Integrations Guide

Google Calendar Integration

Sync your upcoming meetings directly into CoachUI to stay organized.

Steps to Connect:

1. Navigate to the Settings page in your CoachUI account.
2. Find the Integrations section.
3. Click the Connect button next to "Google Calendar".
4. You will be redirected to Google. Log in to your Google account if prompted.
5. Review the permissions CoachUI requires (access to view your calendar events) and click Allow or Grant.
6. Once authorized, you will be redirected back to CoachUI. Your calendar events should start syncing shortly.

Note: We only request permission to view your calendar events to display them within the app. We do not store sensitive details beyond event times and titles.

Zoom Integration (Cloud Recordings & Transcripts)

Automatically sync transcripts from your Zoom cloud recordings to leverage CoachUI's AI features like summaries and insights.

Prerequisites:

• You must have a Zoom account with Cloud Recording enabled.
• Ensure that Audio transcript is enabled within your Zoom Cloud Recording settings.

Steps to Connect:

1. Navigate to the Settings page in your CoachUI account.
2. Find the Integrations section.
3. Click the Connect button next to "Zoom".
4. You will be redirected to Zoom. Log in to your Zoom account if prompted.
5. Review the permissions CoachUI requires (access to your cloud recordings and transcripts) and click Authorize.
6. Once authorized, CoachUI will begin syncing transcripts from new cloud recordings associated with scheduled meetings.

Important: You are responsible for obtaining consent from all meeting participants before recording and syncing transcripts. Please refer to our Terms of Use for more details.

Stripe Integration

Connect your Stripe account to manage billing and subscriptions directly through CoachUI (if applicable to your plan).

Steps to Connect:

1. Navigate to the Settings page in your CoachUI account.
2. Find the Integrations section.
3. Click the Connect Stripe Account button next to "Stripe".
4. You will be securely redirected to Stripe.
5. Log in to your existing Stripe account or create a new one.
6. Follow the prompts within Stripe to authorize the connection with CoachUI.
7. Upon successful authorization, you will be redirected back to CoachUI.

Security Note: CoachUI uses Stripe Connect for secure integration. We only store your Stripe User ID to identify your account and do not store or have access to your sensitive financial information like bank account or credit card numbers.

Need More Help?

If you encounter any issues while setting up these integrations, please don't hesitate to reach out to our support team.

Visit our Support Page or email us directly at [email protected].