How to use the Personal Scheduling Link
Zoom.ai supports both traditional meeting requests and now on-demand 1:1 meetings scheduled via a personal scheduling link.
Your Personal Scheduling link is a public URL that you can share with anyone to easily book a meeting with you! Add this self scheduling option to an email, share it via SMS or chat, or integrate it with your web lead forms.
Customizing your Scheduling Link
Activate and customize your Personal Scheduling link under Meeting Types.
All scheduling links start with https://zoom.ai/go/ -- and end with the custom name that you enter. Each meeting type has it's own link, allowing the settings for each type to automatically be applied to the associated scheduling link. This makes it easy to have one link for 30min coffee meetings, another one for 2 hour dinner meetings, and another for standard 1 hour meetings.
Activating your scheduling link: To activate you link simply enter a unique name at the end of the link, and then copy and share. Once invitees click the link and arrive on your scheduling page, they'll be able to select the time that works best for them based on your availability.
Updating your scheduling link: You can update your link name at anytime but it's important to know that if you do so, the original customized short link will no longer work (although the actual long link it refers to will). Once you give up a URL someone else could also now claim it. Meetings you previously booked with the old URL will not be impacted.
TIP! We highly recommend setting Lead Time if you are using the personal scheduling link - to avoid being caught off guard with a last minute meeting.
Sharing your Scheduling Link
It's easy to send your personal scheduling link to your clients or prospects - simply copy it and then drop it in an email, or even add it to your email signature so prospects can schedule time with you as needed.
Here's a few ideas of how to use your scheduling link:
- Add it to the body of an email - so the email recipient can easily schedule a meeting with you
- Add it to your email signature - so any email recipient / outbound leads can book time with you
- Add it to a web form - and use Zoom.ai to book all your demos or discovery calls
- Share via SMS / LinkedIn or on your favourite chat platform
Clicking on your personal scheduling link will take the invitee to your personal scheduling form. The invitee will first be prompted the provide their Name and Email Address. This is required so you know who is booking a meeting with you - and so Zoom.ai can send the attendee the meeting calendar invite once they select a time. Want to Auto-Populate the Name / Email? Scroll down to 'Advanced Options' below.
Upcoming Meetings Warning: If the invitee already has existing meetings with you, then we will show a message educating them how to make changes to the existing meetings, and giving them an option to schedule a new meeting. While we already provide a link in the confirmation email that invitees can use to reschedule or cancel a meeting they booked, this message helps ensure invitees don't book a NEW meeting with your scheduling link, while attempting to reschedule an existing one.
Selecting a Time
After the Name and Email details are submitted the "Select a time" button takes the invitee to your personal scheduling page, where they will be able to select the time that works best for them based on your availability. This page includes details such as your name, the meeting duration, and the meeting type. Remember we don't share the personal details of your schedule, we just show the time slots when you are free.
Once an invitee selects a time we then send both you and the invitee a calendar invite. We also notify you (using your preferred notification message - email or chat), and confirm the details with the invitee by sending an email confirmation. It's that easy!
Basic Plan Restrictions
Zoom.ai Basic (free) users are subject to the following personal scheduling link restrictions:
- Scheduling links are only available for the default Meeting Type. Users must upgrade to access scheduling links for other meeting types.
- Scheduling links will expire after 2 weeks (from when the link was created). Users can regenerate by reactivating with a new handle.
Auto-Populate Name / Email
You can customize your scheduling link to auto-populate with the name / email from a lead form; for example so you can pass these details when a prospect submits a "Book a Demo" form.
Use the form action below with your form page button:
<em><form action="https://zoom.ai/go/customname" method="post" enctype="text/plain">Name:<br> <input type="text" name="name"><br>E-mail:<br><input type="text" name="email"><br><input type="submit" value="Send"><input type="reset" value="Reset"></form></em>