Connect a video conferencing app to Dubsado to automatically generate meeting links for your scheduled appointments. This guide covers how to enable conferencing, connect a provider, and manage your conferencing settings.
Prerequisites
Before you can use video conferencing in Dubsado, make sure the following are in place.
Video conferencing requires a connected calendar account. If you haven't connected one yet, connect a calendar account first before continuing with the steps below.
A connected calendar account. Dubsado uses your calendar connection to generate meeting links. If no calendar is connected, the Video conferencing card in settings will show a banner instead of the conferencing options.
A Premier plan. The Third party connections settings page is available on Premier plans only.
Admin or Owner role. Only users with an Admin or Owner role can access Settings ➔ Third party connections.
Enable video conferencing
Once your calendar is connected and your plan and role requirements are met, you can enable video conferencing from the Third party connections settings page.
Navigate to Settings ➔ Third party connections.
In the Video conferencing card, click Enable conferencing.
If you only have one calendar connected, Dubsado automatically uses it for conferencing and enables immediately. If you have multiple calendars connected, a Select calendar for conferencing modal appears — select the calendar you want to use for generating meeting links, then click Enable conferencing.
A "Video conferencing enabled" confirmation appears when conferencing is active. The Conferencing app section then appears below, where you can select or connect your preferred provider.
To start generating conferencing links for your appointments, enable conferencing on each scheduler template.
Connect Google Meet
If you connected a Google calendar account to Dubsado, Google Meet is available through integrated conferencing — no separate setup required.
Once conferencing is enabled, Google Meet automatically appears in the Conferencing app dropdown. If it isn't already selected, choose it from the dropdown to make it your active provider.
Connect Zoom or Microsoft Teams
Zoom and Microsoft Teams connect through Cronofy, the integration that powers Dubsado's calendar and conferencing features. Dubsado supports Google Meet, Zoom, and Microsoft Teams as conferencing providers.
You can only have one video conferencing provider active at a time per workspace. Selecting a different provider from the dropdown replaces the current one.
After enabling conferencing, find the Conferencing app section on the Video conferencing card.
If no providers are connected yet, you'll see the message "No conferencing providers are currently connected." Click Connect a provider in Cronofy to open your Cronofy account's Conferencing Services page in a new tab.
If providers are already connected but you want to add a new one, click Connect a new app instead.
In Cronofy, connect the desired provider (Zoom or Microsoft Teams) by signing in with your account credentials.
For Zoom, sign in using Sign in with Google or Sign in with Apple rather than email and password.
For Google calendar users connecting in Cronofy, click Continue with Google rather than entering an email and password.
Return to Dubsado and refresh the page. The newly connected provider appears in the Conferencing app dropdown.
Select the provider from the Conferencing app dropdown.
A "Conferencing provider updated" confirmation appears when the change saves.
Change your conferencing provider
To switch between providers you've already connected, select a different option from the Conferencing app dropdown in the Video conferencing card. The change takes effect immediately.
To connect a provider that isn't yet in the dropdown, click Connect a new app and follow the Cronofy steps in the section above.
Disable video conferencing
You can turn off video conferencing at any time from the same settings page.
If you use Zoom, disabling conferencing cancels all past Zoom events and breaks existing Zoom meeting links. Other providers are not affected.
Navigate to Settings ➔ Third party connections.
In the Video conferencing card, click Disable conferencing.
A Disable conferencing? confirmation modal appears. Click Disable to confirm, or Cancel to go back.
A "Video conferencing disabled" confirmation appears when conferencing is turned off.
FAQ
Will my schedulers automatically add conferencing links after I connect a provider?
No. Connecting a provider makes conferencing available across your workspace, but you still need to enable conferencing on each scheduler template individually. Once conferencing is enabled on a scheduler template, its Details card also shows a read-only Notetaker row indicating whether Dubsado's notetaker will automatically join those appointments. Notetaker is managed separately in Settings ➔ Notetaker.
Can I use more than one conferencing provider at the same time?
No. You can only have one provider active per workspace at a time. Whichever provider you select from the Conferencing app dropdown is used for all scheduler templates that have conferencing enabled.
My provider isn't showing up in the dropdown. What should I do?
Try the following troubleshooting steps:
Make sure your Cronofy account uses the same email as the calendar you connected to Dubsado.
If you connected a Google calendar, log in to Cronofy using Continue with Google rather than entering an email and password.
If you're connecting a Zoom account, use Sign in with Google or Sign in with Apple in Zoom instead of email and password.
After connecting in Cronofy, return to Dubsado and refresh the page before checking the dropdown again.
Do I need a Cronofy account?
It depends on which provider you use. For Google Meet, no separate Cronofy action is needed — it connects automatically through your Google calendar. For Zoom and Microsoft Teams, you connect the provider through your Cronofy account's Conferencing Services page. Cronofy manages the integration behind the scenes; you don't need to manage anything in Cronofy beyond the initial provider connection.