How to schedule a Zoom meeting with registration

You can use meeting registration to record more information about the attendees of the meeting by requiring participants to enter their name, email address, and other optional questions when they register for a meeting that requires registration. If you want to download the list of people who registered for this meeting, you can generate meeting registration reports, as well as manage the registrants, resend confirmation emails, and also manage registrants once this is scheduled.

The meeting can be scheduled without registration if you do not need to collect this much information during the meeting.

Note: In order to hold a meeting, a maximum of 4999 registrants is permitted. There is no need to use a recurring meeting with registration if you need more than the maximum capacity, since each recurrence of the meeting series has a maximum registration of 4999 registrants per meeting.

Prerequisites for meetings with registration

  • Licensed users are required to host the website
  • for customizing registration options with a Pro, Business, Education, or Enterprise account
  • Registration meetings can’t be scheduled using your PMI and can’t be scheduled as a recurring meeting with no fixed time.

 Enabling registration for a meeting

  1. Sign up for an account on the Zoom website.
  2. Then, you will be directed to the Meetings page.
  3. Select ‘Schedule a Meeting‘ or ‘Edit an Existing Meeting’ to see what the available meeting times are.
  4. You should ensure that the Required check box is selected under the Registration section.
    Once the meeting is scheduled, there are two tabs to select from: Registration and Branding.
  5. The manager of attendees will see a list of all the people who have registered for the meeting by clicking View. There are many details about each registrant available by clicking on the registrant’s name.

Note: For your attendees to join your meeting, you will need to require authentication as well. They will therefore need to enter an e-mail that is associated with an active Zoom account in order to register. Registration will not be complete until this step has been completed. As a result of authentication profiles, the registrant will also have to access the webinar using the account that corresponds to the email address they used when registering.

 Customizing registration options

Note: Business, Education, and Enterprise accounts must have this setting enabled in order to use it.

You can customize the registration options after you have scheduled the meeting:

  1. Click on the Registration tab.
  2. You will see a section called Registration Options, click on Edit to access it.
  3. You can customize the following options:

Registration tab: The registration settings may be customized in the way they are approved, notified, and the registration cap may be set.

  • Automatic Approval: Anyone who signs up will be approved and receive information on how to join.
  • Manual Approval: The person who signs up on the meeting management page will need to be approved by the meeting host before they will be able to join. The information on how to join will be sent to those who have signed up. For any people who have not yet registered for the meeting, they will not be allowed to attend the meeting.
  • Send an email to host when someone registers: If you want to receive an email whenever somebody registers for your meeting, be sure to check this option. If you approve a participant’s registration, they will also receive an email.
  • Close registration after event date: The first time this option is checked, no one will be able to register after the meeting date and the meeting is scheduled to end. If the event date and time is before the event’s projected end time then participants are allowed to register on the event date and once the meeting begins. A meeting, for example, is going to begin at 9AM and will last for 2 hours, then you should close the registration by 11AM.
  • Note: The original registration link can be used by people to sign up for the on-demand meeting recording if you enable this setting and make your meeting available on-demand.
  • Restrict number of registrants: When it comes to limiting the number of participants at your meeting, you may choose this option. It will not be possible for anyone to register to attend the meeting once the number of registrants has reached the specified number.
  • Allow attendees to join from multiple devices: If you decide to enable this option, meeting participants will be able to join from both personal computers and mobile devices, such as tablets and smartphones.
  • Show social share buttons on the registration page: This page offers buttons for sharing with Facebook, Twitter, LinkedIn, or email so that you can share your registration.

Email Settings tab: In the registration process, you can customize a few email settings.

  • Choose Email Language: Registrants can choose the language in which they will receive emails from the system. Zoom can automatically respond to recipients in their language based on what they have selected as their default language when registering, or you can select Same as the default language.
  • Email Contact: If the registrants have any questions about the meeting, the contact information will be adjusted to help them.
  • Confirmation Email to Registrants: Depending on your preference, you may want to send an email confirmation to registrants upon approval, and you can also add one or two small changes to the email template at the beginning and end.
  • Note: Admins within Branding must be able to make extensive changes to the template of the email.

Questions tab: In your registration page, there are many question fields that can be customized.

  1. Make sure each checkbox on your registration page is checked for the fields you wish to include.
  2. IF you want to make that field a required field, you can select the Required checkbox at the bottom of the form.
  3. Then click Save All.

Notes:

  • Names and email addresses are always required in order to register.
  • It is possible for participants to choose from drop-down menus for certain fields such as Country/Region and State/Province.

Custom Questions tab

  1. If you want to ask a question, click New Question.
  2. If you want to provide a single answer to the question, click Single Response.
  3. If you want your participants to be required to answer the question, please select the Required check box.
  4. Type in your question.
  5. Select your answer options if your question has a single answer.
  6. Click on the Create button. Click on the Create button again to create another question.
  7. In order to save the customized registration, you will need to click Save All.

 Customizing registration branding

In order to customize branding options for your registration page, you should click the Branding tab once you’ve scheduled the meeting:

  • Banner: To upload an image that will appear at the top of your registration page, click Upload.
  • Logo: When you click on Upload, you’ll find an area to upload your image to the right of the meeting topic on your registration page. As part of the invitation, the logo will also appear on your registration page.
  • You may also add an alternative description of the logo by clicking Add Description. There may not be a visual representation of the description on the screen, but it can provide a helping hand to people who have visual impairments in gaining access to and understanding the image.

 Customizing the Terms of Service and Privacy Policy links

It is possible to customize the URL for your Terms of Service page as well as your Privacy Policy pages in your account profile. On all meeting, webinar, and recording registration pages, you will find the links listed below the registration form.

 


Frequently Asked Questions

Go to the Meetings menu in the navigation bar. Alternatively, you can edit an existing meeting by clicking Schedule a Meeting. Make sure the Required checkbox is selected in the Registration section. Registration and Branding will appear after scheduling the meeting.
Collecting Zoom webinar registrations and Mailchimp subscriptions
  1. Create an account with Zoom, Zapier, and Mailchimp. …
  2. Zoom is a great tool for setting up meetings and webinars. …
  3. Mailchimp can be used to create tags. …
  4. Add Ninja Form plugins and activate them. …
  5. Create your form. …
  6. Create a thank you page.

 

How to create a Google form for event registration
    1. The form should have a name. Create a form and give it a name. …
    2. Fill in the fields. Fill in the Name and Phone fields. …
    3. The settings. …
    4. Test the form. …
    5. Your theme can be customized to match the form style. …
    6. Link the form to the website. …
    7. Make sure your form works. …
    8. See Also.

 

How to schedule a webinar with registration
      1. Log in to the Zoom website.
      2. Click Webinars in the navigation menu. The schedule of webinars will be displayed.
      3. You can schedule a webinar by clicking the Schedule a Webinar button.
      4. Set the webinar settings as desired.
      5. You can require registration by selecting the Registration option. …
      6. The Schedule button will appear.

 

Registration Options

The overview screen for your scheduled meeting will appear once you save the meeting from the previous step. You’ll find a “Registration” tab at the bottom of the menu. You will see the “Registration” window after selecting the “Edit” button next to “Registration Options.”