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Zoom Reviewer Test Plan

This guide is intended for Zoom Marketplace reviewers testing the Peerakeet Telehealth integration in production.

Review Setup

  • Use the production Peerakeet environment and the production Zoom app credentials during authorization.
  • Reviewer login credentials are provided separately in the Zoom submission notes and should not be published on this page.
  • Only the certified peer test account authorizes Zoom. The participant account does not authorize Zoom inside Peerakeet.
  • Exact scope labels configured for this production app are listed in the Zoom submission notes. This guide maps those scopes to the end-user steps they enable.

Scope Usage Map

  • Zoom profile-read scope: used during OAuth completion so Peerakeet can identify the Zoom user and account that authorized the integration.
  • Zoom meeting-write scope: used to create a Zoom meeting when a Zoom-based session is confirmed and to delete that meeting if the session is later declined or cancelled.

Test Flow 1: Authorize the App

  1. Sign in to Peerakeet with the certified peer reviewer account.
  2. Open the Schedule page in the dashboard.
  3. Confirm the Zoom status pill shows Not connected.
  4. Click Connect to start Zoom authorization.
  5. On the Zoom consent screen, review the requested permissions and click Allow.
  6. Return to Peerakeet and confirm the Schedule page updates to Connected.

Test Flow 2: Create a Zoom-Based Session

  1. Stay signed in as the certified peer and open Schedule.
  2. Click Schedule Session.
  3. Select the provided participant test account.
  4. Choose a date and time in the near future.
  5. Select Video or Audio.
  6. Leave the optional Meeting link field blank.
  7. Submit the session request and complete the scheduling flow.
  8. Verify the review step indicates that Zoom will create the meeting automatically.
  9. After the session is confirmed, open the session detail page and verify that it is shown as a Zoom session.

Test Flow 3: Join the Session (Peer)

  1. Open the created session from the Schedule page.
  2. Once the join window opens, click Join Session.
  3. Confirm that Peerakeet opens the Zoom join URL in a new tab.

Test Flow 3b: Join the Session (Participant)

  1. Sign out of the peer account and sign in with the participant test account credentials.
  2. Open the scheduled session from the participant's session view.
  3. Confirm the participant can see the session details and join link without needing to authorize Zoom separately in Peerakeet.
  4. Click Join Session and confirm the Zoom meeting opens.

Note: Participants never connect a Zoom account in Peerakeet. They receive a join link automatically when the peer confirms the session.

Test Flow 4: Cancel and Disconnect

  1. Cancel or decline the scheduled session from Peerakeet.
  2. Confirm the session changes to a cancelled state in Peerakeet.
  3. Return to the Schedule page and click Disconnect.
  4. Confirm the Zoom status changes back to Not connected.
  5. Optional deauthorization check: remove the app from the Zoom App Marketplace and verify the integration is no longer usable until reconnected.

Reviewer Notes

  • The certified peer is the Zoom host account owner for automated meeting creation.
  • Peerakeet stores the refresh token server-side only and encrypts it at rest.
  • Peerakeet does not use this integration to read Zoom chat, contacts, or recordings.
  • Public end-user documentation is available at /docs/zoom.