Using Easynote for Zoom

Steps to Link Easynote to Zoom: #

1. Log into your Easynote account.
2. On the top menu, select Integrations and then choose Video conferencing.
3. Click on Zoom followed by Connect Zoom.
4. At the bottom of the page, tick the box for ‘Allow this app to use my shared access permissions‘, then press the Allow button.

How to Set Zoom as the Event Location

Enabling Zoom as the location for a specific event type integrates Zoom into that event type. As a result, Zoom meeting details will be added automatically to all new events of the selected type.

For Users with Existing Event Type:

1. Navigate to the Easynote home page, find the gear icon for your event type, and click Edit.
2. Click on ‘What event is this?’.
3. In the ‘Add a location’ field, choose ‘Zoom Web conference’.
4. Hit ‘Save & Close’.

For Users without Existing Event Type:

1. On the upper-right corner of the Easynote   home page, click ‘Create’, then ‘Event type’.
2. Pick your preferred event type from the options:
   • One-on-One: This allows an invitee to choose a meeting time with you.
   • Group: This enables multiple invitees to schedule a meeting with you simultaneously.
3. Click ‘What event is this?’ and provide a name for your event.
4. In the ‘Add a location’ field, choose ‘Zoom Web conference’.
5. (Optional) Use the ‘Description/Instructions’ field to provide a summary or any specific details the invitee should be aware of regarding the event.
6. (Optional) Add a custom Event link. If you don’t provide one, an Event URL will automatically be generated.
7. Click ‘Next’ to save the event.

Please note: Depending on the event type you selected, other fields may appear.