How do I add and customize my Calendars?
When you first create your Zoom.ai account (by logging in via Google or Microsoft) Zoom.ai automatically syncs with your default calendar associated with your Google or Microsoft account. This makes it easy to start scheduling meetings quickly!
If for some reason you don't yet have a calendar connected but want to use the Zoom.ai meeting scheduling features, you will need to connect to a calendar so that your assistant can help you manage it. Learn more about connecting multiple calendars below.
Zoom.ai also supports adding multiple calendars! This is really useful for automatically syncing your availability with multiple calendars - such as your work and personal calendar.
Note: Zoom.ai requires permission from your calendar provider (Office 365 or Google) to sync with your calendar. If you are seeing a restricted access warning when you try to connect your calendar, scroll to the bottom of this article for instructions.
Zoom.ai supports connecting your Google, Microsoft Office 365, Outlook, Exchange, iCloud or Salesforce calendar.
- You can confirm what calendar you have connected from your Account list and can view all the items on your calendar
- You can view the items on your connected calendar here: https://app.zoom.ai/calendar
Adding a new Calendar
Zoom.ai allows you to easily add multiple calendars for determining your availability. This is really useful for automatically syncing your availability with both your work and personal calendars; to ensure work / life balance!
- To add a new Calendar go to the Integrations Directory (https://app.zoom.ai/settings/accounts/add#calendar)
- Click the "Add" button associated with the calendar provider you want to add (e.g. Google, Microsoft) and follow the instructions to authorize access.
- Integration Calendar Settings: Since each attached new calendar you add may have multiple calendars associated with it, when adding your new calendar ensure you set the correct one (using the radio buttons provided). This can also be updated at anytime from "Calendar Settings" .
Microsoft Users: If you are trying to add a new Microsoft Calendar but having issues with Microsoft auto-logging you into your original account we recommend these steps:
- Go to: https://login.microsoftonline.com and logout of your Microsoft account
- Login into your desired Microsoft account (connected with the new calendar you want to add)
- Open Zoom.ai Integrations Directory > Calendars (https://app.zoom.ai/settings/accounts/add#calendar)
- Click "Add" next to your Microsoft Calendar provider
- Follow the directions to authorize access for your desired Microsoft account (to add your new Calendar as per directions in the section above)
Setting a Default Calendar
Your default Calendar is the calendar Zoom.ai will use to book your meetings in.
- Only one single calendar at a time (the one set as "Default Calendar") will be used for scheduling your meetings (e.g. your booked meetings will appear in this calendar). Other (non default) connected calendars will be used to check your availability only!
- When setting your default calendar ensure you select a calendar that you have both read and write permissions for - or scheduling will fail. (You may need to contact your organization's calendar Google Cloud or Microsoft administrator for assistance - as these permissions live outside of Zoom.ai)
- You can set your default calendar (the one used to book the meetings on) from your Installed Integrations list. From the "..." dropdown click "Set as Default" from the drop down menu. A badge will be added to indicate that it is your default calendar. You can also set your default from your Meeting Scheduling > General Settings page.
Google Users: When Zoom.ai syncs with Google Calendar we will automatically set your primary Google calendar as the Zoom.ai default calendar. (Not sure what your primary calendar in Google is? This is referenced when you click "Calendars" from your Zoom.ai Integrations list). Unfortunately Google does not allow you to change your primary calendar within Google (this is a limitation of Google and NOT Zoom.ai). However you can change your default Zoom.ai calendar as mentioned above.
Calendar Availability - Free vs. Busy
Zoom.ai requires access to your calendar so that your assistant can make a decision when to schedule based on your availability.
- By default existing calendar events marked as Busy will be considered unavailable time, and your assistant will not book you and will prevent others from booking you. This time slot will not be offered to your invitees.
- By default existing calendar events marked as Free (or Tentative or Working elsewhere in Microsoft calendar) will be considered available (not busy) and made available for future bookings. To allow invitees to schedule time with you during an event on a connected calendar, update that event's status from Busy to Free or update your availability settings for Outlook (see below).
- If you were double booked by Zoom.ai then please check your existing calendar event (in your own Google or Microsoft calendar) to confirm the event was set to busy (and NOT free or tentative). If needed update your availability settings for Outlook (see below).
- Learn about the "Book Anyhow" option for meetings at a specific time.
Google Calendar will mark new events you create or are invited to (but haven't yet accepted) as "Busy" by default. You can manually override this setting and mark individual events as Free or Busy, to control whether or not the event affects your availability.
Microsoft Outlook Calendar will mark new events you create as "Busy" by default, but marks new events you are invited to (but haven't yet accepted) as "Tentative". Since Tentative is treated as "Available" in Zoom.ai by default you may choose to manually override this setting depending on your needs.
In Outlook itself you can select the status (Busy / Free / etc) for each meeting. This allows you to manually mark individual events as Free or Busy, to control whether or not the event affects your availability.
Alternatively Zoom.ai users can now customize their Outlook availability permissions from their Account listing page. Simply click the calendar icon next to the Microsoft calendar listed. From here you will be able to customize the status used to "consider me unavailable".
- Any availability settings (see below) will apply to each connected Outlook calendar
- Once set all meetings (from that connected calendar) with the associated status will be blocked as unavailable
- "Busy" is always selected as default for integrated Outlook calendars but can be manually unchecked
Setting a status in Outlook
Office 365 - Admin Restrictions
Zoom.ai requires permission from Office 365 to sync with your calendar. If you are seeing a restricted access warning when you currently try to add your Microsoft calendar your admin should be able to grant permissions to allow third-party applications on your account via Office365. Ask them to visit their Office365 Admin Center and update the Integrated Apps settings.
Once Integrated Apps has been enabled, end users can authorize Zoom.ai to sync with their calendars.
- Login to Office.com portal and navigate to Admin Center
- Under "Settings", click on "Services & add-ins" in the left nav
- Click on Integrated Apps
- Turn the Integrated apps switch to ON to enable Integrated Apps
- Click Save to apply your changes
Still having problems or have a more complicated Admin set-up?
We've integrated successfully with lots of organizations so please reach out if you require additional help getting started. We are here to help! :)