and edit meetings.
    2. Update a Zoom conference from a BoardSpot meeting
      1. Edit a BoardSpot meeting with am existing Zoom conference.
      2. Edit the meeting title, description, or date / time.
      3. Save the meeting.
      4. Your updated meeting details have been updated in Zoom!
        1. Prerequisites
          1. Only Admins have access to create and edit meetings.
    3. Delete a Zoom conference
      1. Remove a Zoom conference from a BoardSpot meeting.
        1. Edit a BoardSpot meeting with a Zoom conference.
        2. Scroll to the "Location" section and uncheck the "Remote" or "In Person + Remote" option. Click "Save" in the top right corner.
        3. Your Zoom conference has been removed!
      2. Or, Delete a Zoom conference by archiving a BoardSpot meeting.
        1. Click on the "..." menu when viewing a meeting.
        2. Choose "Remove" from the options to remove the archive the BoardSpot meeting.
        3. Click on the "Remove" button to confirm.
        4. Your BoardSpot meeting is now archived and Zoom conference removed.
  3. Uninstallation
    1. Click on the "Zoom Integration" link near the bottom of the menu on the left side.
    2. Click on the "Remove Zoom Account" button.
    3. Click on the "Confirm Removal" button to confirm.
    4. Your Zoom account has been removed from BoardSpot.