Life Style Plan - Zoom Setup

Overview

 

The Life Style Plan - Zoom integration enables Trusted Advisors to easily schedule and manage online meetings with their clients right from the Life Style Plan Advisor Portal.

 

When the Zoom meeting is scheduled, an invitation is automatically sent to client’s email address on file to allow everyone to join quickly.

 

Prerequisites 

  • Life Style Plan Advisor Account

  • Zoom Account

 

Installation and Configuration

  1. Log in to Life Style Plan Advisor Account and navigate to Advisor Profile page (click on the profile icon). 
     

  2. Under the Zoom section of the profile, click on Connect Account button.
     

  3. Enter Zoom Login Credentials and Authorize use within Life Style Plan.
     

  4. Continue to use Zoom within Life Style Plan.

 

Using Zoom for Life Style Plan

  1. Open a client’s profile and navigate to the To Do List tab.
     

  2. Click on the Add To Do + icon.
     

  3. Select the Create Video Meeting option.
     

  4. Select Zoom as the Video Platform.
     

  5. A Zoom Meeting Number will be created.
     

  6. Click on Start Meeting and Invite button. An invitation will be sent to the client’s profile email address, and a Zoom session will begin.
     

Uninstalling the Life Style Plan App from Zoom

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

  2. Click on Manage > Installed Apps, or search for the Life Style Plan app.
     

  3. Select the Life Style Plan app.
     

  4. Click on Uninstall.

 

More Information
 

For more information or additional questions, please reach us at info@lifestyleplan.com. We will respond within 24 hours to help when any need arises.