How to enable attendee registration for zoom meetings

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Scheduling

Overview

Scheduling a gathering that requires registration would require individuals to register with their e-mail, identify, and different non-compulsory questions, permitting you to seize extra details about your attendees. As soon as that is scheduled, you’ll be able to handle your registrants, resend affirmation emails, and may also generate assembly registration stories in order for you to obtain a listing of folks that registered.

In case you do not want to gather this a lot data, you’ll be able to schedule a gathering with out registration required.

This text covers:

Conditions

  • Host person kind should be Licensed
  • The assembly you might be enabling registration for can’t use your PMI and can’t be a No Mounted Time recurring assembly.

Enabling registration for a gathering

  1. Sign up to the Zoom net portal.
  2. Within the navigation menu, click on Meetings.
  3. Schedule a New Assembly or edit an current assembly.
  4. Within the Registration part, make certain to choose the Required examine field.
    After scheduling the assembly, the Registration and Branding tabs will seem.
  5. Handle attendees: Click on View to see a listing of folks that have registered for the assembly. Clicking on the registrant identify will present addition information about that particular person.

Customizing registration choices

After you schedule the assembly, you’ll be able to customise registration choices:

  1. Click on the Registration tab.
  2. Within the Registration Choices part, click on Edit.
  3. Customise these choices:

Registration tab

  • Computerized Approval: Anybody who indicators up will obtain data on how to be part of.
  • Guide Approval: Anybody who indicators up will want to be authorized by the host on the assembly administration web page.
  • Ship an e mail to host when somebody registers: Examine this selection in order for you to obtain an e mail when somebody registers for your webinar. Attendees will obtain an e mail if you approve their registration.
  • Shut registration after occasion date: Examine this selection in order for you to stop anybody from registering after the webinar date and projected finish time. Attendees can nonetheless register on the occasion date and as soon as the webinar begins, so long as it’s earlier than the projected finish time of the webinar. For instance, in case you schedule a webinar for 9AM with a length of two hours, the registration will shut at 11AM.
    Be aware: In case you enable this setting and make your webinar out there on-demand, folks can use the unique registration hyperlink to register for the on-demand webinar recording.
  • Permit attendees to be part of from a number of units: Examine this selection to permit webinar attendees to have the ability to be part of from a number of units, corresponding to computer systems and telephones.
  • Present social share buttons on the registration web page: Offers buttons to share the registration web page to Fb, Twitter, LinkedIn, or e mail.

Questions tab

You may customise the query fields that seem in your registration web page.

  1. Click on the Questions tab.
  2. Examine the Area(s) you want to to embody in your registration web page.
  3. (Optionally available) Examine the Required field in order for you to make that discipline required.
  4. Click on Save All.

Be aware:

  • Title and e mail tackle are all the time required.
  • Some fields like Nation/Area and State/Province will seem as dropdown menus for attendees.

Customized Questions tab

  1. Click on the Customized Questions tab to add questions to your registration web page.
  2. Click on New Query to add a query.
  3. Select the kind of query: Quick reply or Single reply.
  4. Examine whether or not the query is required.
  5. Enter the query.
  6. For single reply questions, enter the reply choices.
  7. Click on Create. Repeat the above steps to create extra customized questions.
  8. Click on Save All to save your custom-made registration.

Customizing branding

After you schedule the assembly, click on the Branding tab to customise branding choices for your registration web page:

  • Banner: Click on Add to add a picture that seems on the prime of your registration web page.
  • Emblem: Click on Add to add a picture that seems to the appropriate of assembly matter in your registration web page. The emblem additionally seems within the e mail invitation.
  • (Optionally available) Click on Add Description to add alt textual content to the picture. The outline is not visually displayed on the display however helps folks with visible impairments to entry and perceive the picture.

Customizing Phrases of Service and Privateness Coverage hyperlinks

You should use your account profile to customise the URLs for your Phrases of Service and Privateness Coverage hyperlinks. These hyperlinks seem under the registration type.

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Scheduling

Overview

Hosts of meetings and webinars with registration can view and handle their registrants earlier than the session is scheduled to begin, permitting them guarantee undesirable visitor usually are not allowed in and to put together for the viewers that can be awaiting them. They will approve or deny registrants when utilizing handbook approval, and even resend affirmation emails.

