Log Zoom Scheduler bookings directly on your client records in Bonsai. When someone books a meeting through your Zoom Scheduler link, Bonsai automatically finds or creates them as a Contact, links them to the right Company, and records the booking on their activity feed, including any reschedules or cancellations.
Connecting your Zoom account
To get started, sign in with Zoom or connect your Zoom account from within Bonsai. Zoom Scheduler access is included in the Zoom permissions you approve and there is no separate setup step for Scheduler specifically.
What happens when someone books a meeting
Once connected, every new booking through your Zoom Scheduler link triggers the following:
Bonsai looks for an existing Contact matching the invitee's email address.
If a match is found, Bonsai uses the existing Contact.
If no match is found, Bonsai creates a new Contact from the invitee's name and email.
The Contact is linked to a Company:
An existing Company if one matches.
A new Company if no match is found.
The booking, including its date and time, is logged on the Contact's activity feed.
Any answers the invitee provided in the booking form are also included
Scheduling an event or sharing a booking link from a Contact profile
You can schedule a meeting or share your Zoom Scheduler booking link directly from a Contact's profile without leaving Bonsai. Click the schedule option on the Contact and a booking modal will open, letting you set up the event from within the platform.
From the same modal, you can also send the booking link via email or copy it to share yourself, in both cases, the Contact's details are pre-filled automatically, so the invitee does not need to enter their information again.
Reschedules and cancellations
If the invitee moves the meeting, the activity feed shows it as rescheduled with the updated details. If the meeting is cancelled, the feed shows the cancellation along with the reason given, when one was provided.
Important:
Only bookings made after you connect your Zoom account appear in Bonsai. Bookings from before that date are not imported.
No payment data. If an invitee pays through Zoom Scheduler, Bonsai cannot see the payment or create income from it. This requires a change on Zoom's side and is not currently supported.
No Scheduler subscription. If you do not have a Zoom Scheduler subscription, there is currently no prompt or explanation shown in Bonsai.
All booking management (cancelling, rescheduling) takes place in Zoom.