How to use Zoom: 10 tips and tricks for better video meetings
Here’s everything you need to know. Head to the Zoom website , and sign into your account. Once logged in, click My Account in the top-right corner of the homepage. Click Schedule in the top-right corner. This will open a form where you can fill out the meeting topic and description, as well as set the date and time. You’ll also have the option to schedule it as a recurring meeting.
Edit all of the details and when you’re done, scroll to the bottom and click the Save button. On the next page, you have the option to add the meeting to your Google Calendar, Outlook Calendar, or Yahoo Calendar. Or, you can copy the invitation link and share it with your guests. Open the Zoom desktop app on your computer and sign in, if you’re not already. On the Home tab , click the Schedule button. Choose your Video , Calendar , and Security settings. In the Advanced Options section, you can choose additional settings, like muting participants as soon as they enter the meeting.
Click the blue Save button when you’re done. Your scheduled meetings will appear on the right side of the Home tab. You can also view your scheduled meetings in the Meetings tab of the app. Enter the meeting name and set the date and time. Tap Save in the top-right corner when you’re done.
Zoom will automatically open an email to share your meeting invitation. Enter in the email addresses of people you want to invite, then click the up arrow to send. Another way to share the meeting invitation is to go to the Meetings tab and select the meeting you’ve just scheduled. Topic: By default, Zoom will set the topic as [Your Name]’s Zoom Meeting, but you can change it to more accurately describe what will be discussed.
Is it a catchup between friends? A weekly progress meeting with your team? Choose something descriptive so that coordinating calendar reminders will let attendees know the general subject of the meeting at a glance. Click the box next to Recurring meeting for Zoom meetings that happen at a similar time and date every week. Note that Zoom meetings are created in your time zone, and for anyone that adds the meeting to their calendar the time will automatically be adjusted to their time zone.
Zoom notes that your Personal Meeting ID is a virtual meeting room that’s always resolved for you. It’s ideal for people you meet with regularly, once someone has a link to your Personal Meeting ID they can join any time the meeting is being used. Passcode: This security setting helps to ensure that only intended guests can access your meeting. Zoom will automatically generate a passcode of random numbers or letters, but you can change it to something that’s easier to remember.
Participants can join Zoom Meetings from different locations, regardless of whether they’re joining the meeting from home, in a conference room in the office, or on their mobile phone. In short, Zoom Meetings are the software that you purchase and can start using right away from your computer. Zoom Rooms are physical setups to make using Zoom Meetings as seamless as possible. With Zoom Rooms, you can enable one-click meeting start, effortless screen sharing, and more. Want to know how to set up a Zoom Room?
It’s easier than you might think. Soon, you could be on your way to one-click meeting start and effortless screen sharing. Now, the setup process begins. Don’t worry, it’s not as complicated as it seems. All you need are:. The Meeting Owl Pro improves the Zoom meeting experience for remote workers by making them feel like they’re in the conference room. When you add it to your Zoom Room, your meeting space becomes increasingly intelligent over time as we introduce new Smart Meeting Room integrations and analytics and productivity features.
Need some help setting up your meeting room tech? We have a handy Zoom Room setup guide for you.
How to create meeting room in zoom app. Instructions
Note: To set up integrations between Zoom and Zapier, you need a paid Zoom account. 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.
Then, at the top menu, select Personal Meeting Room. Here, you will see all of the information and some of the settings associated with your Personal Meeting Room. To set a password for your Personal Meeting Room, first click Meeting on the top menu. Next, select Settings on the side bar listed on the left.
When enabled, you can use Teams Rooms to join meetings hosted on Cisco WebEx and Zoom just as easily as you can join meetings hosted in Microsoft Teams. The first thing you need to do to enable a one-touch join experience from Team Rooms is set the calendar processing rules for the device’s Exchange Online room mailbox.
The room mailbox needs to allow external meetings and keep the message body and subject so it can see the URL needed to join the third-party meeting. To set these room mailbox options using the Set-CalendarProcessing cmdlet, do the following:.
Connect to Exchange Online PowerShell. Depending on whether you wish to host a meeting immediately, or schedule a meeting for later go to one of the following sections:.
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.