Setting up Registration in a Zoom Meeting

You can set up a quick registration form for any Zoom meeting. This allows you to get the Zoom Registration settings for that meeting, which will be outlined below.

When Scheduling a meeting, scroll down until you see "Registration". The right of this will be a checkbox labeled "Required". Click on the checkbox and then click on the blue Save button at the bottom of the page.

Managing Zoom Registrants

In Zoom, you can easily approve registration, deny registration, or unregister people form attending your Zoom meeting. Note: "user" and "registrant" will be used interchangeably.

1	Go to canisius.zoom.us and sign-in. From there, make sure you are in the meeting section of Zoom and click on the name of the meeting that you want to manage registrants for.
2	Scroll down to the bottom-- you will see a section titled "Registration" with a few options below, including "Manage Registrants". This option has an overview of the number of total registrants and the number of approved registrants. Click on the "Edit" link on the far-right to see a list of registrants.
3	From there a pop-up will appear with a list of all your registrants. The first page are registrants who need approval (if you are manually approving registrants). Click on the checkbox(es) to the left of the name(s) of the people that you want to manage. You can also select the checkbox to the left of where it says "Registrants" to select all Registrants in the list. Then either approve or deny the selected registrant(s). If you approve a registrant, they will become a part o the Approved list. If you Deny the registrant, they will become a part of the Denied list and will not be able to join the Zoom meeting using that email address. In either case, the user will get an email. Approved users will get an email with a link unique for them and denied users will get an email saying they were denied. If you would like to add extra information/reason why, then you can do that too. If you want to see more information on the registrant (including answers to questions if you added questions to your registration form), click on the registrant's name to see this information. For this user, I will choose Deny.
4	For approved users, you still have the option to cancel their registration by going to the approved users list. You can also resend the confirmation email if you choose. We'll focus on canceling a user's registration. Similar to Denying or Approving a user from the screen previously, simply click on the checkbox to the left of the user's name that you want to cancel the registration of. Then click on Cancel Registration. When you do that, they will be sent to the Denied list.

Registration Options

When you use Registration in Zoom, you also have options in how you want to handle people who register.

1	Go to canisius.zoom.us and sign-in. From there, make sure you are in the meeting section of Zoom and click on the name of the meeting that you want to manage registrants for.
2	Scroll down to the bottom-- you will see a section titled "Registration" with a few options below, including "Registration Options". This option has an overview of your choices for various settings. Click on the "Edit" link on the far-right to see a pop-up of these options and more.
3	The first page of the pop-up shows you general options on how you want to handle registration.
4	The next page is Questions. Some of these questions are required or added to the Registration form by default. Others are questions that are not on the form but might be useful.
5	You can also add your own Custom Questions to the Registration Form by going to the Custom Questions tab.
5A	Then click on the "New Question" Button.
5B	You can then choose to make the question a Short Answer (i.e., written response) or a Single Answer (i.e., multiple-choice) and whether or not it will be something that the Registrant is required to fill out. When done, click on the blue Create button in the lower-left. You can create other questions by following the previous two steps (i.e., 5 through 5B). When you are done creating questions, click on the blue Save All button in the lower-right.
6	If you want to see what your registration form will look like (and if you want to provide the link to others), scroll up until you find the Registration Link section. When you click on the link, the Registration form will open up in a new tab in your browser that you can view and/or test. You can also click on Copy Invitation to get a generic pre-made email invitation that includes the link for the Registration Form.