How do I book a Zoom meeting with Cloze?

Note: This feature is currently in beta and requires you to enable the Book Meeting feature in settings. While this feature is in beta, navigate to settings on your computer.

Schedule Zoom Meetings Inside Cloze

Now you can book Zoom meetings directly from Cloze using your connected Google or Microsoft 365 (Outlook) calendar—no need to jump between apps. This new scheduling feature helps you save time, stay organized, and keep every meeting tied to the deals and people that matter most.

Here’s what you can do:

Invite team members or clients to the meeting
Instantly see your availability while booking
Tag the meeting as a Showing, Listing Presentation, or other Cloze activity measure
Link the appointment to a specific property or contact
Drop in notes to prep or follow up
Automatically include Zoom meeting information

⚠️ Before starting these instructions, please enable the Book Meeting feature in settings.

Book a Zoom meeting with Cloze

To book a meeting, tap on the compose icon in the upper right corner (a) and select Book Meeting (b).

Tap on the compose icon in the upper right and select Book Meeting.

When booking, you'll see several options (many are optional). Navigate to Calendar Settings to adjust your defaults and set visibility (optional).

Set the meeting topic.
Invite people to your meeting.
[Optional] Set the type (based on Cloze activity measures).
[Optional] Set what the meeting is related to (e.g. a property or person).
Set when the meeting starts (day/time).
Set the duration of the meeting.
See when you are free or busy (based on your connected calendars).

Add Zoom links to meetings

👉 Here are instructions on how to connect your Zoom account to Cloze.

Cloze Book Meeting: Include Zoom meeting information.

Optional: Add Notes

Cloze Book Meeting: Add notes to your meeting invite.