Configuring Zoom Scheduler Management

Account owners and admins can manage customization settings for all users in their account. They can implement a custom public page link and/or a custom logo for their users. Once an admin applies a custom setting for their account, users cannot edit those settings set by the admin.

This article covers:

• How to access Scheduler Management
• How to manage the Customization tab
  • Customize a user's public page link
  • Customize a user's logo
  • Customize a user's profile
  • Manage the vanity URL
  • Manage the Event Types section
  • Manage the Scheduler Workflow
• How to manage the Integration tab
  • Add an integration
• How to manage the Analytics tab

Prerequisites for configuring Zoom Scheduler Management

• Account owner or admin privileges
• Zoom Scheduler add-on

How to access Scheduler Management

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Scheduler Management.

How to manage the Customization tab

Customize a user's public page link

Changing the following options will invalidate all previous links and require users to update their shared links.

Note: A public page link format must contain at least 1 variable.

1. Access Scheduler Management in the Zoom web portal.
2. Click the Customization tab, then locate the Customize user's public page link setting.
3. Select from the following settings:
   • Allow users to customize their public page links 
   • Set a specific page link format for all users: Standardize the custom URL in all users' accounts. Users will be unable to edit their public page link if this setting is enabled.
     1. After selecting this setting, enter a page link in the text box.
     2. Under the text box, click + Add variable, then select a variable from the dropdown menu.
        You can type before or after the variable label.
     3. Click Save.
        Your page link format will be saved. 
     4. (Optional) Under the page link format setting on the web portal, click Edit to edit the page link format.
4. Click Save.

Customize a user's logo

Display the customized logo on users’ Scheduler pages.

1. Access Scheduler Management in the Zoom web portal.
2. Click the Customization tab, then locate the Customize logo setting.
3. Select from the following settings:
   • Allow users to customize the logo for their own schedule pages
   • Apply a logo to all users’ schedule pages: Upload and set a logo for all users' scheduling pages.
     Note: JPEG and PNG files are accepted. The maximum size is 2 MB. It is recommended to use 320px x 80px for the best display.
     
     1. After selecting this setting, click Upload logo.
        A pop-up window will appear.
     2. In the window, drag and drop an image or choose a file to upload.
     3. Click and drag the crop area to determine which part of the image is shown.
     4. Click Upload.
        The uploaded logo will appear on the web portal.
     5. (Optional) Under the logo setting on the web portal, click Change logo to upload another logo image.
     6. (Optional) Under the logo setting on the web portal, click Remove to delete the logo image.
        Note: When you delete the custom logo, it will revert to the Zoom logo.
4. Click Save.

Customize a user's profile

1. Access Scheduler Management in the Zoom web portal.
2. Click the Customization tab, then locate the Customize user's profile setting.
3. Select from the following settings:
   • Allow users to customize their display name and profile picture: This setting allows users to change their display name and edit their profile picture.
   • Use the display name and profile picture synced from Zoom Profile: This setting will use the user's display name and profile picture synced from the user's Zoom profile.
4. Click Save.

Manage the vanity URL

A vanity URL allows users to have access to features on the user's Zoom account, such as branding and single sign-on (SSO) services.

1. Access Scheduler Management in the Zoom web portal.
2. Click the Customization tab, then locate the Vanity URL setting.
3. Select from the following settings:
   • Users are prohibited from using the vanity URL
   • Allow users to use vanity URL
4. Click Save.

Note: If the account owner or admin configures the Vanity URL and enables it, their users can use it on their public booking page and share the link. Also, if the Allow users to use Vanity URL is enabled, users will be forced to use the Vanity URL and all created schedules will be modified with the Vanity URL.

Manage the Event Types section

Manage access to shared event types

1. Access Scheduler Management in the Zoom web portal.
2. Click the Customization tab, then locate the Who can create new shared event types? setting in the Event Types section.
3. Select from the following settings:
   • All members of my organization
   • No one
4. Click Save.

Set default availability for team event types

1. Access Scheduler Management in the Zoom web portal.
2. Under Choose the default availability for team event types, select from the following options:
   • Set same hours for all hosts
   • Set different hours per host
3. Click Save.

Enable or disable custom attendee questions

1. Access Scheduler Management in the Zoom web portal.
2. Under Custom attendee questions, click the Allow hosts to add custom attendee questions to any schedule type toggle to enable or disable it.
3. Click Save.

Add feedback to attendee question

1. Access Scheduler Management in the Zoom web portal.
2. Under Add "Please share anything that will help prepare for our meeting" as a default attendee question when create event types?, select from the following options:
   • Yes
   • No
3. Click Save.

Manage the Scheduler Workflow

Workflows automate tasks surrounding your events. You can determine which members of your organization can create and manage workflows.

1. Access Scheduler Management in the Zoom web portal.
2. Click the Customization tab, then locate the Who can create, edit and delete workflows? setting.
3. Select from the following settings:
   • All members of my organization
   • Only admins and the owner
4. Click Save.

Choose a default type of Office 365 for users

1. Access Scheduler Management in the Zoom web portal.
2. Click the Customization tab, then locate the Choose a default type of Office 365 for users setting in the Event Types section.
3. Select from the following settings:
   • Office 365 global services: Select this option when users in your account are members of a tenant in standard Office 365 or Office 365 Government Community Cloud (GCC).
   • Office 365 Government Community Cloud (GCC) High: Select this option only when end user accounts are members of a tenant in Office 365 Government Community Cloud (GCC) High.
   • Office 365 operated by 21Vianet: Select this option only when end user accounts are members of a tenant in Office 365 operated by 21Vianet in China.
4. Click Save.

How to manage the Integration tab

Add an integration

1. Access Scheduler Management in the Zoom web portal.
2. Click the Integration tab.
3. (Optional) At the top of the page, use the search bar to search for an integration by name.
4. In the top-right corner, click + Add Integration.
   A pop-up window will appear.
5. In the window, choose the external application you would like to connect with.
6. Select the connection method.
7. Click Next.
8. Set up the external application:
   • Enter a name for the connection.
   • Select the connection environment.
   • Sign in to the connection.

After following the steps to set up the integration, it will be added to the Integration tab.

How to manage the Analytics tab

Account owners and admins and hosts can use Zoom Scheduler analytics and reporting to see how their users leverage Zoom Scheduler bookings and identify trends in their usage.

Learn more about managing Zoom Scheduler analytics.