Add Zoom Add-in to Windows and Mac

These instructions will guide you through adding the Zoom Add-in to your Outlook. Scroll down past Windows instructions for Mac steps.

Installing the Zoom Add-in for Outlook (Windows)

Quick Steps Overview

1. Get Add-Ins
2. Search “Zoom”
3. Add “Zoom for Outlook Add-in"
4. Go to Calendar
5. Create New Meeting
6. Add a Zoom Meeting
7. Log in with SSO
8. Enter domain: financialguide
9. Authenticate

Before You Begin

1. Remove the Zoom Plug-in App

• Go to Settings > Apps > Installed Apps
• Scroll to Zoom Plug-In
• Click the three dots to the right
• Select Uninstall

Add

1. Open Outlook

• On the Home tab, click Get Add-ins

2. Search and Add Zoom

• In the left navigation, select All
• Type Zoom in the search bar
• Click Add next to Zoom for Outlook Add-in

Close and reopen Outlook. 

📝 Note: The Zoom Add-in is now accessed via the New meeting window, not the Calendar Home tab. The new Zoom icon is below.

Create a Zoom Meeting

1. Open a New Meeting

• On the Outlook Home tab, click New Meeting
• In the meeting window, click Add a Zoom Meeting

Open / Zoom log in for Windows

2. Log in with SSO

• On the Zoom login screen, click SSO
• Enter domain: financialguide
• Click Continue

3. Authenticate

• A browser window will open
• Log in and authenticate if prompted
• Check Always allow and click Open

Additional steps may be necessary

If you still see the old Zoom plug-in, you should disable the Zoom Plug-in in Outlook.

• Open Outlook
• Go to File > Options > Add-ins
• At the bottom, next to Manage: COM Add-ins, click Go
• Uncheck Zoom Plug-in
• OK

Installing the Zoom Add-in for Outlook (macOS)

Quick Steps Overview

1. Open Outlook
2. Go to Home > Get Add-ins
3. Search for "Zoom for Outlook"
4. Click Add
5. Go to Calendar
6. Create New Meeting
7. Click Add a Zoom Meeting
8. Log in with SSO
9. Enter domain: financialguide
10. Authenticate via browser

Before You Begin

Remove the Old Zoom Plug-in (if installed):

• Open Finder > Applications
• Locate Zoom Plugin for Outlook
• Drag it to the Trash or right-click and select Move to Trash
• Empty the Trash to complete removal

Installing the Zoom Add-in

• Launch Outlook for Mac and click Get Add-ins from the Home tab.

2. Search and Add Zoom

• In the Add-ins window, go to the All tab, type 'Zoom' in the search bar, and click Add next to Zoom for Outlook Add-in and click Continue on the License policy .
• Close and reopen Outlook.

Note: The Zoom Add-in is accessed via the New Meeting window, not the Calendar Home tab.

[Insert screenshot of New Meeting window with Zoom icon]

Creating a Zoom Meeting

• In Outlook, click New Meeting and then click Add a Zoom Meeting.

2. Log in with SSO

• On the Zoom login screen, click SSO, enter domain: financialguide, and click Continue.

No spaces

Additional Steps (if needed)

• If the old Zoom plug-in still appears:
• Open Outlook
• Go to Tools > Accounts > Add-ins
• Locate the Zoom Plug-in
• Uncheck or remove it

[Insert screenshot of Add-ins management screen]