This text covers:

Manually approving or denying registrants

When utilizing handbook approval of registrants, the host will want to approve or deny every registrant.

  1. Go to the Meetings or Webinars web page within the net portal to discover the occasion, click on on the subject, and discover the Invites tab.
  2. Discover the Handle Attendeesor Handle Registrantspart and click on Edit on the right-hand aspect. This can open the checklist of registrants for this assembly or webinar. You may view three classes: Pending Approval, Permitted, Denied/Blocked.
  3. Below the Pending Approval tab, you’ll be able to view the checklist of unapproved registrants, click on on the registrants identify to view their registration particulars, and Approve or Deny their registration.
  4. (Optionally available) You can even approve or deny in bulk by deciding on a number of registrants and clicking the Approve or Deny buttons.
  5. (Optionally available) If a registrant is denied, it is possible for you to to ship a customized message to them. Enter the customized message and click on Ship.

Notes:

  • Registrants uploaded by CSV (solely out there for webinar registration) can be mechanically authorized.
  • Registrants can’t be deleted, solely authorized or denied. If a participant registered with the inaccurate data, they would wish to register once more with the right information, or the host can appropriate the data in their very own data after the report is downloaded.

Resending and accessing affirmation emails

After a registrant has been authorized, Zoom will ship them a affirmation e mail (until disabled by the host) with their distinctive be part of hyperlink and different related data for becoming a member of the occasion. If somebody has not acquired their e mail, the host can simply entry that e mail, both to copy the data and ship it with one other service, or to resend that e mail from Zoom.

If the person continues to be having issues with receiving emails from Zoom, please evaluate our e mail troubleshooting information.

  1. Go to the Meetings or Webinars web page within the net portal to discover the occasion, click on on the subject, and discover the Invites tab.
  2. Discover the Handle Attendees or Handle Registrantspart and click on Edit on the right-hand aspect. This can open the checklist of registrants for this assembly or webinar.
  3. Click on on the Permitted tab (this might not be seen if utilizing automated approval) and discover the identify of the registrant.
  4. (Optionally available) You may click on Copy to view the registrant’s affirmation e mail and replica as a lot as wanted of that e mail to ship to them with different providers.
  5. Click on on their identify after which the Resend Affirmation E mail button to ship the affirmation e mail to the registrant once more.
  6. (Optionally available) You can even resend affirmation emails in bulk by deciding on a number of registrants and clicking the Resend Affirmation E mail button.

Zoom, presently the main video conferencing platform, comes with a number of vital options constructed into its platform. One vital function that would come in useful is that the platform allows attendee registration for the Zoom meetings.

With this registration function, the host of the assembly can gather some vital particulars concerning the individuals. Additionally, there’s a system the place the individuals could be authorized mechanically if the host doesn’t need to do it manually.

Comply with this step-by-step information which exhibits how one can enable attendee registration for the Zoom meetings.

How to enable registration in Zoom meetings

Step 1: Open Zoom web site in your browser and check in to the platform.

Step 2: Click on on the “Meetings” tab within the “Private” group of the left-hand pane. Now, schedule a gathering by deciding on “Schedule A New Assembly.”

Step 3: Whereas scheduling a gathering, you’ll see a “Registration” tab. Choose the “Edit” button subsequent to “Registration Choices.”

Step 4: You’ll now be offered with three tabs — Registration, Questions, and Customized Questions.

Step 5: Go to the “Questions” tab and choose which fields you want to to seem within the registration type, and in addition choose in order for you to discipline to be necessary.

Step 6: Within the “Customized Questions” tab, you’ll be able to create new questions that may be added to the registration type.

Step 7: As soon as you might be performed finalizing query, click on on the “Save All” within the bottom-right nook.

Do observe that the attendee registration is just out there for the paid customers and free customers wouldn’t discover the “Registration” tab when attempting to schedule a gathering.

Now we have printed a number of extra Zoom how-to guides which could be fairly useful in case you are caught someplace or simply need to discover options of the video conferencing platform.

Zoom offers customers the choice to require attendees to register for Zoom meetings. You may ask for issues like identify and e mail, and set customized questions. This additionally will increase your assembly’s safety. Right here’s how to enable attendee registration for Zoom Meetings.

