Zoom integration

What the integration does

Before you connect

• An active Superpractice user account.
• A Zoom account you are allowed to connect.
• Pop-ups from app.superpractice.com allowed while you sign in.
• For a team, every person who hosts Zoom meetings connects their own Zoom account.

For meeting notes you also need:

• A paid Zoom plan with cloud recording.
• For speaker names in the notes, Zoom's audio transcript turned on. In the Zoom web portal, open Settings, then Recording, and under Cloud recording turn on Create audio transcript. Without it, notes still arrive, with speakers shown as Speaker 1, Speaker 2, and so on.

Connect Zoom

1. Sign in to Superpractice.
2. Open Settings, then choose Integrations.
3. Find Zoom and select Connect.
4. Sign in to the Zoom account that hosts your meetings. Zoom's screen names Composio, the partner that handles the Zoom sign-in for Superpractice.
5. Review the permissions and select Allow. See Which permissions to allow.
6. Zoom returns you to Superpractice. The Zoom card shows Connected with your Zoom email.

If your Zoom administrator must approve apps first, ask them to approve the app, then connect again.

Which permissions to allow

Zoom lists the permissions Superpractice needs at the top, already ticked. They let Superpractice:

• create, update, and view your meetings
• see your Zoom name and email
• read a meeting's recordings, for meeting notes

Below them Zoom lists Optional permissions (webinars, registrants, contacts, archives, and more). Superpractice doesn't use any of them. Leave them unticked.

Leave Allow this app to use my shared access permissions unticked too. It would let the app act for other Zoom users who have shared their scheduling with you, and Superpractice only works with your own meetings.

Create Zoom meetings from bookings

1. Open Booking and create or edit an event type.
2. Choose Zoom as the location.
3. Pick a host whose Zoom card shows Connected, then save the event type.
4. When a client books, Superpractice creates a unique Zoom meeting and adds its join link everywhere the booking goes.
5. Rescheduling moves the same Zoom meeting.
6. Cancelling removes the link from the booking, the invite, and the emails. The unused meeting stays on your Zoom account, where you can delete it.

Meeting notes from Zoom recordings

When your firm has the Meeting Agent on with transcription, each Zoom booking meeting is created with cloud recording on. Zoom tells everyone in the meeting that it is being recorded.

After the meeting:

1. Superpractice looks for the recording 10 minutes after the scheduled end, then a few more times over the next 24 hours while Zoom finishes processing.
2. When the recording is ready, Superpractice reads the transcript. It uses Zoom's own transcript when audio transcript is on, and otherwise transcribes the audio.
3. The meeting's summary, transcript, and follow-up report appear in Booking → Meeting Agent, usually 10 to 30 minutes after the call. Long meetings take longer.

If no recording arrives within 24 hours, the meeting shows as not recorded.

The Meeting Agent doesn't join Zoom calls connected this way, so there is nothing to admit from the waiting room. Private calendar events and personal plans are never read.

Recording and transcription must be used in line with the meeting notice, consent, professional-responsibility, and privacy rules that apply to your firm and participants.

Multi-user firms

Zoom connections are per Superpractice user, not shared across the firm. Every host connects their own Zoom account from their own Settings page. A firm owner or administrator can't connect someone else's Zoom account for them.

When an event type uses a single host, choose a connected host. For round-robin or collective scheduling, connect Zoom for every eligible host. A booking assigned to a host without Zoom falls back to the room from their calendar (Google Meet or Teams) instead of failing.

Remove the integration

From Superpractice

1. Open Settings → Integrations.
2. Find the connected Zoom card.
3. Select the disconnect icon and confirm Disconnect Zoom.
4. Superpractice removes its access to your Zoom account and deletes the connection.

From Zoom

1. Sign in to the Zoom App Marketplace.
2. Open Manage → Added Apps.
3. Find Composio and select Remove.

The next time Superpractice uses the connection, the Zoom card shows Reconnect.

After removal, new bookings you host get no Zoom meeting and no meeting notes. Existing event types stay as they are. Pick a different location or connect Zoom again before taking more Zoom bookings.

What happens to data after removal

• Superpractice never stores your Zoom passwords or sign-in tokens. The sign-in is held by the sign-in partner and is removed when you disconnect.
• Your Zoom user identifier and Zoom email are deleted from the connection.
• Zoom meetings and cloud recordings stay on your Zoom account under Zoom's own retention.
• Bookings, contacts, transcripts, and reports already in Superpractice are not deleted, because they are part of the firm's workspace.

To request deletion of retained Superpractice workspace data, contact support@superpractice.com. See the data retention and AI privacy guide for details.

Troubleshooting

Coming soon. The Superpractice Zoom app lets the Meeting Agent join your Zoom calls live.

Still stuck? Visit Superpractice support for contact options and response times.