1. Sign in to the Zoom desktop client.
  2. Click on the Schedule icon.
    This will open the scheduler window.

  3. Select your meeting settings. You can customize them however you would like for your meeting.  
    • Topic: Enter a topic or name for your meeting.
    • Date & Time
      • Start: Select a date and time for your meeting, but remember you can start your meeting at any time before the scheduled time. You can also manually enter any time. For example, you can enter 15 in the minutes field. 
      • Time Zone: By default, Zoom will use your computer's time zone. Click the drop-down menu to select a different time zone.
      • Recurring meeting: Choose if you would like a recurring meeting (the meeting ID will remain the same for each session).  Read this article for instructions on setting up recurring meetings specifically.
    • Meeting ID
      • If you would not like to use the automatically generated Meeting ID, you can use your personal meeting ID.  This is equivalent to your personal room and Webex.
    • Security
      • Passcode: All Zoom meetings for PTS are required to have a passcode.  If you would not like to use the automatically generated code, you can change it (e.g., greekprecept)
      • Waiting Room: You can enable the Waiting Room for the meeting.  With this setting, the host/cohosts of the meeting manually allow people into the meeting from the Waiting Room.
    • Video
      • Host: Choose if you would like the host's video on or off when joining the meeting. Even if you choose off, the host will have the option to start their video.
      • Participants: Choose if you would like the participants' videos on or off when joining the meeting. Even if you choose off, the participants will have the option to start their video.
    • Audio: Make sure that "Telephone and computer audio" is selected.
    • Calendar
      • Select Outlook to open the Outlook desktop app and create an event for the meeting.
      • Choosing Other Calendars will allow you to copy and paste the scheduled meeting information such as date, time, and meeting URL.
      • Note: If you are scheduling a recurring meeting, you will need to set the recurrence in your calendar service.
    • Advanced Options: Click the arrow 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.
        Note: The meeting will end after 40-minutes for Basic accounts.
      • 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.
      • Request permission to unmute participants: Participants will be prompted to provide the host with consent to be unmuted at will by the host. If declined, the host will still have the option to Ask to unmute
      • Automatically record meeting: Select if you want to record Locally (to your computer) or In the cloud.
      • Enable focus mode when meeting starts: Automatically start the meeting with focus mode enabled, in order to provide fewer distractions to all meeting participants. This feature requires client version 5.9.0 or higher.
      • Schedule for*: If you have scheduling privilege for another user, you will be able to choose who you want to schedule for from the drop-down menu.
        Note: When you assign scheduling privileges to other users in the Zoom web portal, you can choose if these users can manage your meetings that are marked as private in Outlook or Google Calendar. If the users cannot manage private events, they cannot see the invite link, meeting topic, or attendee list.
      • 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.

  4. Click Save to finish, and open the selected calendar service to add the meeting.