How do I use the Zoom integration for Scheduling?

Overview

The Zoom Integration for Scheduling automatically generates Zoom meeting links when you schedule meetings via Cirrus Insight.

• During the Scheduling process, recipients simply select a meeting time like usual, and the resulting calendar event will automatically include a custom Zoom meeting link.

Requirements

• Zoom user account
• Zoom integration for Scheduling enabled by Admin:
  •  Admins | How do I set up the Zoom integration for Scheduling?
• Create Meeting Types enabled by Admin:
  • Admins | How do I adjust org. settings for Scheduling? 

Steps

1. Navigate to My Profile and click the Connections globe icon if the Manage Connections blade did not automatically appear.

2. Select Connect Zoom Account under "Zoom" in the Manage Connections menu.

3. Sign in with your Zoom credentials and allow the necessary permissions.

4. Navigate to Meeting Types.

5. Edit an existing Meeting Type or create a new one.

6. From the Location Type field, select Zoom.

7. Make any other changes before selecting Create or Save.

• Optional: Repeat steps 5-7 for any Meeting Types that you want to be Zoom integrated.

• Learn more about setting up Meeting Types:

• • How do I set up Calendar Scheduling? 

8. When using Scheduling, simply select a Zoom-integrated Meeting Type if you want Cirrus Insight to automatically generate a custom Zoom meeting link.

The Zoom link will be added to the calendar event's location field upon creation (once the recipient selects a meeting time).