Connecting and Using Zoom | Planadar Help

Connecting and Using Zoom

Planadar's native Zoom integration lets you run virtual and hybrid events without leaving Planadar. Connect your own Zoom account once, and Planadar can automatically create a Zoom meeting for an event and check attendees in when they join.

Requirements: a Growth plan or higher, and your own Zoom account (Free or paid).

What it does

• Auto-create meetings — generate a Zoom meeting for a virtual or hybrid event in one click. The join link is shown to registered attendees and included in event emails.
• Automatic attendance — when an attendee joins the Zoom meeting, Planadar marks them checked in on the event's Attendance view.
• Your account, your meetings — meetings are created on your own connected Zoom account. Planadar never accesses recordings, chat, or contacts.

Add the integration (connect Zoom)

1. Open your event's Event Console and go to the Integrations tab.
2. On the Zoom card, click Connect Zoom.
3. You are taken to Zoom to sign in and authorize Planadar. Review the requested permissions and click Allow.
4. You are returned to Planadar and the Zoom card shows Connected with your Zoom account email.

You only connect once — the connection is reused across all of your events.

Use the integration

Create a Zoom meeting for an event

1. Make sure the event's type is Virtual or Hybrid (Event Console → Setup).
2. On the Integrations tab, in the Zoom Meeting card, click Create Zoom Meeting.
3. Planadar creates the meeting on your Zoom account and displays the Join link and Meeting ID. The join link is automatically added to the event so registered attendees can see it.
4. Use Copy link to share it, or Remove to delete the meeting from the event.

Tip: leaving the Virtual Meeting Link blank while creating an event is fine — connect Zoom afterward and the link is filled in automatically.

Attendance

When an attendee joins the Zoom meeting (or clicks Join Virtual Event on the event page), Planadar automatically marks them checked in. Live attendance appears under Event Console → Event Day → Check-in.

Remove the integration

You can remove Planadar's access to your Zoom account in two ways. Both immediately stop Planadar from creating or reading anything on your Zoom account.

From Planadar (disconnect)

1. Go to Event Console → Integrations → Zoom.
2. Click Disconnect.
3. Planadar revokes its access token with Zoom and deletes your stored Zoom connection.

From Zoom (uninstall)

1. Sign in to the Zoom App Marketplace at marketplace.zoom.us and open Manage → Added Apps (or Settings → Installed Apps).
2. Find Planadar and click Remove.
3. Zoom notifies Planadar, which then deletes all data associated with your Zoom account — connection tokens and any stored meeting references — and confirms the removal back to Zoom.

Data and privacy

• What is stored: your Zoom account's user id and email, the id and join URL of meetings Planadar created for your events, and the OAuth tokens needed to act on your behalf.
• Tokens are encrypted at rest (AES-256-GCM). The encryption key lives only in Planadar's server environment, never in the database.
• What is never accessed: recordings, chat messages, or your Zoom contacts.
• Deletion: removing the app by either method above deletes all of the above.

Troubleshooting

• "Create Zoom Meeting" is not showing — the event must be Virtual or Hybrid. Change the event type under Setup.
• Reconnect needed — if you changed your Zoom password or revoked access on Zoom's side, click Connect Zoom again to re-authorize.
• Attendance not updating — attendees should join with the same email they registered with for automatic check-in; they can also use Join Virtual Event on the event page.