Scheduling and Starting a Meeting

Instructions for scheduling and starting meetings from either the web portal or the desktop client are below. Most scheduler settings are synced from the settings listed in the web portal's settings page, however, some can be adjusted per meeting, and even once the host has started meeting.

Web Portal

To schedule a meeting go to the web portal https://www.conferzoom.org and sign into your account. 

1. Click on Meetings in the left navigation menu.
2. Click on Schedule a Meeting on the right.
3. Add a topic; description is optional.
4. Choose a date, time and duration.
5. If you enable Recurring, additional options will appear.
6. If you enable Registration, additional registration options appear after saving the meeting.
7. Choose to either create a new meeting ID (Generate Automatically) or use your Personal Meeting ID.
8. If you have a meeting template saved, select the template.
9. Select the meeting options such as Security, Video, Audio, and more.
10. Click on Options/Show to apply additional settings such as:
    • Allow participants to join anytime
    • Mute participants upon entry
    • Breakout Room pre-assign
    • Request permission to unmute participants
    • Automatically record meeting in the cloud or on local computer
    • Designating an Alternative Host
11. Enable interpretation if needed.
12. Click the Save button. 

After clicking on Save, the meeting details will appear. Copy and share the invitation or just the 'join link'. 

Scheduled meetings can be started, edited, or deleted from the meeting page. Deleted meetings can be recovered from the Upcoming Meetings page within one week of the deletion.

Desktop Client

To schedule a meeting with the desktop client:

1. Click Schedule on the Home tab.                               
2. Add topic; description is optional.
3. Choose a date, time, and duration.
4. If you enable Recurring, you will not be prompted to enter in recurrence dates. That option is only in the web portal.  So, remember to check reoccurrence or repeat in your calendar invitation.
5. Select the type of Meeting ID, Security, Video, and Audio settings.
6. Optional - Choose your calendar for posting and sending invitations.
7. Click on the arrow next to Advanced Options to apply additional settings.
8. Enable Interpretation if needed. 
9. Click the Save button.

*Enabling registration is not available in the desktop client, only the web portal.

What to know about your Personal Meeting ID (PMI)

Your Personal Meeting ID, also known as PMI, is a persistent link and Meeting ID available 24/7/365.

We recommend reserving your PMI for meeting with colleagues; the link is open to anyone who previously used the link, such as students.

Starting your meeting from the web portal

1. Click on Meetings in the left navigation menu. The default page will list your Upcoming meetings.
2. Hover over the title of your scheduled meeting.
3. Click on Start to the right of the meeting title.

You can also click on the title of the scheduled meeting and start it from within the meeting details. Look for the blue Start this meeting button in the top right corner.

Starting your meeting from the desktop client:

1. Open your desktop client.
2. Click on Home in the top menu options.
3. Locate the meeting title under the time and date.
4. Click on Start.

You can also locate your scheduled meetings by clicking on Meetings in the top menu, locating the title of your upcoming meeting, and clicking on Start.

Instant Meetings

Zoom meetings can be started immediately, without the need to pre-schedule a date, time, etc. Once you start an instant meeting, a Zoom meeting window opens, and you can share the meeting ID with others.

To start an instant meeting in the web portal:

1. Click on Host a meeting in the top right corner when logged into your account.
2. Select to start the meeting with your video on or off, or start a screen share only meeting.

To start an instant meeting using your desktop client:

1. Click on the Home tab.
2. Click on New Meeting.  Click the karat to the right to select option to start with or without video and/or use your Personal Meeting ID.