TrainerDNA

TrainerDNA integration guide

Schedule coaching sessions with Zoom.

TrainerDNA connects a coach's own Zoom account so deliberate coaching-session changes can stay aligned with the coach schedule, client plan, and secure join link. TrainerDNA does not record meeting audio or video through this integration.

Sign in to connect ZoomContact integration support

Before you begin

What you need

A coach workspace

You must be signed in as a TrainerDNA workspace owner or editor who can manage connected tools.

Your Zoom account

Use the Zoom account that should own the meetings you create for your coaching clients.

An active client

The session composer needs an active TrainerDNA client before it can create a shared coaching session.

Step 1

Add TrainerDNA to Zoom

TrainerDNA requests only the profile and meeting permissions needed to identify the connected coach and create, read, reschedule, or cancel that coach's meetings. TrainerDNA never asks you to enter your Zoom password inside TrainerDNA.

  1. 1Sign in to TrainerDNA on the web.
  2. 2Open Settings, select Tool Configuration, and find Meeting connections.
  3. 3Choose Connect Zoom. TrainerDNA sends you to Zoom's authorization screen.
  4. 4Review the requested profile and meeting permissions, then approve access in Zoom.
  5. 5Zoom returns you to TrainerDNA. Confirm that the connection says Connected and Meeting creation enabled.

Step 2

Schedule and manage a Zoom session

Clients receive only the participant join link. Zoom host links, OAuth tokens, private coach notes, and webhook payloads are not returned to the client portal. Provider-side Zoom changes can also reconcile through signed event notifications.

  1. 1Open Coaching and select Overview.
  2. 2In Sessions and meeting links, choose the client, title, date, time, and duration.
  3. 3Select Zoom as the meeting provider and choose Schedule session.
  4. 4TrainerDNA creates the Zoom meeting and places the participant join link in the coach schedule and client plan.
  5. 5Use Reschedule or Cancel in TrainerDNA when the session changes so Zoom and both TrainerDNA calendars stay aligned.

Step 3

Disconnect or remove the integration

Disconnecting stops future Zoom API access and marks future Zoom-backed session changes as needing attention. It does not silently delete meetings that already exist in Zoom.

Read the Data Deletion instructions
  1. 1In TrainerDNA, open Settings, select Tool Configuration, and find the Zoom connection.
  2. 2Choose Disconnect. TrainerDNA revokes the Zoom access token and removes its stored OAuth token.
  3. 3You can also remove TrainerDNA from Zoom Marketplace under Manage, then Added Apps.
  4. 4Existing Zoom meetings and historical coaching-session records may remain so prior schedules and audit history stay understandable.
  5. 5To request deletion of stored provider connection or historical integration records, follow TrainerDNA's Data Deletion instructions.

Troubleshooting

Resolve common connection problems

Zoom does not return to TrainerDNA

Return to Settings and try Connect Zoom again. Do not reuse an old authorization page. Confirm that cookies are allowed for trainerdna.app and zoom.us.

Zoom says the app needs approval

Your Zoom administrator may restrict user-managed apps. Ask the account administrator to approve TrainerDNA, then repeat Connect Zoom.

The connection needs attention

The authorization may have expired or been removed in Zoom. Disconnect the stale connection, reconnect, and retry the session change.

A session did not update

Refresh the Sessions panel first. If the provider and TrainerDNA still differ, avoid creating a duplicate and contact integration support with the session title and approximate time.

TrainerDNA Zoom support

Support is monitored Monday through Friday, 9:00 AM–5:00 PM Eastern Time, excluding U.S. federal holidays. We aim to respond within two business days.

support@trainerdna.app

Do not send passwords, authorization codes, private meeting links, or identifiable client health information.