Zoom Guide
Linking Zoom Account
Step 1 - Navigate to https://client.surewillwriter.com and enter your login details and press login.
Step 2 - Navigate to your user settings by clicking your name in the top right, and clicking the user settings link.
Step 3 - Click “3rd Party Integrations” from the menu on the left hand side of the page.
Step 4 - Press the Link Account button for the Zoom option.
Step 5 - You will be redirected to a page on Zoom where you will need to login with a Zoom account.
Step 6 - You will then be redirected back to SureWillWriter and should see a message saying your Zoom account has been linked.
Unlinking Zoom Account
Step 1 - From the User Settings page (see above), press the red Unlink Account button
Step 2 - You should then see a confirmation message saying your account has been unlinked.
Creating meetings with Zoom
Step 1 - Navigate to the case you would like to create a Zoom account for.
Step 2 - Click Appointments from the left hand side menu.
Step 3 - Click schedule an appointment
Step 4 - Fill in the details of the appointment, ensuring you tick the checkbox for creating a Zoom meeting.
Step 5 - You will then be able to see the appointment you have created. To join the meeting click the “Join Meeting” button.
Step 6 - Zoom will then load and you will be able to join the meeting.
Contacting Support
Step 1 - Press Support at the top of the page and click Request Help.
Step 2 - Write a description of the issue you are experiencing/ any help you require and press Submit.
Step 3 - Await email contact from one of our support staff who will be able to resolve any issues you may be experiencing.