Zoom Integration for Virtual Sessions

Documentation Index

Fetch the complete documentation index at: https://help.pawgress.ca/llms.txt

Use this file to discover all available pages before exploring further.

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What is the Zoom Integration?

Pawgress’s Zoom integration allows you to automatically create and manage Zoom meetings for your virtual training sessions. When you schedule a virtual session in Pawgress, a Zoom meeting is created automatically, and the meeting details are shared with your client. This streamlines the process of conducting online training sessions.

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Setting Up Zoom Integration

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Step 1: Navigate to the Integrations Page

From your dashboard, click on “Integrations” in the main navigation menu. This will take you to the integrations overview page.

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Step 2: Connect Zoom

On the Integrations page:

1. Find the Zoom section
2. Click the “Connect Zoom” button
3. You’ll be redirected to Zoom’s authentication page
4. Log in to your Zoom account if prompted
5. Grant Pawgress permission to access your Zoom account
6. You’ll be redirected back to Pawgress once the connection is successful

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Step 3: Verify Connection

After redirecting back to Pawgress, you should see your Zoom account displayed as connected:

• The status will change to “Connected”
• Your Zoom account email will be displayed
• A delete button will appear in case you want to remove the integration later

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Creating a Virtual Training Session

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Step 1: Navigate to Sessions

From your dashboard, click on “Sessions” in the main navigation menu to access the sessions page.

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Step 2: Schedule a New Session

Click the “Schedule Session” button to open the scheduling dialog.

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Step 3: Fill in Session Details

In the session creation form:

1. Select a training package
2. Choose a client
3. Select a pet
4. Set the date, start time, and end time
5. Enter a location (this can be “Virtual” or similar for online sessions)
6. Toggle the “Virtual Session” switch to ON
7. Add any notes about the session (optional)

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Step 4: Create the Session

Click “Schedule Session” to create the session and generate a Zoom meeting.

• Pawgress will create a Zoom meeting with the date and time you specified
• The meeting details (link, meeting ID, passcode) will be stored in Pawgress
• Both you and your client will be able to access the meeting details from the session card

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Managing Virtual Sessions

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Accessing the Zoom Meeting

To access the meeting as a trainer:

1. Go to the Sessions page
2. Find the virtual session in your upcoming sessions
3. Click on the session card to expand details
4. Click the “Join Zoom Meeting” button

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Confirming Created Zoom Meetings

You can verify that the meeting was created in your Zoom account:

1. Log in to your Zoom account at zoom.us
2. Go to the “Meetings” section
3. Find the meeting created by Pawgress in your scheduled meetings list

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Troubleshooting

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Zoom Integration Not Working

If you’re having trouble with the Zoom integration:

• Go to the Integrations page and check if Zoom is properly connected
• Try disconnecting and reconnecting your Zoom account
• Make sure your Zoom account is active and not in a free trial that has expired

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Meeting Not Created

If a Zoom meeting isn’t created when scheduling a virtual session:

• Verify that you toggled the “Virtual Session” switch to ON
• Check that your Zoom integration is still connected in the Integrations page
• Ensure your Zoom account has sufficient meeting credits (if using a paid account)

For any persistent issues, please contact our support team at support@pawgress.ca.