You will need to create a Zoom account using your @thepropertyfactory.co.nz email address. You can use your Zoom account to book in online meetings with clients up to 40 mins, zoom is similar to Skype, but it works much better and seamlessly integrates with our other systems. To get set up:

1. Sign up with your The Property Factory email address (insert sign up link)

2. Put in your date of birth

3. Confirm your email address

4. Check your emails and click on “Activate” your Zoom account.

5. Then put in your name and choose a password.

If you have any questions on this please contact Rochelle Jaeschke preferably via Slack or at rochelle@thepropertyfactory.co.nz and she will assist you.

When you link your calendly account with your zoom account, each time a client books in a meeting with you, it automatically generates a zoom link for the meeting.

1. Log in to Calendly and go to the Integrations tab. Then click on the Zoom icon.

2. Click on “Connect Zoom”

3. Click on Manage Integration (under “Go to Event Types”) to ensure your email address is there

4. Go back to your home page, click on the gear icon for one of your event types. Click edit

5. Click on “What event type is this?”, location as Zoom and hit Save & Close. You will need to do this for all of your events.

6. You clients will receive the invitation with a Zoom link and password (see example below)

If you have any questions on this please contact Rochelle Jaeschke preferably via Slack or at rochelle@thepropertyfactory.co.nz and she will assist you.

How to: set up your free Zoom account

How to: Link Calendly and Zoom to book in meetings with clients