thank you for watching this brief
training video from zoom video
communications the outlook plug-in
provided by zoom will allow you to use
outlook to start instant meetings invite
participants edit and start your
scheduled meetings as well as schedule a
meeting on behalf of another zoom host
in the next few minutes we'll show you
how to access and install the zoom
software and the outlook plug-in as well
as how to schedule invite edit and start
your zoom meetings all from your Outlook
calendar
we will also review how you can use
scheduled privilege to schedule meetings
on behalf of other zoom hosts other
scheduling options and how you can learn
more about zoom services to install and
get started visit the zoom download
center at zoom us forward slash download
you can find our download Center at the
bottom of any of the pages at zoom us
you will need to install the zoom client
software and the zoom outlook plugin to
begin in order for the outlook plugin to
function you must have Outlook and the
zoom client software opened and running
on your computer at the same time let's
take a look at how to schedule edit and
start your meetings directly from your
Outlook calendar click to schedule a
meeting to be presented with your
meeting settings decide whether you want
the video or webcam to be on or off by
default as participants join your
meeting if you default video to off
participants may turn their video on any
time once they have joined you may
require a meeting password enable join
before hosts so that your participants
may join the meeting before you a great
option if you might be running a little
late for the meeting
and schedule using your personal meeting
ID you may prefer to save these settings
for future use to skip this step when
scheduling click schedule below and
outlook will present the meeting
invitation once the meeting is created
you will be able to change the meeting
settings or cancel to remove the zoom
meeting information from your invitation
treat this like any other meeting or
appointment on your Outlook calendar set
availability recurrence and categorize
your meeting as normal
add your guests provide a meeting title
date and time and send customize the
meeting invitation content as you see
fit but be sure to provide at the very
least the link to join phone information
and the link for international callin
options as needed once you save or send
a meeting or appointment out to
participants you may use the same
appointment to start the meeting simply
open the appointment and follow the link
to join that you have provided to
everyone else to log in and start your
meeting any changes that you make in
Outlook through your calendar will
update in your list of upcoming meetings
which may be accessed through the zoom
client software or by logging in at zoom
us to view the meeting section of the
website
now we'll review how to use scheduled
privilege to schedule a meeting on
behalf of another zoom user we'll use an
executive assistant with access to
managing the calendar of the superior as
an example access to this feature
requires two steps of setup in our
example the executive will need to give
scheduled privilege to the executive
assistant through zoom meeting settings
both parties must be members of the same
zoom multiple user account and both
parties must have a pro account with
zoom you will also need to establish
delegate access to the Outlook calendar
you would like to schedule on behalf of
please refer to the instructions
provided by Microsoft office support to
establish delegate privilege in our
example you're going to give the
executive assistant access to read and
write to the executives calendar to
establish scheduled privilege login at
zoom US and view the meeting settings
tab here you will have access to various
basic and advanced meeting settings
please review the page to enable the
features that you desire in your
meetings scroll to the bottom of the
page to find the scheduled privilege
field simply edit and add the email
address of the user that you wish to
provide scheduling privilege to in our
example again the executive will enter
the email address that the executive
assistant uses to log in to zoom once
delegate privilege in Outlook and
scheduled privilege and zoom are
established the executive assistant in
our example will be able to view the
executives calendar and to add zoom
meetings as explained previously on
behalf of the executive zoom also
provides scheduling options through the
zoom client software and the zoom
website at zoom US launch the zoom
client software and view the home screen
to schedule a meeting adjust your
meeting title date and time and settings
make sure your appropriate calendar is
selected below click schedule and zoom
will push that appointment to your
preferred calendar add your attendees
and send login at zoom US and view the
meetings tab schedule a meeting here and
adjust your meeting options as normal
the zoom website does include some
scheduling features that are only
available
on the website like alternative host in
the case of emergency schedule the
meeting and it will save to your list of
upcoming meetings add to your calendar
using the menu option on the page scroll
to the bottom of the manage meeting page
and add registration and polling
questions to your meeting also only
available through the zoom website we
will review your meeting settings and
advanced features in another training
video we hope that this brief training
video on scheduling a zoom meeting using
Outlook has been helpful please join us
for live training by visiting Zoom us
forward slash live training view and
register for other zoom sponsored events
at zoom us forward slash events need
help our support team is available 24/7
to assist you please visit support Zoom
us for more information to submit a
request or to chat to support this
concludes our training tutorial on
scheduling zoom meetings with outlook
from zoom video communications thank you
for taking the time to learn with us