# 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"&#x20;

### 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