Getting started with Zoom

Connect Calendly and Zoom to generate a dynamic conferencing link for any of your event types. Invitees will receive location details in the confirmation notification after scheduling with you. The unique link will appear within the event details on your Scheduled Events tab and under My Meetings page in Zoom. 

Connecting your Zoom account

To connect, the Zoom account admin must search for Calendly on the App Marketplace. Locate the Pre-Approve toggle and enable it, then click Visit Site to Install to return to Calendly and finalize the connection.

Choose Zoom as the location to any of your event types to have a dynamic conference link generated for each meeting. Invitees will receive the complete meeting details in their confirmation notification after scheduling with you.


zoom1.png

Personal event types

Visit the Event Types tab on your Home page and open the event you would like to edit. Expand the What event is this? section and click to add Zoom as the location of the event. The location details will be included in event notifications sent to you and your invitees, so everyone will know where your meeting will take place.


v3Zoom.gif

NOTE: Users subscribed to Zoom's free Basic meeting plan can host meetings up to 40 minutes. Upgrade to Zoom's Pro meeting plan to host longer meetings.

Team event types

Navigate to the All Teams view on your Home page. Open the event you would like to edit, and expand the Team Members & Location section. Each user on your organization must personally connect their own Zoom account to Calendly before it can be used as their location for team event types.

NOTE: Opting to use a single Zoom account for all Calendly users on your organization may result in overlapping meetings and detract from your customer experience.

One user assigned to a collective event type will be chosen as the organizer, and the meeting will be hosted through their Zoom account. You can manually reassign the organizer as long as another user has their Zoom account integrated with Calendly. This change can be made in the Hosts & Location section.


zoom2.png

 

 

Was this article helpful?
159 out of 480 found this helpful