How to Create a Zoom Meeting Link

Learn everything you will ever need to know about creating Zoom meeting links, and get the ball rolling on your next meeting like a pro.

by 

James Moffatt

-

October 30, 2024

Creating a Zoom meeting link makes it easy to share, invite, and join meetings without breaking a sweat, and we should thank our lucky stars that this is the reality with how often we are finding ourselves either on the Zoom app, in a Zoom meeting, or sending a meeting invitation in this remote age... This guide will walk you through creating a meeting link using the Zoom desktop client, mobile app, and web portal, and how to manage settings for a smoother, more customized experience.

1. Creating a Zoom Meeting Link on Desktop Client (Windows/Mac)

So, first up is the Zoom desktop client. The desktop client offers a feature-rich platform for scheduling and managing meetings, which is great (if you know how to use it). Here’s how to create a meeting link using the desktop app:

  1. Launch the Zoom Desktop Client:
    • Open the app and sign into your Zoom account.
  2. Click on Schedule:
    • Find the “Schedule” button on the home screen, usually near “New Meeting” and “Join.”
  3. Set Meeting Details:
    • Meeting Topic: Set a name that reflects the purpose of the meeting. For example, you might be wanting to create a "daily standup", or a "brainstorming session".
    • Date and Time: Choose the exact date, time, and duration.
    • Recurring Meeting: Select this option if the meeting will happen regularly. You can set it to repeat daily, weekly, or at custom intervals to give you and the team full control.
  4. Configure Video, Audio, and Security:
    • Video: Do you want to see and be seen? Decide if you want video on or off by default for the host and participants.
    • Audio: Select either “Telephone and Computer Audio” or specific settings to suit all of your Zoom audio needs.
    • Security Settings: Choose to enable a passcode or waiting room for additional privacy and control over your new Zoom meeting.
  5. Advanced Options:
    • Mute participants upon entry, enable meeting recording, or allow participants to join anytime, depending on the meeting type.
  6. Save and Copy Meeting Link:
    • Once you’ve saved the meeting, go to the “Meetings” tab, select the scheduled meeting, and click “Copy Invitation.”
  7. Add to Calendar:
    • A great one to master! You can add the meeting to Google Calendar, Outlook, or Yahoo Calendar by selecting your preferred calendar integration.

Now, speaking of calendar integrations, we have a tip for you. To have your Zoom meetings fully recorded, transcribed, and noted down, you can integrate an AI note taker. Our suggestion: Bubbles Notetaker.

Bubbles automatically joins Zoom meetings, records them, transcribes conversations, and generates scarily accurate meeting minutes. Bubbles even provides key action items and sends a follow-up email post-meeting, which means you and your team/colleagues can stay completely focused in your meetings. Get started for free with the Bubbles Chrome/Edge extension.

2. Scheduling a Zoom Meeting Link via the Zoom Web Portal

The Zoom web portal is accessible through any browser and provides a straightforward method to create meeting links without downloading additional software for you more casual of users. Here’s how:

  1. Log into Your Account:
  2. Navigate to Schedule a Meeting:
    • In the top navigation menu, click “Meetings,” then select “Schedule a Meeting.”
  3. Fill Out Meeting Information:
    • Topic and Description: Same again here compared to the Zoom desktop client. Fill in the purpose and description of your meeting to give participants context.
    • When: Select date, time, and duration. A quick FYI - Zoom meetings don’t end automatically when time runs out, but it’s helpful for planning.
  4. Set Recurring Meeting Preferences:
    • Choose to repeat meetings daily, weekly, or monthly, if needed. Recurring meeting links remain the same for each instance, making it easy for participants to join regularly and even keep note of which meeting is which.
  5. Customize Meeting Security and Host Controls:
    • Add a passcode or enable the waiting room feature to filter participants before they join. You can't be having any unwanted guests in your Zoom meetings!
  6. Generate and Copy the Meeting Link:
    • Once you’ve saved the settings, Zoom will display a unique meeting link. You did it! Copy this link to share via email or chat.
  7. Add the Meeting Link to Your Calendar:
    • Use integrated options to create an event on Google Calendar, Outlook, or Yahoo for easy access and reminders.

