Beginner
How to connect video conferencing tools on Calendly
Quick Answer
Connect video conferencing tools to Calendly by navigating to Account Settings, selecting Conferencing, and authorizing your preferred platform like Zoom or Google Meet. Once connected, you can automatically generate meeting links for all scheduled appointments.
Prerequisites
- Active Calendly account
- Video conferencing service account (Zoom, Google Meet, etc.)
- Administrative access to your conferencing platform
- Stable internet connection
1
Access your Calendly account settings
Log into your Calendly account and click on your profile icon in the top-right corner. Select Account Settings from the dropdown menu to access your configuration options.
Tip
Make sure you're logged in as the account owner or have admin permissions to modify integrations.
2
Navigate to the Conferencing section
In the left sidebar of your Account Settings, click on Conferencing. This will display all available video conferencing integrations that Calendly supports.
3
Select your video conferencing platform
Choose your preferred video conferencing tool from the available options:
- Zoom - Most popular option
- Google Meet - Integrates with Google Calendar
- Microsoft Teams - For Office 365 users
- GoToMeeting - Enterprise solution
Tip
You can connect multiple conferencing tools and choose different ones for different event types.
4
Authorize the connection
A new window will open asking you to sign in to your video conferencing account. Enter your credentials and click Allow or Authorize to grant Calendly permission to create meetings on your behalf.
Tip
Use the same email address for both Calendly and your conferencing tool to avoid authentication issues.
5
Configure meeting settings
After successful authorization, configure your default meeting settings:
- Set Meeting Duration preferences
- Choose Waiting Room options
- Configure Recording Settings
- Set Meeting Password requirements
Tip
Enable waiting rooms for added security, especially for client meetings.
6
Apply to existing event types
Go to Event Types from your dashboard. For each event type you want to update:
1. Click Edit on the event type
2. Navigate to What event is this? section
3. Under Location, select your connected video conferencing tool
4. Click Save & Close
1. Click Edit on the event type
2. Navigate to What event is this? section
3. Under Location, select your connected video conferencing tool
4. Click Save & Close
Tip
You can set different conferencing tools for different event types based on your needs.
7
Test the integration
Create a test appointment using your updated event type to verify the integration works correctly. Check that:
- Meeting links are automatically generated
- Invitees receive the meeting details
- The meeting appears in your conferencing platform
Tip
Schedule the test meeting for a few minutes in the future to verify real-time functionality.
Troubleshooting
Authorization fails or connection times out
Clear your browser cache and cookies, then try reconnecting. Ensure you're using the correct login credentials and that your conferencing account has the necessary permissions to create meetings.
Meeting links not generating automatically
Check that your event types are configured to use the connected conferencing tool. Go to Event Types → Edit → Location and select your video conferencing platform from the dropdown.
Invitees not receiving meeting details
Verify your email notification settings in Account Settings → Notifications. Ensure that Email Confirmations are enabled and include meeting details in the confirmation template.
Multiple conferencing links appearing in invitations
This occurs when multiple conferencing tools are selected for the same event type. Edit your event type and choose only one conferencing platform under the Location settings.
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