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Register paying customers for Zoom

Updated

Register paying customers for Zoom (0:36)

With Zoom connected, every customer who pays on your form is registered for your Zoom meeting or webinar, and Zoom sends them their joining link. You set this up once in Zoom, once in BCL, and then on each form.

You need a Zoom account that can create apps in the Zoom App Marketplace.

  1. Sign in at marketplace.zoom.us and click Develop → Build App.

  2. Choose Server to Server OAuth App and click Create. Give the app a name.

    Zoom app type dialog with Server to Server OAuth App selected

  3. On App Credentials, copy the Account ID, Client ID and Client Secret, then click Continue.

  4. Fill in the required Information and click Continue.

  5. On Scopes, click Add Scopes and add these six scopes:

    • meeting:read:list_meetings:admin
    • meeting:write:registrant:admin
    • meeting:write:batch_registrants:admin
    • webinar:read:list_webinars:admin
    • webinar:write:registrant:admin
    • webinar:write:batch_registrants:admin

    Zoom Scopes page with the meeting and webinar scopes added

  6. Click Continue, then activate the app.

Keep the three credentials from Zoom to hand.

  1. Go to Platform Setup → Integrations. On the Zoom card, click Connect (Manage once it is set up).

    The Platform Setup menu in the BCL sidebar, with Integrations highlighted

    The Zoom card on the Integrations page with the Connect button highlighted

  2. In the panel, turn on Enable Zoom integration.

  3. Paste the Account ID, Client ID and Client Secret.

    The Account ID, Client ID and Client Secret fields highlighted

  4. Click Save Zoom.

    The Save Zoom button highlighted at the bottom of the panel

In Zoom, schedule the meeting or webinar with Registration ticked as Required. Zoom only accepts registrations for events that require registration.

  1. Go to Payments → Forms and click Edit on the form.

    The Edit button on a payment form in the forms list

  2. Click Advanced, then open the Zoom Integration tab.

    The form’s Advanced tab highlighted

  3. Turn on Enable Zoom Integration. BCL then makes email required on the form, because Zoom registers each customer by email.

    The Zoom Integration tab with the Enable Zoom Integration switch highlighted

  4. Choose the Zoom Event Type: Meeting or Webinar.

  5. Pick the event under Select Meeting or Select Webinar. If a new event is missing, click the refresh button at the start of the field.

    The Zoom Event Type and Select Meeting fields highlighted

  6. Click Save Advanced Settings.

    The Save Advanced Settings button highlighted

Event forms have the same Zoom Integration tab under Advanced.

For a free webinar or class, give the item or ticket a price of RM 0. A free order is saved as successful straight away, so BCL registers the customer in Zoom just as it does after a payment. The customer skips the payment step when the whole order comes to RM 0.

  1. Add a free item or ticket:
    • On a payment form, set Price Setting to Multiple Items, then under List of Items click Add Item and enter 0 in Amount (RM). Single Amount needs at least RM 1. See Create your first payment form.
    • On an event form, under Event Tickets → Ticket Items, click Add Ticket Type and enter 0 in Price (RM). See Add ticket types to an event.
  2. Set up the Zoom Integration tab on that form as above.

Common issues

My meeting does not appear in the Select Meeting list. Why?

Check that the meeting has Registration set to Required in Zoom, then click the refresh button next to Select Meeting. Also check your Zoom app has the meeting scopes and is activated.

Can I run a free Zoom webinar sign-up without payment?

Yes. Use a payment form or an event form with a free item or ticket at RM 0, and set up Zoom on it. Customers sign up without paying, and Zoom emails them the joining link. A lead form only collects names; it does not register anyone in Zoom.

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