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3. How to Create a Meeting Link Using the Zoom Mobile App (iOS/Android)

Phone users, it's your turn! Creating a meeting link on your mobile app is perfect for on-the-go scheduling so I can understand exactly why you would want to know this. Here’s how to do it:

  1. Open the Zoom Mobile App:
    • Sign in to your account if you haven’t already.
  2. Tap on Schedule:
    • On the home screen, look for the “Schedule” button at the bottom.
  3. Set Up Meeting Information:
    • Topic: Here we go, customization time. Add a descriptive name for the meeting.
    • Time and Date: Choose when the meeting will take place, and set it as recurring if needed.
    • Meeting ID and Security Options: You have plenty of options here. Choose whether to generate a new meeting ID or use your Personal Meeting ID (PMI) and add a passcode if desired.
  4. Choose Video and Audio Options:
    • Select if you’d like the host and participants’ videos on or off when they join.
    • Decide on the audio type: “Device Audio,” “Telephone,” or both. This is going to be a personal decision, as it can depend on a range of factors (mic quality etc).
  5. Save the Meeting Link:
    • Once everything is set, tap “Save,” and your scheduled meeting will appear in the “Meetings” tab.
  6. Send Invitations:
    • Tap your meeting to view details and copy the meeting link to share via email, chat, or SMS. Again, even with mobile, you can add it to your mobile device’s calendar for easy tracking and organization which I would highly recommend.

4. Instant Zoom Meeting Links for Quick Meetings

For your more spontaneous and ad-hoc of meetings, you can generate an instant Zoom meeting link and kick things off rapidly:

  1. Start an Instant Meeting:
    • Open Zoom, and click “New Meeting.” The meeting will begin immediately.
  2. Invite Participants in Real Time:
    • Open the Participants panel, click “Invite,” and either copy the meeting link, send via email, or use SMS if you are on mobile for this Zoom meeting.
  3. Sharing the Link:
    • To reiterate that, you will want to copy the link from the meeting controls and send it to attendees however works best for you.

5. Customizing Zoom Meeting Links for Consistency

Zoom is a great choice in that it lets you personalize meeting links for regular or recurring use, which can make things easier both for you as the Zoom meeting host, and for attendees:

  • Use Your Personal Meeting ID (PMI):
    • If you are always meeting with the same group, use your PMI to create a consistent meeting link.
    • To enable this option, select “Use Personal Meeting ID” when scheduling.
  • Create a Recurring Meeting:
    • As mentioned above, for ongoing meetings, set up a recurring schedule so the same link is used every time.
  • Customize Invitation Text:
    • Copy the invitation details and personalize the text with relevant details before sharing with participants.

6. Integrating Zoom Meeting Links with Your Calendar

Adding your Zoom meeting link to a calendar is highly, highly convenient for reminders and scheduling and is basically a no brainer. Here’s how you can turn your next Zoom meeting into a calendar event:

  1. Google Calendar Integration:
    • When scheduling through the desktop client or web portal, choose Google Calendar to automatically create an event.
  2. Outlook Calendar:
    • Select Outlook Calendar when scheduling, and it will open the event details with your Zoom link included.
  3. Yahoo Calendar:
    • This integration opens Yahoo Calendar with prefilled event details, including your Zoom meeting link.

7. Copying and Sharing Your Zoom Meeting Link

So, you've created your Zoom meeting link, and the next logical step is likely to be sharing this link. Sharing your meeting link with participants can be done through several channels:

  1. Copy Link from Scheduled Meetings:
    • Go to “Meetings” on any platform, select your meeting, and click “Copy Invitation” or “Copy Link.”
  2. Share via Email or Messaging Platforms:
    • Paste the link into emails, chats, or messaging services like WhatsApp or Slack. Speaking of pasting the meeting link, you could also paste the meeting link into the Bubbles Chrome/Edge extension. By doing so, your Notetaker will join the meeting instantly and begin to record and transcribe your Zoom meeting. Btw, Bubbles is free, so you should definitely give it a go in your next meeting.
  3. Send via SMS on Mobile:
    • If you’re on mobile, directly send the meeting link via SMS for easy distribution.

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Additional Tips for Managing Zoom Meeting Links

  • Manage Participant Permissions:
    • Enable or disable options like “Mute on Entry” to control background noise and spare yourselves from having to ask people to mute themselves on Zoom.
    • Use the waiting room to review participants and make sure they are meant to be attendees before allowing them to join.
  • Record the Meeting Automatically:
    • Use Bubbles to record your Zoom meeting automatically. You have two choices here - using the Bubbles app, or using the Bubbles Chrome/Edge extension.
  • Test Links in Advance:
    • Make sure your new meeting links work correctly by testing them in different browsers or devices.

Creating a Zoom meeting link is simple, but knowing how to use all the settings can make your meetings more secure, efficient, and exactly what you want them to be. You're all set now, and I'm happy to send you on your way knowing that you can create, share, and manage Zoom links easily.

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