Zoom User - Invite Other To Join During Meeting

How to invite others during a meeting

Depending on which Zoom Products and add-ons, you have many options for inviting Zoom contacts, Zoom Rooms, room systems, and dial-in participants to join the current meeting. 

1. Sign in to the Zoom desktop client.
2. Start or join a meeting.
3. In the meeting controls, click Participants  .
4. Click Invite at the bottom of the participants panel.
5. Choose from the following invite options:

Contacts

1. Click the Contacts tab.
2. Select their name from the list or search for a contact.
3. Click on the individual you would like to invite. You can select multiple contacts.
   After selecting contact(s), their name(s) will be highlighted in blue and they will appear in the list at the top of the window.
4. Click Invite in the lower right corner. 
   Selected participants will be immediately invited to the current meeting, which will appear on their desktop or mobile screen. 

Learn how to decline a meeting invite with a message.

Zoom Rooms

1. Click the Zoom Rooms tab.
2. Select the Zoom Room from the list or search for a specific Zoom Room.
3. Click on the Zoom Room you would like to invite. You can select multiple contacts.
   After selecting Zoom Room(s), their name(s) will be highlighted in blue and they will appear in the list at the top of the window.
4. Click Invite in the lower right corner. 
   Selected Zoom Rooms will be immediately invited to the current meeting, which will appear on their screen and controller. 

Desk Phones

1. Click the Desk Phones tab.
2. Select the desk phone from the list or search for a specific desk phone.
3. Click on the phone you would like to invite. You can select multiple contacts.
   After selecting phones(s), their name(s) will be highlighted in blue and they will appear in the list at the top of the window.
4. Click Invite in the lower right corner. 
   Selected desk phones will be immediately invited to the current meeting, which will appear on their phone as an incoming call. 

Room System

1. Click the Room System tab.
   By default, the Dial In information for H.323/SIP room systems will be provided. 
2. Switch to the Call Out option to enter a specific IP address or E.164 number. 
3. Click Call to call out to the specified room system. 

Email

1. Click the Email tab.
2. Select an email provider:
   • Default Email: Invite others by using your default email application for your computer.
   • Gmail or Yahoo Mail : Invite others by using the Gmail or Yahoo website. You will be prompted to sign in to your account.
     Your email service will be opened, either as through your desktop mail application or through your default web browser.
   • Add recipients to the email and send it.

Notes:

• A new email will be composed automatically with the meeting information in the email body.
• These email options are affected by the Only show default email when sending email invites option on the Settings page. Enabling this setting will remove the Gmail and Yahoo options.

Call Out

1. Click the Call Out tab.

2. Enter the name of invitee. This will be used as their display name in the meeting. 

3. Enter their phone number. 
4. Review and enable the following options: 
   • Require greeting before being connected
   • Require pressing 1 before being connected
5. Click Call to have Zoom call the provided number. 
   When the invitee answers the phone, they will be connected to the meeting as an audio-only participant. 

URL or invitation text

On any of the tabs so far, click Copy Invite Link or Copy Invitation if you want to send your instant meeting information elsewhere.

• Copy Invite Link: Copy the meeting join link.
• Copy Invitation: Copy the full invitation text. 
• Paste the URL or invitation using Ctrl + V on Windows, or Cmd + V on a Mac. You can also right-click and click Paste.
  This URL or invitation can be pasted in an email, other chat thread, or other messaging service. 

Zoom Phone

1. Click the Zoom Phone tab.
2. Enter a number or name of a contact. 
3. Press the call icon . 
   When the invitee answers the phone, they will be connected to the meeting as an audio-only participant. 

How to invite others to a scheduled meeting

You can also schedule a meeting and invite others before starting the meeting.

Desktop client

1. Sign in to the Zoom Desktop Client.
2. Schedule a meeting.
3. Click the Meetings  tab.
4. Select the meeting that you want to invite others to and click Copy Invitation.
   The meeting invitation will be copied and you can paste that information into an email or anywhere else you would like to send it out.
5. To add meetings to your calendar, click Edit.
   The Edit Meeting window will appear.
6. Scroll down to the Calendar section and then choose the calendar you want to add.
7. Click Save.

Web portal

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Meetings.
3. Click the topic of the meeting.
4. Next to Time, there are options for adding to your calendar.
   • If you click on Google Calendar or Yahoo Calendar, it will create a calendar event automatically in the specific email service you choose.
   • If you click on Outlook Calendar, this will generate a .ics file that you import to your Outlook calendar.
5. You can also manually copy the meeting information by clicking Copy Invitation.
   • If you select Copy Invitation, another window will open with the meeting invitation text.
   • Click Copy Meeting Invitation.
   • You can copy the invitation and send it out through email or elsewhere.