To set up a meeting with your client, simply click on Schedule a Meeting on Zoom for web or click on the Schedule button on your chosen Zoom app.
- Sign in to your Zoom web portal.
- Click Meetings.
- Click Schedule a Meeting.
When scheduling your meeting, you will be prompted to enter a Topic. The default setting is My Meeting.
The topic you put on your meeting will appear as the subject for you and your client, so make sure that you create an appropriate meeting title.
You can also put in a Description for your meeting if you are using Zoom for web. This is optional.
You will also be prompted to put in a Date, Time and Duration for your meeting. The default duration is set at 30 minutes or 1 hour.
If you have a basic plan, a meeting with more than three participants is capped at 40 minutes.
You will be given an option whether to set a meeting password or not. This decision is up to you. For security purposes, a meeting password is advisable. The default option is a password generated for you.
Finally, you have several Video, Audio and Meeting options (under Advanced Options on Zoom apps) available to you. Choose your preferred option and click on Save.
To send this Zoom meeting to your clients, click on one of the calendar options available. Your chosen calendar and email app (Google Calendar and Gmail, Outlook or Others) will open and you can send the calendar invite to your clients.
Setting up Zoom meetings can be different depending on which app you use.