Right here’s aa few notes, nevertheless, earlier than we get began. First, this selection is just out there to licensed customers, which is sensible since you’d solely use this function in enterprise meetings anyway. Additionally, you’ll be able to’t use your Private Assembly ID (PMI) for meetings that require attendee registration, although we advocate you by no means use your PMI for enterprise meetings.

Enable Attendee Registration

In your net browser, check in to Zoom and choose the “Meetings” tab within the “Private” group of the left-hand pane.

RELATED: How to Set Up a Zoom Assembly

How to enable attendee registration for zoom meetings

Now, you’ll want to schedule a gathering (or edit an current one). On this case, we’ll schedule a brand new one, so we’ll choose “Schedule A New Assembly.”

You’ll now enter all the normal data required for scheduled meetings, such because the assembly identify, length, and assembly’s date/time.

This menu can be the place we enable the Attendee Registration choice. About midway down the web page, you’ll discover the “Registration” choice. Examine the field subsequent to “Required” to enable the function.

How to enable attendee registration for zoom meetings

Lastly, choose “Save” on the backside of the display if you’re completed adjusting the opposite scheduled assembly settings.

Registration Choices

When you save your scheduled assembly from the earlier step, you’ll be within the assembly’s overview display. On the backside of the menu, you’ll see a “Registration” tab. Choose the “Edit” button subsequent to “Registration Choices.”

The “Registration” window will seem. You’ll discover three tabs: Registration, Questions, and Customized Questions.

Within the “Registration” tab, you’ll be able to regulate Approval and Notification choices, in addition to a number of different settings. For instance, you’ll be able to choose in order for you to mechanically or manually approve registrants, and have a affirmation e mail despatched to you (the host) when somebody registers.

You can even shut registration after the assembly date, permit attendees to be part of from a number of units, and show social share buttons on the Registration web page.

How to enable attendee registration for zoom meetings

Regulate the settings accordingly, then head over to the “Questions” tab. Right here, you’ll be able to (1) choose which fields you’d like to seem within the registration type, and (2) if the sphere is required or not.

How to enable attendee registration for zoom meetings

Here’s a checklist of the out there fields within the “Questions” tab. Be aware that the primary identify and e mail tackle are already required fields.

  • Final Title
  • Deal with
  • Metropolis
  • Nation/Area
  • Zip/Postal Code
  • State/Province
  • Telephone
  • Business
  • Group
  • Job Title
  • Buying Time Body
  • Function in Buy Course of
  • Variety of Workers
  • Questions & Feedback

When you’re completed right here, transfer to the “Customized Questions” tab. Now you can create your individual questions to add to the registration type. You may give the registrants the liberty to depart any reply or restrict it to a multiple-choice format.

Whenever you’re completed writing your questions, choose “Create.”

How to enable attendee registration for zoom meetings

Lastly, choose “Save All” within the bottom-right nook of the window.

Now, anybody who receives the hyperlink invitation to this Zoom assembly can be required to full the registration type.

RELATED: How to Document a Zoom Assembly

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Video Webinar

Overview

The Zoom with PayPal integration permits you to cost a registration payment for your webinar by PayPal. Upon registering for your webinar, attendees can be taken to PayPal to full fee. As soon as finishing the fee, they are going to obtain the webinar’s be part of data.

On-demand webinars may also require a registration payment. If somebody registers earlier than the webinar begins, they are going to have entry to each the stay webinar and the recording. If somebody registers after the webinar begins, they are going to solely have the ability to see the recording and won’t be charged a registration payment.

In case you enable this function, Limit variety of registrants can be mechanically enabled. The variety of registrants cannot be larger than the capability allowed by the host’s webinar license (for instance, if the host has a Webinar 500 license, and the PayPal integration is enabled, the utmost quantity of registrants allowed can be 500). Nevertheless, the variety of registrants could be restricted to a quantity decrease than the utmost capability.

Be aware: If registrants are utilizing Paypal for the primary time or paid with a brand new fee technique, they could have a brief $1 cost from Paypal.

This text covers:

Conditions

  • PayPal enterprise or private account
  • Zoom Webinar add-on
  • Webinar Scheduled with Registration

Be aware: This function is presently being rolled out to all accounts with webinar licenses. In case you wouldn’t have the choice proven within the directions under, contact Zoom Help.

