Yesware’s Zoom integration allows users on Premium and Enterprise plans to automatically insert Zoom meeting details when someone books a time using Meeting Scheduler.

This integration works for both Meeting Types and Custom Availability links, and is supported for users on free or paid Zoom plans.

How to Connect Your Zoom Account

1. Go to your Meeting Scheduler Settings.

2. Click Edit Details on your My Calendar Link.

3. In the Web Conferencing section:

   • Gmail users: Click “Connect Zoom Account.”

   • Outlook users: Click “Link Account” under the Zoom option.

4. A popup will appear that says: “Connecting your Zoom account. This window will automatically close when the connection is successful.”

If you experience issues, refer to Zoom’s documentation for installation help.

Inserting Zoom into Meeting Types

To add Zoom details to a Meeting Type:

1. Open an existing Meeting Type or create a new one.

2. In the Meeting Location section:

   • Gmail: Click the Insert Zoom button.

   • Outlook: Click Virtual Meeting, then select Zoom.

3. A Zoom link will be auto-generated when the meeting is booked.

Inserting Zoom into Custom Availability Links

When creating a Custom Availability link:

1. In the Location section:

   • Click the Zoom button (appears for both Gmail and Outlook users).

2. The Zoom meeting link will be automatically added when the recipient books time.

What the Recipient Sees

Once a booking is confirmed, your Zoom meeting details will be included in the calendar invite sent to the attendee.

Important Notes

• Personal Meeting ID (PMI): If your Zoom settings are configured to use your PMI, Yesware will respect that.

• If PMI is not set, Yesware will generate a unique Zoom ID for each meeting (recommended for security).

• Password-protected meetings are only supported if the Zoom account administrator has enabled password protection at the org level.

• You cannot manage Zoom settings (like passwords or PMI preferences) within Yesware or on a per-meeting basis.