How to schedule with video conferencing

 

Calendly has native integrations with the following video conferencing platforms:

Once connected and added as the location for your event type(s), Calendly will automatically generate video conferencing details when someone books with you. You and your invitee will also receive details via confirmation email and calendar event. 

If you use a video conferencing platform that isn't listed above, follow the steps in How to use other video conferencing options.

Let your invitee choose how to meet

For One-on-one and Collective event types, you can connect multiple video conferencing platforms and let your invitee choose their preferred way to meet. 

Schedule a meeting with video conferencing

Zoom Google Meet Teams GoTo Meeting Webex

Step 1 – Connect your Zoom account

  1. Go to your Integrations & apps page from the left-hand menu.
  2. Select Zoom, then click Connect Zoom.
  3. Sign in to your Zoom account.
  4. Click Authorize to allow Calendly access.

If you’re prompted to pre-approve the app, follow the steps in Pre-approving Zoom.

Step 2 – Set Zoom as your meeting location 

After connecting your Zoom account, Calendly will prompt you to set it as the meeting location. Follow the steps below for your event type.

Personal or Shared Event Type

  1. Go to your Home page.
  2. Select the event type.
  3. Select Location and choose Zoom.
  4. (Optional) For One-on-one or Collective events, select + Add location to let invitees choose between multiple options.
  5. Select Save changes.

Repeat for each event type where you want to use Zoom.

One-Off Meeting

  1. Set up your one-off meeting.

  2. Under Location, select Zoom.

Team Event Type

Round Robin Events

  1. Go to Event Details.

  2. Under Location, select Zoom for each team member who wants to use it.

    • Each team member must connect their Zoom account.

Collective Events

  1. Go to your Team page.

  2. Select the event type.

  3. Select Location and choose a Zoom organizer.

  4. Select Save & Close.

Step 3 – Meet with Zoom

After someone schedules with you:

  • Calendly will add the Zoom meeting link to the calendar invite and confirmation email.
  • You and your invitee will receive full Zoom details automatically.
  • The meeting also appears in your Zoom account under Upcoming Meetings.

Customize your Zoom settings to require a Personal Meeting ID, passcode, or change dial-in settings.