TABLE OF CONTENTS

I. Add Zoom to Meeting if Integrating Zoom Account

II. Add Zoom to Meeting if NOT Integrating Zoom Account


I. Add Zoom to Meeting if Integrating Zoom Account

If the Zoom account is integrated, Boardable will create the Zoom meeting and provide the link!

To include the Zoom link in a Boardable meeting:

  1. Begin by creating a meeting

    1. Click Meetings from the main menu panel, then click + Add Meeting

    2. Enter appropriate meeting information

  2. Under Video Options, click Zoom

    1. If a Zoom account is currently linked, it will show that Boardable will create the Zoom meeting once the meeting is published

      1. If desired, a password can be entered under Zoom Meeting Password - this will set the password in Zoom for the Zoom meeting (when created by Boardable) to whatever is typed here; leave blank if no password is needed

      2. If desired, additional Zoom settings can be specified for the meeting, click Advanced Zoom Settings

        1. A drop-down will display with additional Zoom options - these are settings for this particular meeting

        2. Click options as desired, then click Advanced Zoom Settings again to hide the display

    2. If a Zoom account is not yet integrated, the option to integrate is provided; click Connect Zoom

      1. Note: the red highlight is an indicator that the Zoom account is not properly integrated and requires action

      2. Please refer to Related Articles if more details on integrating are desired

  3. Continue entering meeting details and click Save

    1. This will open the meeting's meeting page

  4. When ready to fully publish, click Publish Full Meeting from the meeting page menu on the right

  5. Ensure that Send email calendar invite is checked, then click Publish

    1. This is a very important step because this is how Boardable communicates with Zoom in order to create the Zoom meeting and link

    2. Be sure to include notifications to invitees (ensure appropriate names are checked)

  6. Invitees (if checked in previous step) will receive an email that includes the Boardable meeting link as well as the direct Zoom meeting link (if the invitee does not want to log in to Boardable)

  7. Verify! Once published, use either of these methods to verify the Zoom meeting was properly created

    1. Check the detailed meeting information

      1. Click Edit Meeting Info in the right menu panel

      2. Check to ensure that Zoom is selected under Video Options and a Meeting ID is displayed

    2. Check the Boardable meeting link

      1. Click Join Meeting from the meeting page

      2. Check to ensure a Meeting ID is properly displayed above the Open Zoom button

    3. If the Zoom Meeting ID is not displayed after fully publishing the meeting, please refer to Related Articles for troubleshooting Zoom Integration

II. Add Zoom to Meeting if NOT Integrating Zoom Account

The Zoom link can still be included when sending out a Boardable invitation if there is no desire to integrate the Zoom account. This will simply require entering meeting information into two applications (Boardable and Zoom).

To include a Zoom link in a Boardable meeting if not integrating a Zoom Account:

  1. Begin by creating a meeting in Zoom (or navigating to one already created)

    1. If the meeting has already been created, open Zoom and and navigate to the meeting, then click on the meeting name to open it; continue to step 2

  2. After saving the Zoom meeting (or opening it)

    1. Highlight the URL next to Invite Link and press Ctrl+C (Windows) or Cmd+C (Mac) on your keyboard to copy it to the clipboard

      1. Copy Invitation would not work in this situation - it contains more information than simply the link

  3. Return to Boardable and create a meeting (or edit a meeting already created)

    1. Click Meetings from the main menu panel, then click + Add Meeting

    2. Enter appropriate meeting information

  4. Under Video Options, click Other Link

    1. Click into the box under Remote URL so that the cursor is in the box

    2. Press Ctrl+V (Windows) or Cmd+V (MAC) on your keyboard to paste the invite link previously copied from Zoom

    3. Add any additional information that may be useful under Remote URL Access Info

  5. Continue entering meeting details and click Save

    1. This will open the meeting's meeting page

  6. Once the meeting is published and notifications sent, invitees will receive an email that includes the Boardable meeting link as well as the direct Zoom meeting link (if the invitee does not want to log in to Boardable)

    1. The Zoom link will be noted as video conference since Other Link was used


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