Scheduling a Zoom Phone Conference in Outlook

Issue/Question

How do I schedule a Zoom phone conference using Outlook?

Environment

• Zoom
• Outlook

Resolution

1. Make sure you have the Zoom Outlook Plugin installed.
2. Open Outlook. You should see the plugin in the Home ribbon at the top.
3. In the Home ribbon, click Schedule a Meeting. A new message window should appear along with a meeting settings window.
4. Select the options you would like the meeting to have, such as if you want participants to start with video on or off by default.
5. Under Audio, select Telephone to schedule an audio-only conference.
6. Under Advanced Options, select Join Before Host.
   Note: Join before host allows attendees to join the meeting before the host joins or when the host cannot attend the meeting. This is highly recommended. 
6. When you are finished click continue.
7. The plugin will automatically create a link to the meeting in the body of the email. In the top ribbon of the email select the time and date for the meeting and enter in any participants you wish to send the link to.