Managing Zoom Scheduler delegates

Scheduler allows you to assign delegates who can help create, edit, and manage booking pages and scheduled events on your behalf. This is especially helpful for teams where assistants, coordinators, or support staff handle scheduling duties on behalf of others.

Delegation in Scheduler makes it easy for users to share scheduling responsibilities without requiring admin-level permissions. Delegates can support one or multiple users, and delegators can update or revoke access at any time.

Requirements for managing Zoom Scheduler delegates

• Zoom Scheduler enabled
• The assigned user must also have a Scheduler license

What delegates can do

When a user assigns you as their delegate, you can:

• Create booking pages on their behalf
• Edit booking pages they own or have shared edit access to
• Delete booking pages they own
• View and manage their scheduled events (cancel, reschedule, and initiate refunds)
• Create and edit their notifications and workflows
• View their booking pages in your Scheduler dashboard
• View their scheduled events in your Scheduled Events page
• View their availability when creating one-off schedules
• Receive event notifications where the delegator is the host

Notes:

• Delegates can manage notification settings for booking pages they own or host.
• Delegates are CC’d on all event related emails where the delegator is the host.
• If a delegate’s or delegator’s license is removed, the associated delegate relationship is automatically removed.

What delegators can do

If you assign someone as your delegate, you can:

• Allow them to create, edit, and manage booking pages on your behalf
• Allow them to manage your scheduled events
• View and manage your list of delegates
• Revoke access at any time

Notes:

• Delegators can view and edit booking pages that their delegates own or have edit access to.
• Delegators do not see their delegate’s calendar details when creating a one-off schedule.
• If a delegate’s or delegator’s license is removed, the associated delegate relationship is automatically removed.

How to add/remove Zoom Scheduler delegates

To add Scheduler delegates

1. Sign in to the Zoom web portal.
2. In the left navigation menu, click Scheduler.
3. Click Settings, then open the Profile tab.
4. Scroll down to the Delegated scheduling section.
   By default, this section will be empty.
5. Click Assign delegates. A modal will appear.
6. Search for a user by name or email. Matching results will appear in the dropdown.
7. Select the user. Their name/email will appear as a tag in the input field.
8. After adding the user, they will appear in the delegate list and receive an email notification.

Note:

• You can only assign users within your organization as delegates.
• The assigned user must also have a Scheduler license.

To remove Scheduler delegates:

1. Sign in to the Zoom web portal.
2. In the left navigation menu, click Scheduler.
3. Click Settings, then open the Profile tab.
4. Scroll down to the Delegated scheduling section.
5. Click the trash bin icon next to the delegate’s name/email.
6. Click Remove in the confirmation dialog. After confirming, the delegate will be removed.