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How it works with TrueScheduler

When an appointment is booked in TrueScheduler, you can automatically fetch a unique URL for your Zoom meeting with our Zoom Integration.

Automation will save an incredible amount of time!


Automation will save an incredible amount of time!


Without TrueScheduler — 7-10 steps

With TrueScheduler — 1-2 steps 


TrueScheduler automates the way Zoom meetings are booked, the way confirmations and reminders go out, how the Zoom link is included in the calendar.

Without TrueScheduler, a Zoom meeting takes several steps to coordinate. Agreeing on a meeting time, creating link in zoom, adding the link to your calendar, sending a confirmation email, sending a reminder email with the link. Each meeting can take 7-10 steps.

With TrueScheduler, each meeting can be organized in 0-2 steps by the staff member. Share Calendar then simply click on the Zoom link at the meeting time.

That's it. TrueScheduler will fetch the URL, add it to the calendar attachments, add the links to confirmation emails, automatically send text and email reminders with the zoom link.

We make it very very simple!

How Our Zoom Integration Works

1. Add our online appointment scheduling widget to your website, app, and email signatures. 

  • 1.

2. Book Appointments for new appointments. 

  • 2.

3. TrueScheduler will fetch the unique Zoom link and password and inject it into calendar events, confirmation, and reminder messages.   

  • 3.

4. Automate the entire process of booking with multiple apps connected.

  • 4.

Instructions

Connecting Zoom

Below are instructions on how you can integrate Zoom with TrueScheduler.


1. Click on the gear (⚙️) icon.




2. Select Settings.




3. Select the Users tab.




4. Click on the pencil (✏️) icon.




5. Select the Zoom tab and click on the AUTHORIZE button.




6. Enter your Zoom credentials. 




8. You have now successfully integrated Zoom with TrueScheduler.




9. Now, navigate to the Appointment Types tab.



10. Choose an appointment for which you want to enable Zoom, and click on the pencil (✏️) icon.




11. Enable Zoom for that particular appointment and click on UPDATE APPOINTMENT TYPES. Note that you will need to enable Zoom for each appointment.






You should be all set! When a someone books an appointment with you, a Zoom meeting link will automatically be added to the email.




Disconnecting Zoom

Below are the steps to disconnect Zoom from the marketplace.

1. Sign in to the Zoom app through the URL: "https://zoom.us/signin". 

2. Enter your credentials, and hit the "Sign In" button.

3. Click the "Advanced" tab, which will redirect to"https://marketplace.zoom.us".

4. Now, click on the "Manage" tab from the header.

5. After this, select the "Installed Apps" tab from the left tab menu.

6. Now, hit the "Uninstall" button.


Data Hosting

AzureTrueScheduler is hosted on Azure. You can read about Azure and AWS’s thorough security provisions on their site. TrueScheduler leverages all of the platform’s built-in security, privacy and redundancy features. Azure continually monitors its data centers for risk and undergoes assessments to ensure compliance with industry standards. Azure’s data center operations have been accredited under: ISO 27001, SOC 1 and SOC 2/SSAE 16/ISAE 3402 (Previously SAS 70 Type II), PCI Level 1, FISMA Moderate and Sarbanes-Oxley (SOX).
AWSTrueScheduler utilizes AWS CDN for images. TrueScheduler leverages all of the platform’s built-in security, privacy and redundancy features. AWS continually monitors its data centers for risk and undergoes assessments to ensure compliance with industry standards. AW’s data center operations have been accredited under: ISO 27001, SOC 1 and SOC 2/SSAE 16/ISAE 3402 (Previously SAS 70 Type II), PCI Level 1, FISMA Moderate and Sarbanes-Oxley (SOX).  
BackupsTrueScheduler runs back up of all data and code base daily on redundant servers in 2 separate geographies. As well, code and data backups are hosted on Dropbox Cloud Storage. 
EncryptionData that passes through TrueScheduler is encrypted, both in transit and at rest. All connections from the browser to the TrueScheduler platform are encrypted in transit using TLS SHA-256 with RSA Encryption. TrueScheduler requires HTTPS for all services. For sensitive data where the original values are not needed, such as our own passwords, we hash the data using the BCrypt algorithm. Where the original values are needed, such as authentication details for accessing calendars, the values are encrypted using the AES-256-GCM algorithm using a unique, randomly generated salt for each set of sensitive data.
Secure transfer to serversTrueScheduler has employed a data security service to authenticate data transfers between our development team and the virtual machines. All data is encrypted and secured. 
Data Sharing and Third Party AccessTrueScheduler doesn’t sell customer data to anyone. We do not share data for cross channel marketing purposes. TrueScheduler does not grant access to any 3rd party provider unless through account connection via Oath authentication or API key. Both can be disconnected at anytime from within TrueScheduler or from within 3rd party application. Otherwise, there are no 3rd parties that are given data, sold data or have data shared for any reason. 


Personnel

Background ChecksAll TrueScheduler employees go through a thorough background check before hire.
TrainingWhile we retain a minimal amount of customer data and limit internal access on a need-to-know basis, all employees are trained on security and data handling to ensure that they uphold our strict commitment to the privacy and security of your data.
ConfidentialityAll employees have signed a non-disclosure agreement and confidentiality agreement before hiring.
Data Access OnOnly authorized employees are granted access to our production infrastructure and the use of password managers to ensure strong passwords and two-factor authorization when available is mandated across the company


Reliability

DisasterWe have business continuity and disaster recovery plans in place that replicate our database and back up the data onto multiple cloud servers in different geographies and data centers to ensure high availability in the event of a disaster.
ReliabilityTrueScheduler has uptime history of 99.3%


Development Cycles

New FeaturesTrueScheduler develops new features in 3 week sprints. Our deployments begin on a development server, then staging, then to live. Live server deployment occurs on Sunday morning PST. 
QA and TestingTrueScheduler runs automated testing along with manual testing before each deployment. 
Dev and Staging Server QABefore TrueScheduler is released on live servers, the code is deployed on staging and development servers during the QA process. Once the testing is complete, the code is added to a repository for live server deployment on the sprint cycle timeline. 
Live MonitoringOnce the code is released to our production server, our QA team runs automated tests, manual test and utilizes external software to monitor our services. The external software is running 24/7 with alerts that are automatically sent to our development team with any issues. These alerts are monitored 24/7 and are sent via text message and email to our team. 


Vulnerability

FirewallTrueScheduler is hosted on Azure servers and is utilizing Azures Next Generation Firewall Service, which sits behind Azures Web Application Gateway service. This service includes protection against things, such as SQL Injections or malformed HTTP requests.
Malware and Virus PreventionAll of our employees are working from company owned machines that are running anti-malware and virus protection software. Our office server is protected by a firewall for external penetration protection. 
ScanningOur internal server, employee machines and data hosting continuously run vulnerability scanning software. 

Application Security

Login credential protectionFor our external applications that work with TrueScheduler, TrueScheduler does not store/collect passwords. All TrueScheduler authentication is using a secure Oath connection to grant access to TrueScheduler with a secure token used for each individual user’s account. Examples include: Zoom, Stripe, Authorize.net, Google calendar, Exchange, Office365, Outlook.com, Icloud, mailchimp and more. All 3rd part
DisconnectingWhen an account is cancelled or downgraded to free, all Oath connections are automatically disconnected from TrueScheduler to your third party applications. 
API AccessAll access to data via TrueScheduler is explicitly approved through an OAuth authorization mechanism which grants access tokens that can be revoked at any time.


Certifications

GDPRWe have incorporated GDPR standards into data practices to make sure our all of our customers are supported and in compliance with GDPR.