Managing the Basic Information tab
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The Basic Information tab is the tab you are brought to when you create a conference, and the fundamental and descriptive details of the conference are added here. The required fields on this page must be completed to save the conference as a draft.
Note: Only the Basic Information tab needs to be completed to publish an event.
For more information about the conference event creation process, please visit Creating a Zoom Events conference.
This article covers:
Prerequisites for using the Basic Information tab in the event creation flow
- Zoom desktop client
- Windows: 5.7.6 or higher
- macOS: 5.7.6 or higher
- Zoom mobile client
- iOS: 5.7.6 or higher
- Android: 5.7.6 or higher
- Pro, Business, Enterprise, or Education account
- Stripe or PayPal Business account is required to create paid events
- Zoom Events license
Notes:
- There is a dependency with Windows' Webview package for the Windows platform; while version 5.7.6 does support Zoom Events, it may cause a blank lobby experience for hosts.
- For access to the latest Zoom Events and Webinar features, we strongly recommend hosts to update to the latest version of the Zoom desktop client/mobile application.
How to use the Basic Information tab
Add basic information details
- Create Conference for: Use the dropdown menu to select the hub the conference will belong to.
- Conference Name: Name of the event.
- Short Description: Provide a description of your event, using 140 characters or less.
- Category: Select the category for your event.
Note: (Optional) If you select Education and Family, the Event intended for parents with their children check box will appear. If you select this check box, you must agree to the Family Event Host's Code of Conduct to proceed. Anyone who joins a family-oriented event will have to agree to the Attendee's Host of Conduct. - (Optional) Click + Add Tags to type and add the tag(s) you want to help with tracking purposes. Only one tag may be added at once; multiple words separated by commas or a space will be counted as a single tag.
- Select if this is a Free or Paid event:
- Free: Tickets to this event will be free and you will not be required to set a ticket price.
- Paid: Tickets to this event will not be free and you will be required to set a ticket price.
- Geo-blocking (Optional): Use the dropdown menu to add the countries or regions from which users will not be allowed to join the event.
Note: The availability of Zoom Events is determined by the geographic location of the user.
Set the date and time
Set the date(s) and time(s) for how long the conference will run.
-
- Date: Click the calendar icon
to select the conference's start date.
- Time: Click the start and end times to enter the start and end times of the event. A start and end time is required.
- + Add a time: Click to add an additional day to the conference.
Note: You can add up to 6 days. - Time Zone: By default, Zoom Events will use your computer's time zone. Click the dropdown menu to select a different time zone.
- Date: Click the calendar icon
Set the conference lobby schedule
Set the specific time for when you want the event lobby to open and close.
- Under Lobby opens for registrants:
- Date: Click the calendar icon
to select the date the conference lobby will open. Repeat to select which date the lobby will close.
- Time: Click the time and AM/PM drop-down menu to select what time the conference lobby will open on the date selected. Repeat to select what time the conference lobby will close at on the selected date.
Note: A start and end time is required.
- Date: Click the calendar icon
Copy the event link
The event's shareable link is displayed here; you can click the copy icon to copy the event link.
Click Save.
How to edit the Basic Information tab
- Sign in to Zoom Events.
- In the top-right corner, click Manage.
- In the left navigation menu, click My Events.
- Click the Upcoming or Drafts tab to find the conference you want to edit.
- To the right of the conference you want to edit, click the pencil icon
.
- Make your changes to the conference profile.
- Click Save Draft or Republish.
Editing Basic Information tab features
This table displays the features found under this tab, the different stages of the event cycle, and whether or not the feature is editable at that stage of the event.
Feature |
Editable after event is published or is upcoming |
Editable after a ticket has sold | Editable during live event | Editable post event |
Create Conference for | ||||
Conference Name | ✔ | ✔ | ✔ | |
Short Description | ✔ | ✔ | ✔ | |
Category | ✔ | ✔ | ✔ | |
Tags | ✔ | ✔ | ✔ | |
Free or Paid event | ||||
Geo-blocking | ||||
Date and Time | ✔ | ✔* | ✔* | |
Lobby open time | ✔ | ✔ | ✔† | |
Event Link |
* Time can be edited, but date cannot be edited.
† Lobby close time can be edited but only to an earlier date; lobby open time cannot be edited.
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