Lesson 5.3 3 min

Connect integrations

Zoom, Google Calendar, Apple Calendar, Microsoft Outlook, Google Workspace. Carepatron talks to the tools you already use, so your day doesn't fragment across several apps.

Outcome
Zoom and your existing calendar are connected, so bookings and busy time stay in step.
Settings → My Profile → Connected apps
Open in Carepatron ↗
Before you start
  • A Zoom account, if you want Zoom as a video option on appointments
  • A Google or Microsoft account, for calendar sync
  • Plus or Advanced (or the free trial), for calendar sync
  • A Google account added to your iPhone's Calendar settings, if you want Apple Calendar to sync

Why integrate at all

Most practices already live in other tools: a Google or Outlook calendar that also tracks personal commitments, Zoom for non-Carepatron meetings, a Google Workspace the team uses for everything else. Carepatron doesn't try to replace those; it syncs.

The result: one calendar source of truth, fewer double-bookings, and less flipping between tabs.

Connect Zoom

  1. Go to Settings → My Profile → Connected apps, click Connect on the Zoom tile, then Connect Zoom.
  2. Sign in to Zoom and allow Carepatron access when Zoom asks.
  3. You're returned to Carepatron with Zoom connected.

Zoom now appears as a location option when you book: pick it on an appointment and Carepatron creates the Zoom meeting, with Start video call on the appointment. To disconnect later: Connected apps → Edit on the Zoom tile → Delete.

Connect Google or Microsoft Calendar

  1. Go to Settings → My Profile → Connected apps and click Connect on Google Calendar or Microsoft Calendar. You can also start from Calendar: the gear icon → Sync calendar.
  2. Click Sign in with Google or Sign in with Microsoft and give Carepatron access.
  3. Choose what to sync: Sync Carepatron appointments with my calendar, Sync my calendar to Carepatron, or both.

With both on, appointments you make in Carepatron appear on your calendar, and busy time on your calendar blocks booking in Carepatron. If you work in more than one Carepatron workspace, connect the same Google account in each, so time booked in one is blocked in the others. Calendar sync needs Plus or Advanced, and it's included in the free trial.

Apple Calendar (via Google) and Workspace Marketplace

Apple Calendar doesn't connect directly; it syncs via Google Calendar. On iPhone: Settings → Calendar → Accounts → add your Google account → enable Calendars. Then connect that same Google account to Carepatron.

Google Workspace Marketplace: install the Carepatron app from workspace.google.com/marketplace/app/carepatron/546220662871 to launch Carepatron from the Google apps grid (the 9 dots) alongside Gmail and Docs.

Check it worked

Tick these off in your own workspace before moving on.

Integration patterns

Five integration setups that match how people actually work.

Pick the one closest to your existing tools.

Telehealth therapist

Carepatron Telehealth as default for clinical sessions, Zoom connected as a backup. Google Calendar two-way synced so personal commitments block bookings.

Multi-workspace clinician

Same Google account connected to two Carepatron workspaces. Cross-workspace sync blocks time across both so the second workspace can't accidentally double-book.

iPhone-first practitioner

iPhone Apple Calendar connected to Google. Google connected to Carepatron. New appointments in Carepatron show up on Apple Calendar through Google.

Outlook-based clinic

Microsoft Calendar synced. All practitioners' personal Outlook calendars block out booking in Carepatron during admin / out-of-office time.

Google Workspace team

Marketplace install means Carepatron sits in the same app launcher as Gmail and Drive. New team members find it without bookmarks.

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Common questions
How do I connect Zoom?

Settings → My Profile → Connected apps → Connect on the Zoom tile, then sign in to Zoom and allow access. Zoom then appears as a location option when you book appointments.

Can I sync my personal Google Calendar with Carepatron?

Yes, on Plus or Advanced, or during the free trial. Sync can run both ways: appointments in Carepatron appear on Google, and busy time on Google blocks booking in Carepatron. Connect under Settings → My Profile → Connected apps, or from the Calendar page gear icon → Sync calendar.

How do I prevent double-bookings across multiple workspaces?

Connect the same Google account in each workspace, with calendar sync switched on in each. Appointments in one workspace then block that time in the others.

Can I sync Apple Calendar directly?

No. Apple Calendar syncs indirectly via Google Calendar. Add a Google account to your iPhone's Calendar settings, then connect that Google account to Carepatron.

What's the Google Workspace Marketplace install for?

Adds Carepatron to your Google apps launcher (the 9-dot grid in any Google product), alongside Gmail, Docs, Drive. Useful for teams already living in Google Workspace. Install link is workspace.google.com/marketplace/app/carepatron/546220662871.

Will clients see anything different when I have calendar sync enabled?

No, sync is invisible to clients. They see fewer 'sorry, that slot is no longer available' moments because Carepatron now knows about your other commitments.

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