Alamo Colleges District

How to schedule a meeting

Updated on

Welcome to the ultimate guide on scheduling a Zoom meeting! Our comprehensive how-to will walk you through creating an account, setting up meeting details, inviting participants, and managing settings. Get ready to effortlessly plan and coordinate virtual gatherings with Zoom's powerful features. Let's dive in.

Note: Before we get started, make sure you have your account set up. If you haven't done that yet, don't worry! We have a simple guide that will walk you through the process. Just click here to get setup! 

Scheduling on the web

Login to Zoom. You can sign-on with SSO at https://alamo.zoom.us/

Once signed in, go to Meetings, then select (+) Schedule a Meeting.

Select your options:

  1. Topic - Class title or topic of discussion
  2. Set a time - Select a date and exact time of meeting.
  3. Duration - Choose how long you wish the meeting to last.
  4. Time Zone - Elect your local time zone. Note: This is especially important if some participants are in different time zones to ensure they login at the correct time. Choose if it is a recurring meeting - If you have weekly, bi-weekly, or monthly meetings, elect this option.
  5. Attendees - Enter the email or name of participants that you want to invite to your event. Click the X next to each name to remove them from the list.
  6. You may require participants to register [6] - You can have participants register in advance and verify their names upon entry if you also elect to the waiting room option.
  7. You may generate meeting ID automatically or use your personal ID [7] - You may not wish to use your personal meeting ID, since this allows members to join at any time, let Zoom automatically generate an ID specifically for the meeting(s).
  8. Templates - This option allows you to save recurring meeting settings to streamline scheduling, ensuring consistent configurations for future meetings without having to re-enter all the details each time. Please Note: These settings must be created in advance and saved as a Template. Click here to learn more: "Creating personal meeting templates"
  9. Whiteboard - This is a  collaborative, digital whiteboard tool integrated within Zoom meetings that allows participants to brainstorm, sketch, and draw together in real-time, facilitating visual collaboration both during and outside of meetings.

10. Security options:

      We recommend to put participants in waiting room so you can verify names on your roster before they join.

      There are further security options you may choose from: a passcode or additional authentication for an added layer of security.

11. AI Companion - This is a generative AI-powered assistant within the Zoom platform designed to  enhance productivity and collaboration by summarizing meetings, composing emails, and providing real-time assistance during meetings.

Learn more here: "Getting started with Zoom AI Companion features"

12. Video on or off - Choose to have your video on or off at the start of the meeting.

Note: You can change this setting at any time, before and during meetings.

13. Audio - Allow users to call in using Telephone only, Computer Audio only, Both, or 3rd Party Audio (if enabled for your account).

Dial in From: If Telephone or Both is enabled for this meeting, click Edit to select the dial-in countries to include in the invitation.

By default, this includes you Global Dial-In Countries listed in your meeting settings.

14. Options - Click Show to view additional meeting options.

Allow participants to join before start time:  Allow participants to join the meeting without you or before you join.  If enabled, you can also choose how far in advance of the scheduled  start time you wish them to be able to join: 5 minutes, 10 minutes, 15 minutes, or Anytime.

Q&A meeting participants can type in questions to be answered by the host or  co-host either verbally or via text-based response. Q&A differs  from “Chat” in that only the Host and Co-Host can see the questions posed by participants.

Mute participants on entry: If join before host is  not enabled, this will mute participants as they join the meeting.  Participants can unmute themselves after joining the meeting. 

Note: To mute all participants currently in a meeting, see the options to manage participants.

Note: The meeting will end after 40-minutes for Basic (free) users.

Automatically record meeting: Select if you want to record Locally (to your computer) or In the cloud.

Enable additional data center regions for this meeting: Zoom lets customers make choices about the Zoom data centers that will be  used for processing certain customer data when a customer with a paid account hosts a meeting or webinar. Account owners and admins on paid  accounts can, at the account, group, or user level, opt in or out of specific Zoom data centers that will be used for the processing of participants’ real-time meeting and webinar video, audio, whiteboard, notes, docs, and shared content during the hosting of meetings and webinars. The data centers in the country supporting the region where an account was provisioned will be locked as an opt-in for processing. Zoom data center choices only apply when an account is hosting a meeting or webinar.

Approve or deny entry to users from certain regions and countries:  Host can either allow only participants from specific countries/regions  to join, or block all participants from specific countries/regions.

Alternative Hosts: Enter the email address of another Licensed Zoom user on your account  to allow them to start the meeting in your absence. If enabled, you can  also select the check box to Allow alternative hosts to add or edit polls. This feature requires Zoom client version 5.8.0 or higher.

