Calendly is an appointment scheduling application that streamlines the process of arranging meetings with clients or team members. Zoom offers a platform for video conferencing, enabling you to conduct virtual meetings effortlessly. This guide will demonstrate the method for integrating Calendly and Zoom, allowing for the smooth scheduling and conducting of virtual meetings.
Step 1: Create a Calendly Account
The first step in connecting Calendly and Zoom is to create a Calendly account. If you already have an account, skip this step. To create an account, go to Calendly.com and click on the “Sign Up” button. Follow the prompts to create your account.
Step 2: Create a Zoom Account
The next step is to create a Zoom account. If you already have an account, skip this step. To create an account, go to Zoom.us and click on the “Sign Up” button. Follow the prompts to create your account.
Step 3: Connect Calendly and Zoom
Now that you have both accounts, it’s time to connect them. To do this, log in to your Calendly account and go to the “Integrations” tab. From there, select “Zoom” from the list of integrations. Follow the prompts to connect your Zoom account to your Calendly account.
Step 4: Create a Meeting Link
Once you have connected your Calendly and Zoom accounts, you can create a meeting link for your virtual meetings. To do this, log in to your Zoom account and go to the “Meetings” tab. From there, click on “Schedule a Meeting” and follow the prompts to create a meeting link.
Step 5: Add the Meeting Link to Your Calendly Event
Now that you have created a meeting link, it’s time to add it to your Calendly event. To do this, log in to your Calendly account and go to the “Events” tab. From there, select the event for which you want to add a meeting link. Click on the “Edit Event” button and scroll down to the “Meeting Settings” section. Enter the meeting link that you created in Zoom and save your changes.
Step 6: Share Your Calendly Link with Your Clients or Colleagues
The final step is to share your Calendly link with your clients or colleagues. To do this, log in to your Calendly account and go to the “Events” tab. From there, select the event for which you want to share a link. Click on the “Share Event” button and copy the link that appears. Share this link with your clients or colleagues so that they can schedule a meeting with you.
Conclusion
In conclusion, connecting Calendly and Zoom is a simple process that can save you time and make it easier to schedule and host virtual meetings. By following the steps outlined in this article, you can seamlessly connect your Calendly and Zoom accounts and start scheduling meetings with ease.