Cómo programar reuniones con videoconferencia
Calendly tiene integraciones nativas con las siguientes plataformas de videoconferencia:
Una vez conectado y añadido como la ubicación para tu tipo de evento, Calendly generará automáticamente los detalles de la videoconferencia cuando alguien reserve contigo. Tú y tu invitado también recibirán los detalles a través del email de confirmación y el evento del calendario.
Si utilizas una plataforma de videoconferencia que no aparece en la lista anterior, sigue los pasos en Cómo usar otras opciones de videoconferencia.
Deja que tu invitado elija cómo reunirse
Para los tipos de eventos en privado y colectivo, puedes conectar varias plataformas de videoconferencia y dejar que tu invitado elija la forma de reunirse de su preferencia.
Programa una reunión con videoconferencia
Step 1 – Connect your Zoom account
- Go to your Integrations & apps page from the left-hand menu.
- Select Zoom, then click Connect Zoom.
- Sign in to your Zoom account.
- Click Authorize to allow Calendly access.
If you’re prompted to pre-approve the app, follow the steps in Pre-approving Zoom.
Step 2 – Set Zoom as your meeting location
After connecting your Zoom account, Calendly will prompt you to set it as the meeting location. Follow the steps below for your event type.
Personal or Shared Event Type
- Go to your Home page.
- Select the event type.
- Select Location and choose Zoom.
- (Optional) For One-on-one or Collective events, select + Add location to let invitees choose between multiple options.
- Select Save changes.
Repeat for each event type where you want to use Zoom.
One-Off Meeting
- Set up your one-off meeting.
- Under Location, select Zoom.
Team Event Type
Round Robin Events
- Go to Event Details.
- Under Location, select Zoom for each team member who wants to use it.
- Each team member must connect their Zoom account.
Collective Events
- Go to your Team page.
- Select the event type.
- Select Location and choose a Zoom organizer.
- Select Save & Close.
Step 3 – Meet with Zoom
After someone schedules with you:
- Calendly will add the Zoom meeting link to the calendar invite and confirmation email.
- You and your invitee will receive full Zoom details automatically.
- The meeting also appears in your Zoom account under Upcoming Meetings.
Customize your Zoom settings to require a Personal Meeting ID, passcode, or change dial-in settings.