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Integrating Google Meet and Microsoft Teams with the Optimal Scheduler

Learn how to get set up with your video conferencing tool to automatically generate session links and attach links to your scheduled sessions.

Updated today

You have the option in Optimal Interviews to connect with your Google Meet or Microsoft Teams account to automatically generate session links and attach the links to your scheduled sessions. This means you do not have to manually add links to your sessions.

The link will be included in your automated booking confirmation and session reminder email messages.

Integration with Zoom is on the roadmap and coming soon.

How to connect

After creating an Interviews study, click on Audience in the left panel, then Schedule.

  1. Under Schedule, you can click on the dropdown under Link.

  2. Click on your video conferencing provider

  3. After selecting one, you’ll be directed to connect your account and grant that tool access to Optimal.

Disconnecting your account

If you wish to disconnect your account, go to My profile > Integrations. Click on the connected tool and then the three dots to access Disconnect.

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