Meeting templates in zoom App

Overview

During the scheduling process, you can save settings for a meeting so they can be used again for scheduling a meeting in the future. Various settings are included in the template, including the ability to join before the host, enabling automatic recording, and enabling language interpretation. Using the recurring meeting template option, it is possible for you to save the recurrence schedule as part of the template as well.

Note:

Templates do not have the ability to save meeting times and dates as well as alternative host settings.

In the event that you have saved a meeting as a template, you will be able to select that template when creating a meeting with similar settings in the future. This feature gives you access to up to 40 meeting templates you have saved.

The following topics are discussed in this article:

• Creating a meeting template
• Scheduling a meeting from a template

Prerequisites

• Account with Zoom
• A meeting template must be created from a meeting with a generated meeting ID

Creating a meeting template

A meeting template can only be created after you have configured and saved a meeting with the settings you need. Once you have done that, you can save that meeting as a template. Creating a meeting template is as simple as following these steps.

1. Log on to the Zoom web portal by entering your username and password.
2. Click the Meetings link at the top of the page.
3. Select the meeting you wish to schedule.
4. Make the required changes to the template settings. Click on the Save button.
   Notes:
   • For technical reasons, it is not possible to save the time and date of the meeting or alternative host settings for meeting templates. In addition to the meeting template, all the other settings that are made when scheduling the meeting will also be applied to the meeting template.
   • The PMI (Personal Meeting ID) for your meeting can never be used as the template for your meeting.
   • Templates are generated automatically based on the meeting ID.
5. To save, click Save.
6. Scroll to the bottom of the page and click Save as Template.
7. Enter a name for the template and click Save.

From the Meeting Templates tab, you can view or delete any saved meeting templates. The maximum number of meeting templates that can be saved is 40.

Using a template to schedule a meeting

You can schedule a new meeting using a meeting template after you have created one or more.

Note:

The current date and time are automatically filled in by any new meeting created from a template.

Using an existing template, schedule a meeting:

1. Log in to the Zoom web portal.
2. Click Meetings in the navigation panel.
3. Select the date and time for your meeting.
4. Choose a template you have previously saved.
   Basic and advanced meeting settings are copied from the template.
5. The meeting name and description (if necessary) should be updated. If the meeting template contains date/time/recurrence information, you should update this information as well.
6. Click Save to update any remaining settings.

Alternatively, you can use one of the meeting templates on your list:

1. Log in to the Zoom web portal.
2. Select Meetings from the navigation panel.
3. Choose Templates from the tabs.
4. Browse through the templates and choose the one you want.
   Basic and advanced meeting settings are copied from the template.
5. You may need to update the name and description of the meeting, and the date/time or recurring information if the template was saved.
6. Click Save after you have made any necessary changes.