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 Dashboard > My Profile and click the Connections globe icon .

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 Dashboard > Scheduling > 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).

Updated Aug. 2022