TABLE OF CONTENTS
I. Introduction: Zoom and Boardable Meetings
There are two ways to add a Zoom meeting to Boardable.
The first option is to integrate the Zoom and Boardable accounts. This lets Boardable automatically create a Zoom link for fully published Boardable meetings.
This strategy is recommended for Zoom accounts which are not shared between multiple users.
The second option is to create a Zoom meeting manually, then copy and paste its link into the settings of the Boardable meeting.
This strategy is recommended for Zoom accounts which are shared between multiple users.
II. Add Zoom to Meeting via Integration
To have Boardable automatically create a Zoom meeting from the meeting owner’s account and provide its link:
Open Create a Meeting or Edit Meeting menu
To learn how to do this, please see Related Articles
Under Video Options, click Other Video
Other video dropdown defaults to Zoom
Connect to Zoom if needed
Click Connect to Zoom
Complete Zoom login prompt in new tab or window
Return to tab or window with Boardable open
Accept default Zoom settings, or toggle on advanced options
Complete remainder of Create a Meeting or Edit Meeting menu as directed in Related Articles
III. Add Zoom to Meeting without Integration
To include a Zoom link in a Boardable meeting if not integrating a Zoom Account:
Create a Zoom meeting, or navigate to an existing Zoom meeting
Zoom meeting settings and information open
Copy the URL next to Invite Link
Copy Invitation cannot work for this purpose — it contains more information than just the link
Return to Boardable and create a Boardable meeting (or edit an existing meeting)
To learn how to do this, please see Related Articles
Under Video Options, click Other Video
Click Other Video dropdown to expand options
Click Other
Paste the URL copied during step 1 into the URL text box beneath this
Complete remainder of Create a meeting or Edit Meeting menus as directed in Related Articles
Related Articles
Create a Multi-Day Meeting: learn how to create a multi-day meeting in Boardable for retreats, conferences or any meeting that spans more than one day
Create a Recurring Series: learn how to create a recurring meeting in Boardable for quarterly meetings or any regularly scheduled meetings
Create a Meeting with Scheduling Poll: create a meeting by sending out date and time options to the invited members, collect availability, and determine the best meeting option
Edit a Single or Multi-Day Meeting: learn how to edit meeting information for a single date or a multi-day meeting in Boardable
Edit and Understand Recurring Meetings: learn how to edit all dates. or a single date, within a recurring meeting series, and learn more about working with recurring meetings