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Zoom Meeting

The Zoom Meeting module allows the Company Admin to schedule, manage, and track Zoom meetings with team members, clients, and vendors directly from the system.

View and manage all meetings through the Manage Zoom Meetings page.

  • Enter keywords in the search field to find a specific meeting and click Search to execute.

  • Toggle between list view and grid view using the icons at the top right.

  • Click the Filters button to access filtering options:

  • Status: Filter meetings by their current status (Scheduled, Started, Ended, or Cancelled).

  • Date Range: Filter meetings by their scheduled date range.

  • Click “Apply” to activate the filters or “Clear” to reset them.

27.1 Zoom Meetings Table Information:​

The table displays the following columns:

  • Title: The name of the meeting.
  • Start Time: The scheduled date and time the meeting begins.
  • Duration: The length of the meeting in minutes.
  • Host Name: The person or company hosting the meeting.
  • Participants: Profile icons of the assigned participants.
  • Status: The current status of the meeting, Scheduled, Started, Ended, or Cancelled.
  • Actions: Quick action buttons that vary depending on the meeting status.

Action icons available per meeting:

  • Start Meeting: Starts the meeting (available for Scheduled meetings).
  • Join Meeting: Join an active meeting in progress (available for Started meetings).
  • View: Open and view the full meeting details.
  • Edit: Modify the meeting details (available for Scheduled meetings).
  • Delete: Remove the meeting from the system.

27.2 Create Zoom Meeting​

Click the Create button at the top-right corner of the Manage Zoom Meetings page to open the Create Zoom Meeting form.

Zoom Meeting Details:​

  • Title: Enter the meeting title.
  • Description: Enter a brief description of the meeting agenda.
  • Meeting Password: Enter a password to secure the meeting (optional).
  • Start Time: Select the scheduled date and time for the meeting.
  • Duration: Enter the meeting duration in minutes.
  • Host Video: Toggle on to enable the host’s video when the meeting starts.
  • Participant Video: Toggle on to enable participant video when they join.
  • Waiting Room: Toggle on to place participants in a waiting room before they are admitted.
  • Recording: Toggle on to enable automatic recording of the meeting.
  • Status: Select the current meeting status, Scheduled, Started, Ended, or Cancelled.
  • Participants: Select the participants to invite to the meeting.
  • Host: Select the host of the meeting from the dropdown.
  • Sync to Google Calendar: Toggle on to add the meeting to Google Calendar automatically.