How To Use Zoom: A Step-by-Step Guide ()
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How to conduct zoom meeting on pc.How to set up a Zoom meeting
Note: You can also start a meeting quickly through the desktop app by following the instructions we list for mobile devices later on.
You can send these to participants via text, email or instant messaging. Step 4: You can also directly email the meeting details through your preferred email client via the Zoom app itself. Step 3: Edit meeting settings according to your preferences such as switching video off for participants, using a Personal Meeting ID, etc.
Zoom will now give you the option to share your meeting details via a variety of communication platforms. These include various text, email and messaging apps on your smartphone. Note: The same steps apply to both your desktop and your phone. If you have a join link for a meeting, just click on it or paste it into your web browser to join the meeting.
Step 2: Enter meeting details in the Schedule Meeting pop-up window that appears. You can set its date and time, privacy and access settings. You can also select your preferred calendar between iCal, Google Calendar or others to schedule the event in your calendar.
Step 4: Zoom will redirect you or open another form for adding the event to your preferred calendar. Recording a meeting lets you easily use it as a reference to document everything that was discussed.
This is especially important for remote teams who use Zoom video conferencing as their key mode of communication. Zoom allows you to record meetings easily and save them either to your local device or the Zoom cloud.
By saving it to the Zoom cloud, your team members can access it across multiple platforms easily. Alternatively, you can also end a meeting to stop recording it. Step 5: After you end the meeting, Zoom converts the recording to MP4 format and stores it in your preferred location. You can now easily access your recorded sessions any time you want!
The mobile version of Zoom lets you save meeting recordings only to the Zoom Cloud. After you add your scheduling assistants, they must log out of Zoom and log back in for the feature to take effect.
From this point on, assistants can create meetings for others by using the Schedule tool. Look for Advanced Options or Meeting Options depending on which version of Zoom you use , and follow the prompts to create a new meeting. Requirements: The primary Zoom account holder and everyone who receives scheduling privileges must all have Pro or Corp licenses.
And for webinars, both account holder and scheduler must have webinar licenses. If you use Zoom more than once a week, there are a couple of keyboard shortcuts worth learning to save you oodles of time.
I is for invite. M is for mute. S is for share. For more inspiration on how to use Zoom more efficiently, explore more Zaps you can create with Zoom and Zapier. The Zapier editorial team is an experienced group of writers and editors who want to help people be more productive at work. A freelancer's simple project management template for Notion. How to use ConvertKit's tip jar feature to support your work.
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Search apps…. Log in. Sign up. Home Productivity App tips App tips 7 min read. Create Zoom meetings for new Calendly events. Try it. Calendly, Zoom. Update Google calendar events with Zoom meeting links when new bookings are made via OnceHub. Google Calendar, OnceHub, Zoom. Create detailed Google Calendar events from new Zoom meetings.
Google Calendar, Zoom. Get Slack notifications for new Zoom meetings. Slack, Zoom. Add new Eventbrite attendees as Zoom webinar registrants. Eventbrite, Zoom. Enroll new Mailchimp subscribers as Zoom webinar registrants. Mailchimp, Zoom. Add new Leadpages leads as Zoom registrants.
Leadpages, Zoom. Create Zoom registrants from new contact activities on ClickFunnels. ClickFunnels, Zoom. Generate Zoom registrants for new Gravity Forms form submissions.
Gravity Forms, Zoom. Add new Zoom registrants to Mailchimp as subscribers. Add new Zoom webinar registrants to Keap Max Classic as contacts. Keap Max Classic, Zoom. Update ActiveCampaign contacts from new Zoom registrants. ActiveCampaign, Zoom. Zoom Free: This is the best option if you're testing out Zoom, or if you work solo or with only one or two other people in the same location as you and do the brunt of the meeting scheduling and coordinating.
With the free version of Zoom, users can hold an unlimited number of meetings, but group meetings with multiple participants are capped at 40 minutes in length.
Zoom Pro: This is the best option if you're using Zoom with a small team with at least one member working remotely full-time or part-time so you can collaborate effectively, no matter where the meeting is hosted.
Zoom Business: Zoom Business is best-suited to small to medium-sized businesses with multiple teams regularly scheduling Zoom meetings. Zoom Enterprise: For businesses with 1, employees or more, this tier of Zoom offers unlimited cloud storage for recordings, a dedicated customer success manager, and discounts on webinars and Zoom Rooms.
Once you've selected the Zoom plan you'd like to start using, you can sign up and download Zoom onto your computer to start using it. Users can sign up using their work email if they're signing up for an individual free account, or if your system administrator is signing up for a Pro, Business, or Enterprise account, you'll be invited to sign up for Zoom as one of your company's hosts.
If you're setting up a Zoom Room , you'll also need to download "Zoom Rooms for Conference Room" on the in-room computer and "Zoom Room Controller" for the tablet in the meeting room.
Next, you'll want to sync Zoom to your calendar so you can schedule Zoom meetings that appear on your calendar, or so you can easily add a Zoom Meeting link to events on your calendar so remote participants can join.
To do this, when you're signed into Zoom, navigate to "Settings," then "Meetings," then "Synced Calendars. By doing this, you can sync calendars with Zoom in both directions, so your calendar client will offer an option to add a Zoom link, and your calendar will show Zoom Meetings you schedule in the Zoom app. If your business sets up Zoom Rooms, you can sync those rooms to your company's shared calendar so employees can see which meeting rooms are available when they go to book.
Zoom Rooms can also be set up to display upcoming meetings so employees are cognizant of when they need to start wrapping up, or when they can sit down in a drop-in meeting. Source: Zoom. Now you're set up to get started using Zoom. You can schedule a meeting using Zoom using your calendar client as explained and shown above , or you can schedule a meeting via the Zoom app.
To do this, you can start a new meeting in the moment by clicking "New Meeting," or clicking "Schedule Meeting" to book a Zoom meeting for the future:. Then, you can edit the details of your meeting -- for example, you can schedule a recurring meeting, set a meeting password, and choose which calendar you want to sync.
Once you're in a Zoom meeting, you can use features like turning your video and microphone settings on and off, inviting other meeting participants, chatting with other meeting participants, recording the meeting, and sharing your screen.
Now that you understand the basics of Zoom, use these pro tips for getting the best possible experience. To address Zoom security issues, Zoom has outlined its security and privacy features. We've explained some of these privacy features below. Zoom bombing, or Zoombombing, occurs when an uninvited individual gains access to your Zoom meeting. They join the Zoom session with the intent to disrupt the meeting. Luckily, Zoom bombing can be prevented by enabling Zoom's privacy settings.
When you schedule a new meeting, under the Password section, click the checkbox next to Require meeting password. This allows you to type in a strong password that you can share with meeting participants.
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