To install the Outlook add-in:
- Open Outlook and sign in to your account.
- Switch to Mail view, click the ellipsis button
, and then select Get Add-ins. Outlook will open a browser to manage your add-ins.
- Search for Zoom for Outlook, or switch to the Admin-managed tab to view add-ins made available by your account admins.
- Click on Zoom for Outlook and then click Add.
Scheduling a meeting
Note: Your scheduler settings are synced from the Zoom web portal.
- Open the Outlook desktop app and switch to calendar view.
- In the Home tab, click New Event.
- Enter meeting details like the title, location, and guest list.
- Click the three dots
in the top toolbar and select Zoom. You will see the Zoom sidebar open, prompting for your Zoom credentials.
Note: You can also customize the toolbar so that the Zoom option is always visible. Click the three dots
, 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.
Viewing and editing meetings
- 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. You will see the Zoom sidebar open.
Note: You can also customize the toolbar so that the Zoom option is always visible. Click the three dots
, 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.