Creating personal meeting templates - Zoom
To create a meeting template for personal use, you must first configure and save a meeting with the settings you need, then save that meeting as a template. Sign in to the Zoom web portal. In the navigation menu, click Meetings .
Scheduling a meeting from a template - Zoom
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. (Optional) Update the meeting name and description, the date/time information or recurrence information, and any other settings.
Configuring admin meeting templates - Zoom
With the Meeting Templates feature enabled, account owners and admins have the ability to create, modify, delete, and define the visibility of the meeting templates that are available for all users in the account.
Creating and managing Zoom Event templates
How to create a Zoom Event template. Sign in to Zoom Events. In the left navigation menu, click the dropdown arrow and select Across Hubs. In the left navigation menu, click Events. In the top-right corner, click Create Event. On the Duplicate an event or create a template card, click Start. You will see your upcoming, draft, and past events.
Using Zoom Whiteboard templates
Using templates can simplify the creation of whiteboards. The template dashboard allows users to preview and select a template to use for their whiteboard. Users can quickly identify templates based on common categories and search for specific templates.
Creating templates for phone settings - Zoom
Zoom Phone license; Notes: You can't apply templates to main auto receptionists. Only certain settings can be specified in a template. How to create a template. Sign in to the Zoom web portal. In the navigation menu, click Phone System Management, then Company Info. Follow one of these options depending on if you have multiple sites:
Creating in-meeting whiteboard from a template - Zoom
Users can create a whiteboard using available templates from the templates dashboard during a Zoom meeting. The templates dashboard allows users to preview high-level template details, explore different templates based on their category, and select a template to use for whiteboard.
Customizing curated event templates - Zoom
Curated event templates contain a group of settings and pre-configured content for multiple sessions and single-session events. An event template is based on an event that has a defined configuration and content. A session template matches the defined date and timeframe of the event. This article covers: How to access the event creation start page
Using email templates for Zoom Mail
Learn more about creating and customizing email templates for Zoom Mail. This article covers: How to insert an existing template in your email; How to access settings to create a new template; Prerequisites for using email templates for Zoom Mail. Zoom desktop client Windows: 5.14.5 or higher; macOS: 5.14.5 or higher; Zoom mobile app Android: 5 ...
Scheduling a webinar from a template - Zoom
How to schedule a webinar by applying an existing template. Sign in to the Zoom web portal. In the navigation menu, click Webinars. Click Schedule a Webinar. In the Template drop-down menu, choose a template. Basic and advanced settings from the template are copied into the newly created webinar.