15. Interpretation - (only supported in Windows and macOS clients): Enable language interpretation (audio) and sign language interpretation (video) for the meeting. You also have the option to enter the email for the interpreter and their language or sign language they are interpreting, or you can assign it during the meeting.

16. Don't forget to press Save!

Scheduling on the app

Launch Zoom App on your device, then select Schedule

Select your options. Similar to the web, however, on the app you have video settings to choose as well.

  1. Topic - Class title or topic of discussion
  2. Set a time and duration - Select the date and exact time frame of meeting
  3. Time Zone - Elect your local time zone. Note: This is especially important if some participants are in different time zones to ensure they login at the correct time. Choose if it is a recurring meeting - If you have weekly, bi-weekly, or monthly meetings, elect this option.
  4. Attendees - Enter the email or name of participants that you want to invite to your event. Click the X next to each name to remove them from the list.
  5. You may generate meeting ID automatically or use your personal ID - You may not wish to use your personal meeting ID, since this allows members to join at any time, let Zoom automatically generate an ID specifically for the meeting(s).
  6. Security options: We recommend to put participants in waiting room so you can verify names on your roster before they join. There are further security options you may choose from: a passcode or additional authentication for an added layer of security.

7.  AI Companion - This is a generative AI-powered assistant within the Zoom platform designed to enhance productivity and collaboration by summarizing      meetings, composing emails, and providing real-time assistance during meetings.

     Learn more here: "Getting started with Zoom AI Companion features"

8.   Video on or off - Choose to have you (host) and participants video on or off at the start of the meeting.

     Note: You and participants can change this setting at any time, before and during meetings.

9.    Audio - Allow users to call in using Telephone only, Computer Audio only, Both, or 3rd Party Audio (if enabled for your account).

      Dial in From: If Telephone or Both is enabled for this meeting, click Edit to select the dial-in countries to include in the invitation.

      By default, this includes you Global Dial-In Countries listed in your meeting settings.

10. Calendar - Select a calendar service to add the meeting and send out invites to participants.

     Outlook: Open the Outlook desktop app and create an event for the meeting.

     Note: You will see Outlook when using the Windows client.

Other Calendars: Open a new window, where the meeting text can be copied and  pasted into the user's preferred communication method. You can also down an ICS file which can be opened in most email applications.

11. Options - Click Show to view additional meeting options.

Allow participants to join before start time:  Allow participants to join the meeting without you or before you join.  If enabled, you can also choose how far in advance of the scheduled  start time you wish them to be able to join: 5 minutes, 10 minutes, 15 minutes, or Anytime.

Q&A meeting participants can type in questions to be answered by the host or  co-host either verbally or via text-based response. Q&A differs  from “Chat” in that only the Host and Co-Host can see the questions posed by participants.

Mute participants on entry: If join before host is  not enabled, this will mute participants as they join the meeting.  Participants can unmute themselves after joining the meeting. 

Note: To mute all participants currently in a meeting, see the options to manage participants.

Note: The meeting will end after 40-minutes for Basic (free) users.

Automatically record meeting: Select if you want to record Locally (to your computer) or In the cloud.

Enable additional data center regions for this meeting: Zoom lets customers make choices about the Zoom data centers that will be  used for processing certain customer data when a customer with a paid account hosts a meeting or webinar. Account owners and admins on paid  accounts can, at the account, group, or user level, opt in or out of specific Zoom data centers that will be used for the processing of participants’ real-time meeting and webinar video, audio, whiteboard, notes, docs, and shared content during the hosting of meetings and webinars. The data centers in the country supporting the region where an account was provisioned will be locked as an opt-in for processing. Zoom data center choices only apply when an account is hosting a meeting or webinar.

Approve or deny entry to users from certain regions and countries:  Host can either allow only participants from specific countries/regions  to join, or block all participants from specific countries/regions.

Alternative Hosts: Enter the email address of another Licensed Zoom user on your account  to allow them to start the meeting in your absence. If enabled, you can  also select the check box to Allow alternative hosts to add or edit polls. This feature requires Zoom client version 5.8.0 or higher.

12. Interpretation - (only supported in Windows and macOS clients): Enable language interpretation (audio) and sign language interpretation (video) for the meeting. You also have the option to enter the email for the interpreter and their language or sign language they are interpreting, or you can assign it during the meeting.

13. Press Save

And that's it!

Additional Resources

Need help with something else? Contact Zoom support or your local or district IT help desk.

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