Meeting templates Follow

Overview

When you schedule a meeting, you can save the settings for that meeting as a template for scheduling future meetings. The template includes settings like enabling join before host, automatic recording, and alternative hosts. For recurring meetings, you also have the option to save the recurrence schedule as part of the template.

After you save a meeting as a template, you can select that template when you want to create a meeting with similar settings. You can select from up to 40 saved meeting templates.

This article covers:

Prerequisites

  • Zoom account

Creating a meeting template

To create a meeting template, you configure and save a meeting with the settings you need, then save that meeting as a template. To create a meeting template:

  1. Sign in to Zoom web portal.
  2. In the navigation menu, click Meetings.
  3. Click Schedule a New Meeting.
  4. Change the settings that you would like to apply to the template.
    Note: All settings made while scheduling the meeting will be applied to the meeting template. This includes polling.
  5. Click Save.
  6. Click Save as a Meeting Template.
  7. Specify the Template Name, then click Save as Template.

Scheduling a meeting From a template

After you have created one or more meeting templates, you can schedule a new meeting that includes all of the settings from that template. Note that the new meeting does not include the dates. To schedule a meeting from an existing template:

  1. Sign in to Zoom web portal.
  2. Click Meetings.
  3. Click Schedule a New Meeting.

  4. Choose a previously saved template from Use a template menu.

    Basic and advanced settings from the template are copied into the newly created meeting.
  5. Update the meeting name and description (if needed), and update the date/time information or recurrence information if you saved this in the template.
  6. Change any other settings, then click Save.
    Note: If you have saved one or more meeting templates, you can view or delete them from the Meeting Templates tab. You can save up to 40 meeting templates.
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