How to create an online meeting

Scheduling an online meeting ​

Online meetings save travel costs and are easier to set up than physical meet-ups. In Zoho Meeting, all you need to do to set up a meeting is provide the details of the meeting and the email addresses of participants in the Schedule meeting form. Your participants will receive email invitations using which they can join the meeting at the scheduled time. The invitation will also carry RSVP,  help links on how to join meetings through phones, and system requirements to join meetings using a computer. You can also add meetings to your calendar, and set up reminders.

How-to:

Schedule a meeting

  1. Log in to Zoho Meeting.
  2. Click Schedule a Meeting.
  3. Enter the title, date, time and duration of your meeting.
  4. By default, it will auto-populate the timezone set under My Settings. Change timezone, if required. You can click the drop-down menu to select a different time zone.
  5. By default, you will be the presenter of the meetings that you schedule. Use the dropdown arrow next to the presenter's name if you wish to assign the presenter role to other members in your organization. An email will be sent to them notifying about the same.
  6. In the Participants field, Invite participants by entering their email address.
  7. Enter the Agenda for your meeting. 
  8. Click More Options to schedule recurring meetings, to set email reminders, or to add third-party audio conferencing services. Otherwise, click Save

  9. Recurring meeting

    1. Check Repeat Meeting if you would like to schedule a recurring meeting. This will open up additional recurrence options.
    2. Under Repeat Type, select how often you need the meeting to recur: Daily, Weekly, Monthly. 
    3. Specify how your meeting will repeat, the amount of occurrences and when it will end. You can have the recurring meeting end on a specific date or after a certain number of occurrences. 


  10. Set reminders at multiple times before your meeting starts. Reminder emails will be sent to participants based on this setting.

  11. By default, your meeting will be connected using Zoho Conference. If you wish to use a different phone conferencing system, Check Use third-party audio conferencing services and enter instructions to help your participants join the meeting using their phones. The instructions you enter will be shown to participants when they enter the meeting.
  12. Click Save.
  1. If you select to use third-party audio conferencing services while scheduling a meeting, you will not be able to use computer audio during your meeting.
  2. Upload your contacts to contacts.zoho.com to add them as participants in the online meetings you schedule. Your contacts will be auto-suggested in the participants field.

Conduct an instant meeting

  1. On your Zoho Meeting Home page, click Meet now.
  2. Share the joining link with your participants through email or chat.

Rename meetings

By default, an instant meeting gets the name of the presenter who starts it. But if you wish rename an instant meeting or a scheduled meeting, you can edit the meeting name at the top of the Attendees list, Chat tab, or Settings tab in the live meeting window. 

To rename a meeting:
  1. Click any one of the options Attendees, Chat, or Settings in the top menu of your live meeting window.
  2. Hover the existing name of the meeting and click the edit  icon.
  3. Enter the new meeting name and click Save.

Note
  1. Only presenters can rename meetings.
  2. Scheduled meetings cannot be renamed after the end time provided in the scheduling form.
  3. Instant meetings cannot be renamed after 1 hour from the start of the meeting.

Useful links
  1. System requirements
  2. Using audio, video, and screen sharing
  3. Add meetings to Calendar
  4. Set up reminders

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                Zoho SalesIQ Resources



                    Zoho TeamInbox Resources




                              Zoho DataPrep Resources

                                Zoho DataPrep Demo

                                Get a personalized demo or POC

                                REGISTER NOW


                                  Design. Discuss. Deliver.

                                  Create visually engaging stories with Zoho Show.

                                  Get Started Now











                                                        • Related Articles

                                                        • Schedule a webinar

                                                          Webinars can be scheduled to organize large online events, educate your leads about your product or service, clarify their queries, learn about their business requirements, and convert them as your customers.  An event can be designed through the ...
                                                        • Online meeting integration with Zoho Bookings

                                                          Zoho Bookings is online booking software that helps small businesses manage appointments with customers and clients efficiently. With the online meeting integration of Zoho Meeting in Zoho Bookings, you can create and share booking links with your ...
                                                        • Online meeting integration in Zoho CRM

                                                          The online meeting integration of Zoho Meeting with Zoho CRM lets you hold online meetings with CRM leads and contacts, straight from your CRM. This helps you communicate better with your prospects and customers through audio, video, and screen ...
                                                        • Online meeting integration with Zoho Mail

                                                          Zoho Mail is an email hosting service that is secure, encrypted, privacy-guaranteed, and ad-free. Integrate your Zoho Mail account with Zoho Meeting to schedule and host online meetings directly from your inbox. Learn more
                                                        • Online meeting integration in Zoho Connect

                                                          The online meeting integration of Zoho Meeting in Zoho Connect lets you conduct online meetings with colleagues and groups in your organization, using audio, video, and screen sharing. You can also add external contacts like partners and clients to ...

                                                        Resources

                                                        Videos

                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                        eBooks

                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                        Webinars

                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                        CRM Tips

                                                        Make the most of Zoho CRM with these useful tips.



                                                          Zoho Show Resources