Hey! You know when people book a meeting in Calendly and then you do
the back and forth: "how did you want to meet?" And you think "Ah, we're going to
meet over Zoom." "Great! Can you send me the link?" So then you've got to go into Zoom.
You've got to go and create a meeting. And then you copy and paste the
invitation and send it off to them. There's a lot of back-and-forth and
that can take a lot of time. But imagine if you could just get them to book the
meeting in Calendly and automatically it creates a meeting in Zoom! So that, once
you actually go in to open the meeting, when it's time, it's already got the link
to your Zoom call. I'm going to show you how to do that right now. You need to have
Calendly for booking, to allow people to book appointments. And so I
have my Zoom account but actually where I'm going to make the changes is in
Calendly. So, I'm going to log on to Calendly, and what I'm looking to do is
what we call integrations. So, that's how Calendly connects to other things such
as Zoom. Go to integrations here and then you get to pick which one of them you
want. The one I want is Zoom down here. Click on that and it says "Great!"
"connect Zoom." So I need a zoom account which I've got, a premium Calendly
subscription so that means that you are actually a paying Calendly subscriber...
not one of the free ones! And if you are the Zoom account administrator, if
you're not then whoever the administrator is needs to give this
approval. But I'm going to assume that you are the administrator so let's just
click "Connect Zoom." So, here's where I'm logging into Zoom and it's
saying "well. Okay. This is what it's going to do: View and manage my current users'
meetings. View my meetings and Check my profile." I'll say "yeah, that's
all cool." I'm going to hit "Authorize" now. One little trick here. So this is saying "add
the location". So remember, on a Calendly event, or on a calendar event, you get
this "location"? Where is it? Well, that's it. If it's a real-life event. Of
course, this is an event online. So, we've
already connected now. Now, what we have to do is go into
the different types of events I've got, and then for location select "Zoom." I'm
going to show you how to do that now. Go to event type. So, I have three kinds of
event types in in my business. One is a one-on-one call here. One is the
introductory call (a different thing) and the other one is a 90-minute coaching
session. So, let me just go into here. I'll just show you how to do this for one of
them, one event type. I'm going to click on here and I'm going to go "edit". And you
can see all of these things in here. I'm going to say "what event is this?" It's a call
with Anthony. And "add a location"? I'm going to say it's a Zoom. Now, I'm going
to show you one little hint here. I have actually included the instructions in
here in the description, because in Google Calendar
if you click "Zoom" it's going to do a Google map search for a place called
where Zoom's head office. I mean, really? Come on! So I like to put this
description in to... this is just a bit of a welcome message when people book a
call. I can pick a colour for my event and I'm going to click Save. And that's it. And
now I'm going to pretend that I am a client of mine or a prospect who wants
to book that event, so let's view the live page.
And I'm going to book a time. In fact, it's already got these instructions here.
So, I'm going to book a time. I just connected here: "Confirm". And then, once I
put that in, then whoever the person is connecting to book that
call gets a message saying "here's how to connect." So then, when you come into that,
when it's time for your meeting, you just open the Zoom session. You start the Zoom
session and then you're in business, okay? Now, let me just jump across to Zoom and
then what I'll see is those meetings... well, actually, I haven't booked that
meeting yet. Let me book that meeting now so I'm going to book the meeting and I'm
going to say my name is Fred Smith, and I'm gonna give a dummy
address and I'll actually give a real address. There we go. And I'll go "Schedule
Event" so that that event is booked, and now, on that calendar invitation I'm
going to get a message saying "Connect." I, as the client, I'm going to get a
message saying "Connect", when that time comes. When the calendar event
comes "Connect via Zoom. And that's it! I'm already set up then. And so that way I
can receive, I can send it, I don't have to go and set up all of that Zoom
stuff myself after people book the meeting. Isn't that good?