Enabling the function for your account

  1. Sign up to the Zoom net portal.
  2. Within the navigation menu, click on Account Administration then Webinar Settings.
  3. Within the Registration Settings part, click on Edit subsequent to Permit choice to cost registration payment.
  4. Examine Permit choice to cost registration payment.
    How to enable attendee registration for zoom meetings
  5. Click on Join to PayPal.
    How to enable attendee registration for zoom meetings
    A brand new window will open to login to your PayPal account.
  6. Enter your e mail tackle and choose your nation from the drop down menu.How to enable attendee registration for zoom meetings
  7. Click on Subsequent.
  8. Sign up to your PayPal account.
  9. Choose whether or not it is a private or enterprise account.
  10. Assessment the phrases of the PayPal and Zoom connection and click on Agree and Join.
    How to enable attendee registration for zoom meetings
  11. Click on Return to Zoom Video Communications.
    How to enable attendee registration for zoom meetings
  12. Within the Zoom net portal, click on Save.

Turning on registration charges for your webinar

  1. Sign up to the Zoom net portal.
  2. Within the navigation menu, click on Webinars.
  3. Click on on the subject of the webinar the place you want to to cost registration charges.
  4. On the Invites tab, click on Edit within the Registration Settings part.
  5. Examine Cost registration payment by PayPal.
    How to enable attendee registration for zoom meetings
  6. Enter the quantity that you want to to cost per registration, in addition to the foreign money by which you would like to cost the payment.
  7. Click on Save All.

Registering for a Webinar with Payment-based Registration

  1. On the registration web page, the required payment can be listed under the registration fields. Full the registration type and click on Pay and Register.
    How to enable attendee registration for zoom meetings
  2. Click on Proceed to PayPal.
    How to enable attendee registration for zoom meetings
  3. Log in to your PayPal account or enter your bank card data to pay.
    How to enable attendee registration for zoom meetings
  4. After finishing fee on PayPal, you’ll be redirected to Zoom. Whereas the fee is processing, the window will keep Ready for a Response from PayPal.
    You may shut this window or depart it open till the fee is full. You’ll obtain an e mail after the fee is full and you might be registered for the webinar.

Viewing Registration Particulars in PayPal

You may view particulars about registration in PayPal.

  1. Sign up to your PayPal account.
  2. Below Accomplished, find the identify of the registrant that you want to to view full particulars for. Click on on their transaction.How to enable attendee registration for zoom meetingsFull particulars concerning the transaction will now be displayed.How to enable attendee registration for zoom meetings

Cancelling registration as an attendee

In case you cancel your registration for a fee-based webinar by Zoom earlier than the beginning time of the webinar, you’ll be mechanically refund the registration payment in 3-5 enterprise days.How to enable attendee registration for zoom meetings

Refunding registration charges because the host

If an attendee cancels their registration earlier than the beginning time of the webinar, Zoom and PayPal will mechanically subject a refund for the attendee’s registration payment. Nevertheless, if the host cancels the webinar, they are going to want to manually subject funds for all registrants. Find out how to subject a refund in PayPal.

What’s the assembly voting function

It’s a perform that may begin voting through the assembly and gather solutions from individuals.

You may create a number of alternative questions prematurely for this vote.

You can even obtain ballot stories after the assembly.

To make use of the voting perform

  • The host person kind should be Professional (Professional) or larger.
  • PC model 3.5.63382.0829 or larger, Mac model 3.5.63439.0829 or larger, Linux model 2.0.70790.1031 or larger
  • The voting function is just out there at scheduled meetings.
    Prompt meetings wouldn’t have a voting function.

Be aware: Solely the unique assembly host can use the voting function. If host privileges are delegated to one other person, that person cannot use the voting function.

Activate the Voting Perform

■ Enable for all members within the group

To enable the ballot function for all members in your group, enable the ballot function in your account settings.

  1. An account proprietor or administrator with Edit Account Settings permission indicators in to the Zoom net portal and clicks Account Settings .
  2. Go to the Polling choice on the Meetings tab and ensure the settings are enabled.
    If the setting is invalid, click on the standing toggle to enable it. When the affirmation dialog seems, choose Activate to affirm your adjustments. (Optionally available) In order for you this setting to be necessary for all customers in your account, click on the lock icon and click on Lock to examine the setting.

Enable the voting perform of members of a particular group

To enable the voting function for all members of a selected group, enable the voting function in group administration.

