This article is for Coaches only.
This guide explains how to link your Zoom or Microsoft Teams account, add a custom video meeting link, and set your default conferencing option — both during onboarding and from Account Settings. These settings apply to both 1:1 and group coaching sessions.
📝 Note: Admins can view your conferencing settings from your profile page, but cannot make changes on your behalf.
Prerequisites
- Your organization must have conferencing enabled. Available options (Zoom, Teams, and/or custom links) depend on your organization's configuration. Contact your program administrator if you do not see conferencing options.
- To link Zoom or Teams, your calendar must also be synced via Cronofy. If you have not yet synced your calendar, see Syncing Your Calendar and Updating Your Calendar Settings before completing this setup. A custom video meeting link does not require a synced calendar.
- If setting up conferencing during onboarding, complete the Link your calendar step first.
Set Up Conferencing During Onboarding
When conferencing is enabled for your organization, a Conferencing step appears in the onboarding flow after the calendar linking step.
1. In the Conferencing step, review the conferencing options available to your organization.
2. Link Zoom (if enabled for your organization)
- Click Link Zoom.
- Follow the prompts to authorize your Zoom account.
- Once linked, Zoom appears as an available conferencing option.
3. Link Teams (if enabled for your organization)
- Click Link Teams.
- Follow the prompts to authorize your Microsoft Teams account.
- Once linked, Teams appears as an available conferencing option.
4. Add a custom video meeting link (if enabled for your organization)
- Enter your video meeting URL in the Custom video meeting link field.
- Click Save.
- Tip: A custom video meeting link does not require a synced calendar.
5. Set your default conferencing option
- Select the radio button next to the option you want to use as your default.
- Exactly one option must be set as default before you can proceed.
Alert: If your organization requires the Conferencing step (the skip option is not available), a message will indicate that conferencing setup is required. You must link at least one conferencing option and set a default before you can continue onboarding. If you disconnect your only linked account or your default provider, you must select a new default before proceeding — even if skip is enabled.
6. Click Continue (or Next) to proceed to the next onboarding step.
💡 Tip: Your conferencing settings are saved to your account and can be updated anytime from Account Settings > Conferencing.
Manage Conferencing From Account Settings
Use the Conferencing tab in Account Settings to update your linked accounts, add a custom link, or change your default at any time after onboarding.
1. Click your profile icon and select Account Settings.
2. Click the Conferencing tab.
3. Link or disconnect Zoom
- To link: Click Link Zoom and follow the authorization prompts.
- To disconnect: Click Disconnect next to your Zoom account.
Alert: If Zoom is currently your default and you disconnect it, you must select a new default conferencing option before leaving this tab.
4. Link or disconnect Teams
- To link: Click Link Teams and follow the authorization prompts.
- To disconnect: Click Disconnect next to your Teams account.
Alert: If Teams is currently your default and you disconnect it, you must select a new default before leaving this tab.
5. Add or update your custom video meeting link
- Enter or update the URL in the Custom video meeting link field.
- Click Save.
- Tip: A custom video meeting link does not require a synced calendar.
6. Set your default conferencing option
- Select the radio button next to the option you want as your default.
💡 Tip: Your default conferencing option is used when scheduling sessions where no program or company preference overrides it — across both 1:1 and group coaching sessions.
What Happened to the Video Conference Link Field
If you previously saved a video link on your Profile page, that link has been automatically moved to the Conferencing tab in Account Settings as your custom video meeting link. No action is needed — it remains available for scheduling.
The Video Conference Link field no longer appears on the Profile page.
Related Articles
- Release Notes: Conferencing Enhancements (v64): Release v64 — April 29, 2026
- Scheduling Sessions: https://soundingboardinc.zendesk.com/hc/en-us/articles/4406539012251
- Onboarding to the Sounding Board Platform: https://soundingboardinc.zendesk.com/hc/en-us/articles/19558055332891
- Setting a Program Conferencing Preference [link TBD]