Summary
The following document provides steps for how to test the Zoom integration with Coaching.com. The content is designed for someone to walk through the steps of connecting a Zoom account, scheduling a meeting with using the Zoom meeting link, and also disconnecting the Zoom account from Coaching.com.
You can find a user guide located here: https://help.coaching.com/en/articles/234042-zoom-connected-accounts
How Coaching.com Works with Zoom
When you connect Coaching.com to your Zoom account, you will provide authorization allowing Coaching.com to create and update meetings based on sessions scheduled in Coaching.com. You will also provide authorization for Coaching.com to retrieve meeting summaries. After authorization is complete, you can set Zoom as a meeting location for your coaching profile. When using Zoom as an online meeting location, unique links will be created for each online session and added to the calendar invite sent to you and your clients.
Connect Coaching.com With Your Zoom Account
For the user to use Zoom meetings, the user first needs to Connect its Zoom account to Coaching.com
Scopes Required / Tested:
user:read:user (View a user): Used to get the Zoom user id, account id, and email.
Steps:
Login using the provided credentials with admin rights.
Click on ‘Coaching Management Software’ option
Click on ‘Settings’ option from the sidebar.
Click on ‘Calendar’ card.
Click on ‘Create new’ btn from ‘Default locations’ section
Click on ‘Connect your zoom account’ btn
Connect account and allow credentials
Expected result:
Zoom account should be connected to Coaching.com
Coaching.com should display Zoom meeting option under Default locations section.
Coaching.com should display email used for Zoom integration.
Scheduling Sessions with Zoom
Once Zoom account is connected we can use ‘Zoom meeting’ as the session location.
Scopes required/tested:
meeting:write:meeting (Create a meeting for a user): Used to create a meeting based on a scheduled session.
meeting:update:meeting (Update a meeting): Used to change the meeting in case it is rescheduled.
meeting:read:meeting: (View a meeting): Used to read the meeting information that was written during scheduling.
Precondition:
Session should already be scheduled. (Provided account already has scheduled sessions)
Zoom account must be connected.
Steps:
Login using the provided credentials with admin rights.
Click on ‘Coaching Management Software’ option.
Click on ‘Engagements’ option from the sidebar.
Click on the engagement.
Click on ‘Engagement Details’ tab.
Update session location by clicking on ‘Pencil’ icon on the ‘Session Details’ section.
Select ‘Zoom Meeting’ option and click ‘Save’ btn.
Expected result:
App should set Zoom meeting as a session meeting location.
App should display the Zoom link generated once the session is scheduled.
Zoom link generated should allow users to join.
Delete Session
Sessions can be deleted from an engagement.
Scopes Required Tested:
meeting:update:status (Update a meeting’s status): Used to change the status of a meeting before deleting the meeting.
meeting:delete:meeting (Delete a meeting): Used to delete a meeting if a session is cancelled.
Preconditions:
Engagement session should exist and have Zoom as meeting location
Steps:
From the engagement details page, click 3-dot btn.
Click on ‘Delete’ option
Click on ‘Delete’ btn from the confirmation modal.
Disconnect Zoom Account
Coaching.com allows users to disconnect Zoom accounts.
Scopes Required Tested: (N/A)
Preconditions:
User must have Zoom account connected.
Steps:
Login using the provided credentials with admin rights.
Click on ‘Coaching Management Software’ option.
Click on ‘Settings’ option from the sidebar.
Click on ‘Calendar’ card.
Click on ‘Trash’ icon from the ‘Zoom Meeting’ option
Expected results:
Coaching.com should not display ‘Zoom meeting’ option under ‘Default locations’ section.
Coaching.com should display a banner indicating ‘Session location has not been selected’ on scheduled sessions with Zoom meetings.