How to Set Up a Zoom Meeting.
Click schedule to set up a new video call meeting. Click start when the meeting is due to start. Page 3. Click ‘Invite. 1. Open the browser of your choice on your Mac or PC and head to the Zoom website to create and manage an account. · 2. You can schedule, join. Host a Meeting. Click either the Start without video or Start with video button, depending on your needs.
How to Easily Use Zoom on Your Desktop or Mobile Device – How to Download Zoom
Below, you’ll see recent call and chat history, along with any outstanding Contact Requests. Tap to view the chat with any contact or to accept a request. You can also tap the star icon in the top-left corner to view your favorites or the pencil icon in the top-right corner to draft a new message.
You can also start a call, send an invitation, or edit a current event at the top of the page. Tap to begin any one of these options and follow the prompts provided. Your “Personal Meeting ID” is your unique code to start an individual meeting.
Tap on an upcoming meeting to view its details or delete it entirely. Tap on a meeting and you’ll also find the option to add invitees and send invitations to these contacts via email or text message. Search for contacts at the top of the page.
Tap the plus symbol in the top-right corner to open a pop-up menu to add a contact, create a new channel, or join a public one. You can also toggle between contacts and channels at the top. Finally access “Settings” to make any changes to your account.
You can also add Siri Shortcuts. To make changes to your profile, tap your name at the top of the screen, where you can change your profile photo, display name, or update your password. This is also where you can sign out of the Zoom app.
More Button Icon Circle with three horizontal dots. It indicates a way to see more nav menu items inside the site menu by triggering the side menu to open and close. Smart Home. Social Media. Free account holders don’t have access to the Zoom API. If you run a lot of meetings—for example, with clients—but don’t have an assistant, you might want to connect your scheduling app, Zoom, and your calendar.
Whenever someone books an appointment in a scheduling app, for example, Zapier can automatically create a new Zoom meeting and add it to whatever app you use for your personal calendar. Here are some pre-built Zaps to power this workflow, but you can create a Zap with whatever apps you use.
To make this automation even more powerful, you can add a step that shares the meeting details with your team via a chat app like Slack. We use this automation all the time here at Zapier—any time a new team meeting in Zoom kicks off, the Zoom link gets posted to the appropriate channel in Slack automatically. For weekly meetings, monthly check-ins, and other regularly-scheduled calls, Zoom lets you create a recurring meeting. There are two benefits to using this setting.
First, it lets you lock in all the call settings you want once and have them be in place every time you meet. Second, recurring calls use the same join URL each time, so you never have to send a fresh one to attendees.
Additionally, if you meet with the same group regularly but not on a regular schedule, you can choose an option called No Fixed Time, which lets you use the same settings and meeting ID over and over with the same group, no matter when you get together.
This option is popular with educational groups who use Zoom as their virtual classroom. How you do this will depend on which platform you’re using, but you can refer to Zoom’s documentation for setting up your recurring meeting. Fair warning that for any recurring meeting, you cannot schedule it with your Personal Meeting ID also called PMI in Zoom; it’s a virtual private meeting space for you, and the link never changes.
Also, know that all recurring meeting IDs expire after one year, so you’ll have to generate a new one then. Say you’re using Zoom to hold a mandatory event, like a university lecture or a safety training session. You probably want to know who attends. You can get that information from a report once the meeting is finished. Look for Usage Reports, and then click Meeting to find the meeting you want, select the report type and date range, and generate the report.
Requirements: To generate an attendee list, you need to be the 1 the host of the meeting, 2 in a role with Usage Reports enabled, or 3 an account administrator or owner. In addition to getting an attendance sheet, you can also gather information from meeting attendees about themselves before they join the call. For example, you might want to require that attendees provide their name, company affiliation, or industry. To collect this information, first you need to require Registration, an option found in the My Meetings tab of the Zoom web app.
Then, you can set up a form that attendees must fill out before they can join the meeting. For the registration form, Zoom provides standard fields, such as name and company affiliation, that you add using checkboxes. To add new questions or fields, jump over to the tab called Custom Questions. If you’re using Zoom to run a digital event like a webinar, however, you might want to let attendees register via a form on your website or an event management app.
Automation is a great way to make sure that everyone who signs up for your webinar is then registered in Zoom. These pre-built Zaps are perfect for getting started:. You can make this automation even more powerful by making sure that any registrant information you collect is also added to your CRM or email marketing tool, so you can follow up more easily.
Requirements: To require attendee information in Zoom, the host must have a Pro account. Additionally, the meeting cannot be your Personal Meeting ID.
Zoom lets you record your web conferencing calls as videos, a handy feature for sharing the meeting with people who may have missed it or for reviewing what was said. When you record, you must choose whether to use the local or cloud option. Local means you store the video file yourself, whether locally on your computer or in another storage space that you provide.
With Cloud, which is for paying members only, Zoom stores the video for you in its cloud storage different account types come with different amounts of storage. One convenience of the cloud option is that people can stream the video in a web browser once it’s ready.
When creating a video from a conference call, it makes a big difference in the final quality to optimize a few settings in advance. Click either the Start without video or Start with video button, depending on your needs. Select additional Meeting Options , including Require meeting password, if desired. Click the Copy to clipboard button, then paste the information in your desired calendaring program in order to invite other participants.
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– How to start a zoom meeting in laptop
During the pandemic, the Zoom video conference tool became the essential tool to keep up to date with the remote work, hold meetings and stay optimistic by seeing your close ones, even via a computer screen. In this article, we will explain to you how to organize a Zoom meeting, schedule it or even set it up for someone else.
Fill in your data, create a password and confirm your email address via the new letter in our inbox. Next, open the app and tap on New Meeting , select whether it will be a video meeting or just audio, and click on Start a Meeting.
To set up a Zoom meeting in advance, open Zoom on your computer and click Schedule. Next, type the topic of the meeting, choose the date and time of the meeting, choose whether you want it to be a video or audio call, would you like to invite other participants, and add it to your calendar.
After you filled in the gaps, click Schedule. The process of scheduling a meeting on Zoom from a mobile phone is very much alike to the one described above on a computer. Open the Zoom mobile app and tap on Schedule , fill in the gaps, select the date, time, and duration of the meeting, and then Save and share it via email or invitation link.
To schedule Zoom meetings on your behalf, you need to delegate another user to set meetings for you. To do so, both of you need to install the latest Zoom version and have the Licensed or On-Prem accounts. To transmit the scheduling privilege to someone else, go to Zoom web , sign in, and go to Settings. Type one or several email addresses of your assigned users and click Assign.
A new window will appear, presenting various methods for inviting people to the call. Finally, if you want to invite someone via Slack or some other communication app, you can 1 copy the video conference invitation URL, or 2 copy the invitation email to your clipboard and share it with them directly.
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