Calendly is a tool for organizing appointments and meetings with your clients or coworkers. Zoom is a video conferencing platform used for virtual meetings and webinars. This guide will demonstrate how to link Calendly with Zoom, making scheduling meetings a smoother process.
Step 1: Create a Zoom Account
If you don’t already have a Zoom account, you will need to create one. Go to zoom.us and click on “Sign Up” in the top right corner of the page. Follow the prompts to create an account with your email address and password.
Step 2: Create a Calendly Account
If you don’t already have a Calendly account, you will need to create one. Go to calendly.com and click on “Get Started” in the top right corner of the page. Follow the prompts to create an account with your email address and password.
Step 3: Connect Zoom and Calendly
Once you have created both accounts, you can connect them by going to your Calendly dashboard and clicking on “Integrations” in the left-hand menu. Scroll down until you see “Zoom” and click on it. Follow the prompts to connect your Zoom account with your Calendly account.
Step 4: Create a Meeting Link
Once you have connected your Zoom and Calendly accounts, you can create a meeting link that will automatically generate a unique Zoom meeting ID for each event. To do this, go to your Calendly dashboard and click on “Event Types” in the left-hand menu. Click on the event type you want to edit and scroll down until you see “Meeting Type.” Select “Zoom” from the drop-down menu and enter your Zoom meeting ID or leave it blank to generate a new one for each event.
Step 5: Customize Your Event Settings
Once you have created a meeting link, you can customize your event settings by going to your Calendly dashboard and clicking on “Event Types” in the left-hand menu. Click on the event type you want to edit and scroll down until you see “Meeting Type.” From here, you can customize various settings such as the meeting duration, time zone, and reminder notifications.
Step 6: Share Your Calendly Link
Once you have connected your Zoom and Calendly accounts and customized your event settings, you can share your Calendly link with your clients or colleagues. They will be able to schedule a meeting with you using the link, and the meeting details will automatically be added to your calendar.
Conclusion
Connecting Zoom with Calendly is a simple process that can save you time and make scheduling meetings even easier. By following these steps, you can seamlessly integrate the two platforms and create a more efficient workflow for yourself and your clients or colleagues.