Scheduling calls on Zoom

Zoom is a cloud-based video conferencing service that allows you to host and join online meetings with your team members, clients, or anyone else. You can use Zoom to schedule calls on Insightgig and invite participants via email. Zoom offers many features to enhance your online meetings, such as screen sharing, chat, breakout rooms, polls, reactions, and more.

Scheduling a meeting in InsightGig can be done in two places to achieve two different goals.

1. To understand an expert's profile better before sharing the brief. For this instance, there is a 'Schedule a meeting' button on the profile page (full view) of each expert on the platform.    
2. While collaborating with an expert on a project. For this instance, there is a 'Schedule a meeting' button on the top left side of the project collaboration page.  

Once you click the 'Schedule a meeting' button, a dialog box will open with a form allowing you to create a video conference call on Google Meet or Zoom. In the case of the profile page of an expert, the call will be a 1:1 with the expert from whose profile you initiated the meeting. On the project collaboration page, you can choose the participants on the call from the list of participants collaborating on the project.  

In this article, let's see how you can use Zoom from the project collaboration page. The workflow to schedule a Zoom meeting from the brief page is similar.

Linking your Zoom account with InsightGig   

Before you can start scheduling video conference calls from inside the InsightGig account, you need to link your InsightGig account with your Zoom account. Essentially, you are giving permission to InsightGig software to access and create meetings on your behalf. This is a one-time activity. Let's see how this can be done. 

• You will see this dialog box when you click the Schedule a meeting button.  Click on the 'Zoom' logo to proceed further. 

• You will see this screen with a Sign in with Google button. Click on it to proceed further. 

• You will be redirected to Zoom's web portal.
• Once you are logged in, you'll be redirected back to our platform and can proceed to connect the calendar.
• To complete the integration, you'd need to click on 'Connect Calendar', which will let you connect your Google account. You will be asked to 'Sign in with Google'.
• This will open up the default Google Sign-In window listing your Google Account.
• Proceed to choose the account and sign in with Google. You will need to give permission to InsightGig to view and edit your calendars on Google by pressing the Continue button on this screen. 
• And that's it! You are ready to schedule calls on Zoom seamlessly from within the InsightGig platform.  

Scheduling Zoom Meet

When you click the Schedule a Meeting button after the one-time linking process, you will see a pop-up window with a form. 

You need to fill in the following information. 

• Title: The title you want to give for the meeting. This will correspond to the title field of the meeting on  Google calendar. Simple enough!  
• Description: The description of the meeting's objective. This will correspond to the description field of the meeting on the Google calendar. 
• Starting date & time: The starting date & time of your meeting. 
• Ending date & time: The ending date & time of your meeting. 
• Collaborators: If you click the Schedule a meeting button on the project collaboration page, you will see this additional field. You can choose which of the collaborators should be part of the meeting. This field will not be visible when you click the Schedule a meeting button on the brief.   

Once you fill up all the fields, the 'Create meeting' button will activate. Click on it, and you are done! You will see a temporary message just below the Schedule a meeting button indicating that the meeting has been scheduled.