Automatic Appointment Scheduling using Zoom

Automatically allow your clients to book Zoom Appointments onto your Google Calendar, Outlook or Office 365 Calendar. Eliminate all the back and forth headache when scheduling a meeting with your Prospects, Clients and Customers.





this video will show you how your clients can book an appointment with zoom directly onto your calendar eliminating all the back and forth you normally go through g reminders can be connected to multiple types of web conferencing providers in order to connect your zoom account to g reminders you will want to click the photo or initials in the upper right hand corner next you will click on connected services your connected services if any will come up first let's click on available connectors next we'll click on zoom you'll need to authorize a few permissions and zoom is now connected to g reminders next you will click on event types now let's click create my first event type you will want to fill out the following information let's pretend we are a financial advisor the name of the type of event you want your clients to book will be financial review under description for example you could put your initial review of your financial goals under location we have a drop down menu if you click on this you can see the optional integrations we have as you can see we also support other web meeting providers such as google meet gotomeeting webex and others if you're interested in these watch our other videos let's click on zoom next you will set up how you want this booked on your calendar if you have more than one calendar associated with g reminders you will want to choose the calendar that you want to enable bookings on next you can choose a few options set the duration of the event and how close to the event time they can book this here is where we check against calendars for your open availability if you click here you will see that we are checking against your default calendars you can choose just one or all your calendars you can also set a time frame and days of the week that you want your clients to be able to book time with you this is where you would adjust it to fit your needs note that we will automatically block times where you already have appointments scheduled so there's no overlap next are the fields that your client will need to fill out to book an appointment with you and finally we have the wording of the event title just like in the templates these are customizable by cutting pasting and adding in text if you want to use this in conjunction with g reminders please ensure the phone number is in the description of the event click create and you have successfully created your first event type this screen now shows that you have an event type created at the top of the screen is the link to your personal calendar common ways to share this link is to add it into your emails or add it to your website now let's look at what it looks like when your client books this will be the home page they'll click on the event that they want to book and as you can see the time zones are handled for you in the web browser in the upper right hand corner your client will choose a time that they want to book with you and then they'll fill out their information here they can choose to have the system remember them or not and once they click schedule the meeting has been booked once the meeting's been booked you'll receive a notification in your email this is what it will look like and now let's go back to our google or outlook calendar and see what it looks like on the calendar as you can see the zoom links are in the invite and the customer can use this to reschedule or cancel the appointment now let's go back to g reminders and you can see that it's been synced and this is what it looks like on your home page that's it happy scheduling






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