The Zoom for Outlook add-in lets you add a Zoom meeting to a new or existing Outlook calendar event. Once it is installed, you can schedule, edit, and remove Zoom meetings without leaving Outlook.
Note: If you install the Zoom for Outlook add-in in Outlook on the web first, it will also be added to the Outlook desktop app (Mac and Windows) after you restart Outlook.
How to install the add-in for Outlook (web)
You can install the Zoom for Outlook add-in for your own use if installing add-ins is permitted by your Office 365 administrator.
- Go to Zoom for Outlook in the Microsoft App Store.
- Click Get It Now.
- Follow the Microsoft App Store prompts to complete the installation.
Once the add-in is installed, you can schedule and edit meetings as described below.
How to schedule a meeting
Note: Your scheduler settings are synced from the Zoom web portal.
Important: Set the date and time of the calendar event
before you add the Zoom meeting, so the Zoom meeting is scheduled for the correct date and time. If you add the Zoom meeting first, it is scheduled for the default date and time of the new event, which can cause the
meeting to expire before your intended start date.
- Open your Outlook web calendar and click New Event to create a new calendar event.
- Enter meeting details like the date and time of the meeting, title, location, and guest list.
- Click Zoom and then Add a Zoom Meeting.
- Sign in to your Zoom account.
If you are not signed in, a sidebar will open prompting for your Zoom credentials. If you are already signed in to the Zoom web portal, it will log you in automatically.
Note: The meeting settings will automatically populate with your default settings in your Zoom web portal.
- (Optional) If any details, such as the date and time, are changed after you added the Zoom meeting, click the Update option in the Zoom panel to sync the changes with the scheduled Zoom meeting.
- (Optional) To add a whiteboard to a meeting, click Add Attachment, then select a whiteboard from the Zoom Whiteboard dashboard window.
- Complete adding details to the calendar event and click Save.
- Open the Outlook desktop app and switch to calendar view.
- In the Home tab, click New Meeting.
- Enter meeting details like the title, date and time, location, and guest list.
- Click the ellipsis (three dots) icon in the top toolbar.
- Under Zoom, click Settings.
The Zoom sidebar will open, prompting for your Zoom credentials.
- Select your desired video, audio, and meeting settings. Click Add Zoom Meeting to add Zoom join details to the meeting.
- (Optional) If any details, such as the date and time, are changed after you added the Zoom meeting, click the Update option in the Zoom panel to sync the changes with the scheduled Zoom meeting.
- Complete adding details to the calendar event and click Send.
- Open the Outlook desktop app and switch to calendar view.
- In the Home tab, click New Event.
- Enter meeting details like the title, date and time, location, and guest list.
- Click the three dots in the top toolbar and select Zoom. The Zoom sidebar will open, prompting for your Zoom credentials.
Note: You can also customize the toolbar so that the Zoom option is always visible. Click the ellipsis icon, select Customize Toolbar, and then use the window to drag Zoom onto the toolbar.
- Click Zoom and then Add a Zoom Meeting.
- Select your desired video, audio, and meeting settings. Click Add Zoom Meeting to add Zoom join details to the meeting.
- (Optional) If any details, such as the date and time, are changed after you added the Zoom meeting, click the Update option in the Zoom panel to sync the changes with the scheduled Zoom meeting.
- (Optional) To add a whiteboard to a meeting, click Add Attachment, then select a whiteboard from the Zoom Whiteboard dashboard window.
- Complete adding details to the calendar event and click Save.
- Open the Outlook mobile app and switch to calendar view.
- Tap the + (add) button to create a new calendar event.
- Enter meeting details like the title, date and time, location, and guest list.
- Just below the Location field, tap the toggle next to Zoom.
Note: If you see another meeting service listed instead of Zoom, tap the Meeting Provider field and then select Zoom.
- If you are using the add-in for the first time, sign in to your Zoom account.
The meeting URL will be added to the location field, and the invite will be added to the description field.
Note: The meeting settings will automatically populate with your default settings in your Zoom web portal.
- Tap the check mark at the top of the screen to save the meeting.
How to view, edit, and remove meetings
- Open your Outlook web calendar.
- Click a Zoom meeting, and then click Edit.
- Click the ellipsis (three dots) icon in the top toolbar. Sign in to your Zoom account if prompted.
- Click Zoom.
- Click Settings.
- Change your meeting options and click Update to apply the changes.
Tip: Click Load default settings to load your default settings found in your Zoom web portal.
- (Optional) Click Remove if you want to delete the Zoom meeting from the event.
- Open the Outlook desktop app and switch to calendar view.
- Double-click a Zoom meeting to display the meeting details.
- Click the ellipsis (three dots) icon in the top toolbar.
- Under Zoom, click Settings.
The Zoom sidebar will open.
- Change your meeting options and click Update to apply the changes.
- Open the Outlook desktop app and switch to calendar view.
- Double-click a Zoom meeting to display the meeting details.
- Click Edit Event.
- Click the three dots in the top toolbar and select Zoom. The Zoom sidebar will open.
Note: You can also customize the toolbar so that the Zoom option is always visible. Click the ellipsis icon, select Customize Toolbar, and then use the window to drag Zoom onto the toolbar.
- Click Zoom and then Settings.
- Change your meeting options and click Update to apply the changes.
- Click Save to save the changes to the calendar event.