This guide offers a straightforward process for setting up recurring Zoom meetings, making it ideal for those looking to streamline their scheduling. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
1. Navigate to Zoom
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Open your Zoom account and go to the Meetings section .
2. Schedule a New Meeting
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Click on "Schedule a Meeting" on the right-hand side .
3. Set Meeting Details
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Enter a meeting topic and optional description .
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Choose the start date and time for the first meeting and set the duration .
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Select the Time Zone .
4. Enable Recurring Option
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Check the box for Recurring Meeting to set it as a recurring event .
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From the Recurrence dropdown, select No Fixed Time .
5. Meeting ID & Web Settings
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Set Meeting ID to Generate Automatically.
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Optionally choose a template if you’ve pre-built one in Zoom .
6. Security Settings
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Add security features like Passcode and Waiting Room for added control over your meetings .
7. Customize Meeting Options
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Configure settings for AI Companion, Meeting Chat, Video, and Audio options .
🔗 Final Steps
8. Save and Copy the Invitation Link
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After saving the meeting, click on the Copy Invitation icon under the Invite Link section .
9. Paste Link into SalesAi
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In your SalesAi platform, paste the Zoom invite link into the Meeting Description .
✅ Key Takeaways
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Recurring meetings allow you to set up sessions with no fixed schedule, making it easier to automate bookings.
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Security options like waiting rooms and passcodes help control access.
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Integrating the Zoom link into SalesAi enables seamless meeting bookings.
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