Scheduling a New Zoom Meeting

Overview
Learn how to create and schedule a Zoom meeting from within the app, set title, date/time, participants, and more.

Steps

1. Navigate to Collaboration > Zoom Meetings.

2. Click + Add Meeting.

3. Fill in Meeting Title, Starts On / Ends On, Start / End Time.

4. (Optional) Click into Category ▶ Add New to create a meeting category.

5. Select Add Employees and/or Add Clients.

6. Configure Host Video Status and Participant Video Status.

7. Click Save.

Tips

• Use descriptive titles (“Q2 Sales Review”) to help attendees find the meeting.

• Pre-define categories (Consults, Demos, All-Hands) for better organization.

• Disable participant video for large webinars to conserve bandwidth.

Troubleshooting / FAQs

• Q: “Add Meeting” button is disabled.
  A: Ensure you have the “Zoom Meeting > Create” permission in your role settings.

• Q: Guests didn’t receive invite.
  A: Verify you added their correct email under Add Employees/Clients before saving.