Operations · Easy
Add a video link to every booking automatically
Copying meeting links by hand causes wrong links and late starts. With the two connected, each booking gets its own link in the invitation.
Software used
What happens
When
Someone books a meeting type set to Zoom.
Then
- A Zoom meeting is created for that time.
- The link goes into the calendar invitation and confirmation email.
How the tools connect
With a built-in integration. Calendly lists Zoom as an integration on its website.
Set it up
Connect Zoom in Calendly's integrations.
Set the location of each meeting type to Zoom.
Book a test meeting and open the link from the invitation.
Menus change, so these steps say what to do rather than where to click. Each company's help pages have the current screens.
Watch out for
- If several people share one Zoom account, check that meetings at the same time don't clash.
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