  1. An administrator with edit permissions for the person group indicators in to the Zoom net portal and clicks Group Administration.
  2. Click on the identify of the group and click on the Settings tab.
  3. Go to the Voting choice underneath “Meetings (Primary)” on the Meetings tab and ensure the settings are enabled.
    If the setting is invalid, click on the standing toggle to enable it. When the affirmation dialog seems, choose Activate to affirm your adjustments.
    Be aware: If the choice is grayed out, it’s locked on the account degree and desires to be modified at that degree.
  1. (Optionally available) In order for you this setting to be necessary for all customers on this group, click on the lock icon and click on Lock to affirm the setting.

■ Enable the voting function for your individual use

To enable Polling for your individual use, enable polling within the assembly settings.

  1. Signed the Zoom net portal, [ setting of My Meetings , click the] case of the account administrator), or the Assembly Settings (within the case of account members).
  2. Go to the Polling choice on the Meetings tab and ensure the settings are enabled.
    If the setting is invalid, click on the standing toggle to enable it. When the affirmation dialog seems, choose Activate to affirm your adjustments.
  1. Be aware: If the choice is grayed out and cannot be modified, you will want to contact your Zoom administrator as it’s locked on the group or account degree.

Create a ballot

  1. Go to the ” My Meetings ” web page and click on on a scheduled assembly.
    If there is no such thing as a scheduled assembly, schedule the assembly.
  2. From the assembly supervisor, scroll to the underside and click on Add subsequent to the Voting choices to start creating your ballot.
  1. Enter the title and the primary query.
    For questions, examine Single Choose or A number of Choose.
  2. Enter the reply for the query and click on Save under.
  3. In order for you to add a brand new query, click on Add Query to create a brand new query for the ballot.
  1. You may add the Extra Choices ballot by repeating step 2.Be aware: You may add up to 25 votes for one assembly.

Begin voting

  1. Launch a scheduled Zoom assembly with polling enabled.
  2. Choose the Voting choice within the menu bar.
  1. Choose the vote to begin.
  2. Click on Launch Ballot.
  1. Right here, the individuals within the assembly are requested to reply the voting questions.
    Members will see a voting window related to the one under.
  1. The participant selects a solution and submits it.
  2. The host can examine the voting outcomes on the fly.
  1. In order for you the host to cease voting, you’ll be able to finish voting by clicking Finish Ballot.
  2. In order for you to share the ballot outcomes with the individuals within the assembly, click on Share Outcomes.
    Click on Resume Polling to resume voting. Members can view the outcomes of voting questions.
  1. Click on Cease Sharing Outcomes in order for you to finish sharing the ballot outcomes.

Obtain Ballot Outcomes Report

You may obtain the ballot outcomes report after the assembly.

  1. [ Report Go to].
  2. Choose “Assembly”.
    In case you held a webinar, choose [Webinar].
  1. Choose Voting Report.
  1. Regulate the date width to embody the assembly date.
  2. Click on Search.
  3. Choose the related webinar (or assembly) and click on Create CSV Report.
  4. The report is downloaded.You will get voting leads to the next format:

To establish the voters of the ballot outcomes

Assembly preregistration is turned on.
The participant’s identify and e mail tackle can be displayed.

If preregistration will not be enabled, the outcomes are displayed however the customers are displayed as “company”.

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Person guides relating to IT entry, software program, providers, safety, requests, and coaching.

This text covers how school can take attendance in a Zoom assembly.

Please observe that the attendance report is out there 30 minutes after a gathering is ended.

1. Log in to Zoom on the net.

2. Click on Experiences after which select Utilization.

3. Examine that the date vary on the prime contains the session for which you need to take attendance. Then click on on the Members hyperlink for the session.

  1. Examine that the date vary contains the date of the session for which you need to take attendance. If not, regulate the date vary and click on Search.
  2. Then click on the Members hyperlink for the session.

4. Assessment the report. Examine the Export with assembly information checkbox.

You may select to export the report with out the assembly information, but it surely’s really helpful that you simply embody it to keep away from confusion in case you obtain a number of stories.

  1. Discover that the identical scholar joined the assembly twice. This occurs when a scholar leaves the assembly and re-joins it. You will not have the ability to inform in the event that they left the assembly due to technical difficulties, however you’ll be able to see how lengthy they have been within the assembly underneath Period.
  2. Click on Export with assembly information.

