- Go to your calendar.
- Select the time you want to create an appointment or select ‘New Event’.
- If you selected the time on the calendar, click ‘More Options’ on the bottom right.
- Along the top right there will be an option to add a Zoom meeting. You may need to click the three dots to open the option for Zoom. Note: Zoom may ask you to sign in and link your accounts, please do this.
- Set the date/time and other options as you normally would.
- Add the client's email address as an attendee.
- Fill in the text box with any relevant information you would like to send to your client (This box functions like the text in an email)
- Click Save/Send to create the meeting and send an email inviting your client.
- Your client will receive an email inviting them to a Zoom meeting. They will need to click the link in the email at the time of the appointment to join.
- Log into Zoom either directly or via the meeting link on your calendar at the time of your appointment.
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