Scheduling a meeting from a template

After you have created one or more meeting templates for personal use, or an admin creates templates for you to use, you can schedule a new meeting that includes all of the settings from that template.

Note: Any new meeting from a template automatically fills with the current date and time.

Prerequisites for scheduling meetings using templates

Personal meeting templates

• Zoom account
• Personal meeting templates created

Admin meeting templates

• Business, Education, or Enterprise account
• Admin meeting templates created and enabled for use

How to schedule a meeting by applying an existing template

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Meetings.
3. Click Schedule a Meeting.
4. In the Template drop-down menu, choose a template.
   Basic and advanced settings from the template will be copied into the newly created meeting.
5. (Optional) Update the meeting name and description, the date/time information or recurrence information, and any other settings.
6. Click Save.

Alternatively, you can use a meeting template from your list of available meeting templates:

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Meetings.
3. Click the Meeting Templates tab.
4. Find a template you want to use, then click Use this Template.
   Basic and advanced settings from the template will be copied into the newly created meeting.
5. (Optional) Update the meeting name and description, the date/time information or recurrence information, and any other settings.
   Note: If you are using an admin meeting template, click View Template Details to see which settings are enabled and disabled.
6. Click Save.

Note: If an admin template is deleted after you schedule a meeting with it, your meeting is unaffected, but you can’t make any other edits from the scheduling form because you are not allowed to save if the template is no longer available.