🎤Zoom Companion App Documentation

Installation

For Practitioners (Therapists and Coaches)

  1. Sign up for Refract

    • Use the signup link provided by our team

    • If you haven't received a link, request one from brent@refract.space

    • Use the Google account or email that you use for client email invites

  2. Connect your Zoom account

    • Visit app.refract.space/zoom

    • Click "Connect to Zoom"

For Clients

  1. Sign up for Refract

    • Use the signup link provided by your coach or therapist

    • When signing up, use the same email you’ve provided your therapist for calendar invites.

    • No additional setup required

Installation Troubleshooting

If you encounter any issues during installation, please contact our support team at hello@refract.space. We’re happy to hop on a call.

Usage

Session Recording Feature

Description: Automatically record and transcribe therapy/coaching sessions for both practitioners and clients.

Prerequisites:

  • Active Refract account

  • Connected Zoom account (practitioners only)

For Practitioners

  1. Invite Refract to sessions

    • Add sessions@refract.space to your calendar events with clients

    • Compatible with both Zoom and Google Meets meetings

  2. Access Session Notes

    • Receive email with session notes after completion

    • Review and manage notes in your dashboard

For Clients

  1. Attend Session

    • Join your scheduled session as normal

    • No additional setup required

  2. Access Session Notes

    • Check email for post-session notes

    • Click provided link to view notes

  3. Save Important Points

    • Add key points to your account

    • Use saved points for future check-ins

Daily Check-in Feature

Description: Follow up on session insights with structured daily reflections.

Prerequisites:

  • Active Refract account

  • Saved session points

Steps:

  1. Start a Check-in

    • Visit app homepage

    • Click "Start a Check-in"

  2. Select Focus Point

    • Click "Look up a part"

    • Choose from saved points

  3. Complete Check-in

    • Follow reflection prompts

    • Submit responses

Uninstallation

Uninstalling from Zoom Account

  1. Go to Zoom Marketplace

  2. Navigate to Manage > Installed Apps

  3. Find Refract IFS Companion

  4. Click Uninstall

Deauthorizing Refract

  1. Log into your Refract account

  2. Visit https://app.refract.space/zoom

  3. Click "Disconnect"

Troubleshooting

  • Cannot connect Zoom account

    • Verify you're using the correct Google account

    • Ensure you have admin permissions in your Zoom account

  • Missing session recordings

    • Verify sessions@refract.space was included in the calendar invite

    • Check that recording permissions were enabled in Zoom

    • Contact support if issues persist. We’re happy to hop on a call and set it up with you.

FAQ

  • How long are session recordings stored?

    • Session recordings are stored for 30 days

    • Premium accounts have extended storage options

  • Can I use Refract with other video platforms?

    • Currently supported: Zoom and Google Meet

    • More platforms coming soon

  • How do I change my notification settings?

    • Navigate to Settings > Notifications

    • Customize email and app notifications

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