Scheduling templates overview

A scheduling template defines many of the settings for a meeting or webinar scheduled from the Webex site. If hosts often use the same settings for their meetings or webinars, a site administrator can save those settings in a template. During scheduling, hosts can select a template, so they don't have to set many of the same options for each meeting or webinar.

There are two types of scheduling templates:

  • Standard scheduling templates: Available for all hosts. A Webex service includes a set of standard templates. Site administrators can also make personal templates, created by hosts, available as standard templates.

  • Personal scheduling templates: A template that a host sets up and that is available only for that host. A host can create a personal template from within the meeting scheduler, by using the Save As Template option. When saving a template, the host can also save the template as a standard template, by selecting Save As Standard Template. The template then appears in the list of standard templates.

    In the list of standard templates for Webex Meetings or Webex Webinars, site administrators can:

  • Show or hide any standard template, including those templates that hosts create and save as a standard template.

  • Make any standard template the default template for Webex Meetings or Webex Webinars.

  • Delete a standard template from a Webex site.


 

Make the same changes for each language if you want your site to be consistent for every language. For example, the changes you make in English don't appear when you sign in to your site in French.

Show or hide Webex Meetings scheduling templates

1

From the customer view in https://admin.webex.com, go to Services and select Meeting.

2

Choose the Webex site to change the settings for, and click Configure Site.

3

Under Webex Meetings, select Site Options.

4

Under Standard Scheduling Templates, in the Make Visible column, check or uncheck the check box to show or hide a template.

5

Click Update.

Set the default scheduling template for Webex Meetings

1

From the customer view in https://admin.webex.com, go to Services, then select Meeting.

2

Choose the Webex site to change the settings for, and click Site Options.

3

Under Standard Scheduling Templates, in the Set as Default column, select the template to make the default template.

4

Click Update.

Delete scheduling templates


 

You can't delete the default template for Webex Meetings.

1

From the customer view in https://admin.webex.com, go to Services, then select Meeting.

2

Choose the Webex site to change the settings for, and click Configure Site.

3

Under Webex Meetings, click Site Options.

4

Under Standard Scheduling Templates, check the check box to the left side of the template to delete.

5

Select Delete Template(s).