Meeting Links

Daylite integrates with Zoom to streamline the process of scheduling and joining video calls. When creating a meeting in Daylite, you can generate a Zoom link directly from the appointment. This link is automatically added to the meeting and shared with attendees—both internal and external—through calendar invites and emails. Once the meeting is scheduled, joining is as simple as clicking the link from your Daylite calendar or the appointment details.

Adding Zoom to Your Daylite Account

Before you can add meeting links to appointments, you need to connect your Zoom account to Daylite.

1. Go to Daylite > Settings > Account in the Daylite menu.

2. Click the Manage Conferencing... button.

3. Daylite will load your account's Conferencing settings in your default browser. Click the Add button beside Zoom.

4. You will be asked to login to your Zoom account, if you are not already logged in.

5. Connect Daylite to your Zoom account by clicking the Allow button.

6. You will be returned to your accounts' Conferencing settings and Zoom will display as configured.

Daylite is now connected to your Zoom account, allowing you to create Zoom video conferencing links when scheduling meetings.

Add a Zoom Link to a Daylite Meeting

Once Zoom is configured, you can add a meeting link directly from any appointment in Daylite.

1. Create a new or edit an existing Daylite appointment.

2. Click the Meeting Link dropdown.

3. Select Zoom to add a meeting link.

4. A placeholder will appear in the appointment details, once the appointment is saved the meeting link will be created.

5. Since the meeting link is generated by Daylite's cloud a sync is required for the Zoom link to appear in the meeting details.

   

Joining a Zoom Meeting From a Daylite Appointment

There are two ways to join the Zoom meeting from Daylite.

The first option is to click the Join button on your appointment in the Daylite calendar.

The second option is to click the Join button from the appointment details card.

Remove a Zoom Link from a Daylite Meeting

If a meeting no longer needs a Zoom link, you can remove it directly from the appointment in Daylite.

1. Open the appointment in Daylite.

2. Click the Meeting Link dropdown.

3. Select Remove.

   
4. Save the appointment.

After syncing, the Zoom meeting link will be deleted from your Zoom account.

Remove Zoom From Your Daylite Account

You can disconnect Zoom from Daylite at any time. This will remove Daylite’s ability to create meeting links for Zoom.

To remove Zoom from your Daylite account:

1. Go to Daylite > Settings > Account in the Daylite menu.

2. Click the Manage Conferencing... button.

3. Daylite will load your account's Conferencing settings in your default browser. Open the configuration dropdown menu beside Zoom and click Delete.

4. You will be asked to confirm your decision to delete Zoom, to proceed click the Delete button.

To remove Daylite from your Zoom account:

1. Log in to your Zoom account and navigate to the Zoom App Marketplace.

2. Click Manage → Added Apps, or search for the “Daylite” app.

3. Select the Daylite app.

4. Click Remove.

Either approach will immediately remove Zoom from your Daylite account and Daylite will no longer be able to create Zoom meeting links or access your Zoom account. Existing meeting links will remain active and continue to work as long as your Zoom account remains active and the corresponding meetings are not deleted from your Zoom account.

Troubleshooting

It is possible for Daylite to be unable to generate Zoom meeting links and will notify you via-Push Notification if there a problem. If you receive a Push Notification informing you of an issue generating a Zoom meeting link follow these steps to resolve the issue:

1. Click the Push Notification alert.

2. Daylite will present the alert in the Notifications popover. Click the More... button of the alert to be presented with the details of the appointment affected by the error.

3. In the Zoom meeting link info box details about the error will be presented. First attempt to resolve the issue by clicking Retry in the meeting link dropdown menu.

4. If the error persists, you will receive an additional Push Notification indicating an error. In this case click Reconfigure... in the meeting link dropdown menu.

5. Daylite will load your account's Conferencing settings in your default browser. Follow the instructions to resolve the issue.

If you continue to experience issues with meeting links please contact our support team at [email protected].