4.1. Click on Present Distinctive customers to see a collapsed checklist of every distinctive attendee and their whole length.

The Complete Period contains the overall period of time the coed spent within the assembly even when they left/rejoined a number of occasions.

6. An Excel file will obtain to your laptop. Open the Excel file.

You may click on File > Save As to save this report with a brand new identify and in Excel (.xlsx) format.

Non-registered and non-authenticated customers pose a safety threat. In case you’re undecided whether or not a public Zoom occasion is the best way to go, share the assembly hyperlink solely along with your shut mates, co-workers, and purchasers. You may even password-protect it for one other layer of safety, and provides out the password through different avenues than you do the invite hyperlink.

Registration

Registering for a gathering or webinar will consumption an individual’s identify and e mail tackle. Different fields can be requested or required, corresponding to title, firm, cellphone quantity, and so forth. As soon as registered, the host can mechanically approve all registrants or manually approve every attendee. As soon as authorized, the registrant can be despatched a gathering hyperlink that’s distinctive to this registrant. With no different safeguard in place, folks exterior of Mason can be part of the convention if they’re registered.

Authentication

Authentication required for a gathering or webinar requires both

  1. a person has a Zoom account with confirmed e mail tackle at minimal, or
  2. a Zoom account tied to a confirmed Mason e mail tackle.

Company to the college won’t be able to be part of a gathering in case you select to require authentication with a Mason e mail tackle. To enable this selection, you will want to choose it within the assembly choice when scheduling or modifying a gathering.

How to enable attendee registration for zoom meetings

Penalties

Selecting to not use registration could depart your reporting missing vital data you’d have in any other case needed to have had captured. For instance, you’ll be able to higher seize e mail addresses or particular person attendee’s private data. In order for you to obtain a listing of folks that registered, see Producing Assembly Experiences for Registration and Polling.

Be aware: Members becoming a member of meetings with registration should use the Zoom desktop consumer or cell app. They won’t be able to be part of utilizing the net consumer.

Selecting to not use authentication in your convention will permit anybody to be part of. Moreover, in case you select the extra restrictive choice (Zoom account should be a Mason e mail), folks exterior of Mason can be unable to be part of, however you could be assured that the folks becoming a member of are authenticated with Zoom or Mason.

Be aware: If a participant doesn’t have a Zoom account and this setting is enabled, they won’t be able to be part of the assembly or webinar. Within the extra restrictive choice (Zoom + Mason e mail), if a participant doesn’t have a Zoom account tied to a Mason e mail, they won’t be able to be part of the assembly or webinar.

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FAQ: How to retrieve the attendance checklist for a Zoom assembly?

As Zoom can help up to 300 customers in a single session, the hosts might want to know who’ve joined the session and the way lengthy they stayed within the session and what time they depart the session. To this finish, Zoom provides utilization stories 30 minutes after a session is concluded.

To retrieve attendance checklist

  1. Go to https://eduhk.zoom.us and check in along with your EdUHK community account.
  2. On the Zoom portal, click on Experiences on the left panel and click on Utilization.
    How to enable attendee registration for zoom meetings
  3. Select the time vary and click on Search and it’ll convey up a listing of previous meetings.
  4. From the assembly you look for, click on on the variety of individuals.
    How to enable attendee registration for zoom meetings
  5. A pop-up display with the checklist and particulars of individuals can be proven. In case you want to have a singular identify checklist, tick the choice “Present distinctive customers
    How to enable attendee registration for zoom meetings
  6. You may generate an CVS file of the checklist by clicking the Export button.

Permit solely authenticated customers to be part of

Since individuals can enter the identify they need to use, it could be troublesome for the host to authenticate the individuals’ identification. Hosts may select to schedule a gathering with the “Solely authenticated customers can be part of” choice on and all individuals will want to log in Zoom with their EdUHK community account and password. Members’ full identify and e mail tackle will then be displayed within the checklist of assembly individuals.

How to enable attendee registration for zoom meetings

Be aware: Zoom Experiences could be retrieved for the final 12 months, with a search vary of up to one month at a time. If a gathering will not be began in 30 days and is batch deleted by Zoom, the stories for the assembly are additionally deleted. For particulars, please go to “Getting began with stories”.