Emissary primarily uses Zoom for engagement calls to better support global conferencing, file sharing, and video capabilities. If you are in an engagement that has Zoom capability, below is an outline of what the process will look like:

Adding a Call to Your Calendar

Option 1: Through Emissary Exchange

Once in Emissary Exchange, after you confirm a call time, you will immediately see this view:

adding a call to your calendar screenshot

Click on “Add to Calendar” to sync with your iCalendar, Outlook or Google Calendar. Once you have the event saved on your calendar, they should resemble the images below. Each calendar event will include a direct Zoom link along with other details for your upcoming call:

adding calendar with direct Zoom link screenshot


Option 2: Through Email

Once a call is confirmed, you will receive a confirmation email with information about your upcoming call. At the bottom of the email, there is a link that directs you to your Emissary Exchange dashboard, where you are able to sync the call with your calendar. If the confirmed time still works for you, your next steps are:

Click the Visit Emissary Exchange button at the bottom of the email.

Visit Emissary Exchange button screenshot

On the engagement call page, you will see the call detail information near the top. Click the “Add to Calendar” button. There will be an option to add the calendar event to your Google, iCal, or Outlook calendars.

add the calendar event to your Google screenshot

Once you’ve downloaded and synced with your calendar of choice, you will see a direct link to the Zoom conference bridge along with call details in the invite.

direct link to the Zoom conference bridge screenshot

Joining the Emissary Zoom Call

Option 1: Through Your Calendar Event

Click on the Zoom link located in the event on your calendar.

Option 2: Through Emissary Exchange

Click the “Join Meeting” button on the engagement call page within Emissary Exchange. 

Option 3:  Through Email

join zoom meeting screenshot

Click “Join Zoom Meeting” through the call reminder email.

Starting the Emissary Zoom Meeting

Option 1: Through your desktop

If you are accessing the zoom call through your desktop, you will be taken to Zoom to join the conference.

*If you have not downloaded the Zoom app, you are able to download the app on this page. If you are not able to download the app, you can launch the zoom meeting directly on your browser.

After opening the Zoom app, you’ll be prompted to join audio through your computer, or via phone by dialing into the conference line.

After joining audio, you are now able to chat with the other party on the conference line. You are also able to video conference, share screen, and file share.


Option 2: Through mobile

If you are joining via mobile you’ll be taken to Zoom to either download/launch the app, or dial-in via the conference line. 

zoom join meeting button screenshot

Privacy Terms: Username

At Emissary, we want to respect the privacy of our advisor community. Please note that if you have downloaded Zoom already, your username will be displayed to the client. You are able to modify your name 3 ways:

Option 1: Profile Settings within Zoom App

Go to profile settings in Zoom and edit your name as it will appear in the meeting.

Option 2: Participants Tab within Zoom App

Click on the participants’ tab in the Zoom meeting. This will open the participant menu on the right-hand side of the screen. To the right of your name row, click “More” and assign yourself a new username by clicking “Rename”.

participants screenshot


Option 3: Within Browser

If you launch Zoom on your browser, you can submit a username before entering the meeting.

Privacy Terms: Sharing

During engagement calls, we do ask that you seek permission before video conferencing, sharing files, or inviting other users outside of the engagement to the meeting.


If you need any assistance during your meeting time, please reach out to us at support@emissary.io.

You can also reference the Zoom support page for additional technical assistance.