Zoom Scheduler Appointment Booking Workflow

Purpose

This SOP describes how to navigate the Zoom Scheduler interface to create booking pages and configure notification settings for appointment scheduling.

Scope

This procedure is intended for Zoom users with a Workplace Basic plan or higher who want to set up appointment scheduling. Follow this SOP when accessing the Scheduler feature, creating booking pages, or configuring automated notifications.

Prerequisites

• Active Zoom account with appropriate licensing

• Logged in to zoom.us

• Note: Some features require upgrading from the Basic plan to access multiple booking pages and advanced notification settings

Procedure

1. 1

   Navigate to zoom.us

   Open the Zoom web portal

   Navigate to zoom.us/myhome and sign in with your Zoom account credentials.

   Step 1 of 8
   
2. 2

   Open Scheduler

   Click the Scheduler menu item

   In the left sidebar navigation menu, locate and click on Scheduler under the My Products section.

   Step 2 of 8
   
3. 3

   Access Booking Pages

   View your booking pages dashboard

   The Scheduler opens to the Booking pages section by default. This dashboard shows:

   Step 3 of 8
   
4. 4

   Create New Booking Page

   Click to add a new booking page

   Click the Create booking pages button or the empty area to start creating a new booking page.

   Step 4 of 8
   

   Click: emptyItem
5. 5

   Select Appointment Type

   Choose your appointment type

   In the appointment type selection dialog, choose from the available options:

   Step 5 of 8
   

   Click: Appointment Type Selection | You…
6. 6

   Proceed to Next Step

   Click the Next button

   After selecting your desired appointment type, click the Next button to continue.

   Step 6 of 8
   

   Click: Next | appt-type-form-next-btn
7. 7

   Review Plan Limitations

   Review upgrade options

   If you are on the Basic plan, an upgrade dialog may appear stating: "Upgrade to create multiple booking pages"

   Step 7 of 8
   

   Click: Upgrade
8. 8

   Access Notification Settings

   Navigate to Notification settings

   To configure automated reminders, click on Notification settings in the left sidebar navigation menu.

   Step 8 of 8
   

Verification

After completing these steps, verify your access to Zoom Scheduler features:

1. Confirm the Scheduler option appears in your left sidebar navigation menu

2. Verify you can view the Booking pages dashboard

3. Check that your existing booking pages (if any) are visible

4. Review your plan status to understand which features are available vs. premium

Conclusion

You have successfully navigated to the Zoom Scheduler interface and reviewed the workflow for creating booking pages and configuring notification settings. Depending on your plan level, you can now create appointment booking pages or upgrade to access premium features like multiple booking pages, team scheduling, and automated notifications.