Zoom

As well as being your one-stop shop for all client notes and storage, Bloom also comes integrated with Zoom - a powerful feature for your calendar. This integration lets you directly schedule client calls inside the Bloom calendar, keeping you organised and connected in one place.

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Prerequisites

Before you connect Zoom to Bloom, make sure you have:

• An active Bloom account (any paid plan).
• A Zoom account. Free accounts work for short sessions; longer sessions need a paid Zoom plan.
• Permission to authorise third-party apps on your Zoom account. Some practice-managed Zoom accounts restrict this - check with your Zoom admin if the authorisation screen blocks you.

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Adding the app

Zoom lets you make calls in a browser or through its dedicated application. To connect your account to Bloom, you’ll need to visit settings, then integrations: Step-by-step:

1. Sign in to Bloom and open Settings → Integrations.
2. Click Connect Zoom. You’ll be redirected to Zoom’s authorisation screen.
3. Sign in to Zoom (if you aren’t already) and review the requested permissions.
4. Click Allow to authorise Bloom.
5. You’ll be redirected back to the Bloom integrations page with a connection successful message.

On a successful connection, you’ll be redirected back to the Bloom integrations page and see a connection successful message appear.

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Installing from the Zoom App Marketplace

You can also add Bloom directly from the Zoom App Marketplace listing instead of starting inside Bloom. Both paths end in the same place and produce the same connection.

1. Sign in to your Zoom account at zoom.us.
2. Open the Bloom listing on the Zoom App Marketplace (search for “Bloom”).
3. Click Add.
4. Review the requested permissions and click Allow to authorise Bloom.
5. You’ll be redirected to Bloom. Sign in to your Bloom account if prompted, and you’ll land on the integrations page with a connection successful message.

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Permissions Bloom requests

When you authorise Bloom, Zoom will show you the scopes Bloom needs. We only ask for what’s required to schedule and manage your client calls: Bloom does not request access to your recordings, cloud storage, chat, or contacts.

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Practices with multiple seats

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Using the integration

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Scheduling a Zoom call

Use case: automatically attach a Zoom meeting to a new client appointment in Bloom. Prerequisites:

• Your Zoom account is connected (see Adding the app).
• You’re creating or editing an appointment in the Bloom calendar.

Using either the Create button or by double-clicking on the calendar, you’ll be prompted to the appointment scheduling menu. Once you’ve selected the session details and client, simply toggle the Zoom option to automatically schedule a call with Zoom: Upon completion, the calendar will automatically schedule your Zoom call and add the appointment. The meeting is created on your Zoom account with a waiting room enabled and recording disabled by default.

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Joining a Zoom call

Use case: open the Zoom meeting for a scheduled session, either as the host (you) or as the client. Prerequisites:

• A Bloom appointment exists with a Zoom call attached.
• For the therapist: your Zoom account is still connected to Bloom and you’re signed in to Bloom.
• For the client: they have the confirmation or reminder email containing the join link.

To join your calls, simply click the appointment you’re looking to join and use the Join Zoom button to join the call. Your client will receive a confirmation email when you schedule the appointment, which includes a button or link to join the session. Clients will also be reminded before their session that they have this appointment on Zoom.

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Waiting rooms

All clients will be admitted to the waiting room before the call starts. You’ll need to admit each client into the call for them to join. No client will be admitted directly into the call. When sessions are available to join, and the client attempts to join through their link received through email, they’ll be prompted to join the waiting room:

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Rescheduling a Zoom call

Use case: move a Zoom session to a new time without sending the client a fresh meeting link. Prerequisites:

• The appointment was originally created with a Zoom call attached.
• Your Zoom account is still connected to Bloom.

When you reschedule a Bloom appointment that has a Zoom call attached, Bloom updates the existing Zoom meeting in place. The join link stays the same, so any link already sent to your client continues to work.

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Cancelling a Zoom call

Use case: cancel a session and remove the associated Zoom meeting from your Zoom account. Prerequisites:

• The appointment was originally created with a Zoom call attached.
• Your Zoom account is still connected to Bloom.

Calls can be cancelled as easily as they were scheduled. On the calendar, select the appointment, and click Cancel. You’ll be given the chance to confirm this cancellation or not; proceeding will cancel the call. Cancellations will be removed from the calendar, the Zoom meeting will be deleted from your Zoom account, and the client will be notified via email.

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Removing the app

You can remove the Bloom + Zoom integration in two ways. Both have the same effect on your Bloom account; option two also removes Bloom from the list of installed apps inside Zoom.

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Option 1 - disconnect inside Bloom

1. Sign in to Bloom and open Settings → Integrations.
2. Find Zoom in the list and click Disconnect.
3. Confirm the prompt.

Once completed, your account is then successfully disconnected.

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Option 2 - uninstall via the Zoom App Marketplace

1. Sign in to your Zoom account at zoom.us.
2. Open the Zoom App Marketplace and click Manage → Added Apps (or search for “Bloom”).
3. Select the Bloom app.
4. Click Remove.

Zoom will notify Bloom that you’ve uninstalled, and Bloom will clear your stored Zoom credentials automatically.

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What happens to your data when you remove the app

When you disconnect Zoom from Bloom (either method above), Bloom does the following immediately:

• Revokes your Zoom access token with Zoom, so Bloom can no longer act on your behalf.
• Deletes your encrypted Zoom access and refresh tokens from Bloom’s database.
• Clears the connection record linking your Bloom account to your Zoom user id.

Bloom does not store recordings, chat transcripts, participant lists, or any other content from your Zoom meetings, so there is nothing else to delete on Bloom’s side.

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Implications of removal

Before you disconnect, please be aware that:

• Future appointments will no longer auto-create Zoom calls. The Zoom toggle in the appointment dialog will be unavailable until you reconnect.
• Already-scheduled Zoom calls remain in your Zoom account. Bloom keeps the join link and meeting ID stored against the appointment, so clients who already have the link can still join. If you also want those meetings cancelled, delete them in your Zoom account or cancel the matching appointments in Bloom before disconnecting (while Bloom still has access to remove them from Zoom).
• Rescheduling existing Zoom appointments in Bloom will no longer update Zoom. The Bloom appointment time will change, but the Zoom meeting on your account will keep its original time. We recommend reconnecting Zoom, or updating the Zoom meeting manually, in this case.
• You can reconnect at any time. Reconnecting issues a fresh authorisation; previously-created meetings are not re-linked but new appointments will work as normal.

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Troubleshooting

If your issue isn’t covered above, please contact support.

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FAQ

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Contact support

If you need help with the Zoom integration, the Bloom support team is happy to assist.

• Contact form: trybloom.co.uk/contact
• Email: hello@trybloom.co.uk
• Hours: Monday to Friday, 9am - 5pm UK time
• First response: within one working day

When contacting support about the Zoom integration, please include:

• The email address on your Bloom account.
• A description of what you were trying to do.
• Any error message that appeared, and a screenshot if possible.