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How To Use Zoom: A Step-by-Step Guide ().
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Download the Zoom app. Zoom has a blue icon with an image that resembles a video camera. Use the following steps to download the Zoom app. Tap the Search tab iPhone and iPad only. Enter "Zoom" in the search bar. Click Download below "Zoom Desktop Client". There are other download options, including Zoom mobile apps available in the Apple App Store and Google Play, if you're looking for an alternative to the desktop client.
Open the install file in your web browser or Downloads folder. Open Zoom. Tap the icon on your Home screen or apps menu to open Zoom on your mobile device. If you are using the mobile app, tap the blue text that says Sign Up at the bottom of the screen. If you are using the computer application, click the orange button that says Sign Up for Free.
Enter your name and email address. Use the spaces provided to enter your name and email address. Be sure to use a valid email address that you have access to. You will need to check your email in order to verify your account. If you are using a web browser on your computer, you only need to enter your email address. You will be asked to fill out the rest of the information when you confirm your account. Alternatively, if you are signing up using the computer client, you have the option to sign up with your Facebook or Google account.
To do so, click the blue Facebook button, or white Google button at the bottom of the page. Tap the checkbox next to "I agree to the Terms of Service" mobile only. If you are using a smartphone or tablet, you need to tap the checkbox at the bottom of the form in order to agree to the terms of service. On PC or Mac, you agree to the terms of service by signing up. Click or tap Sign Up. On smartphones and tablets, it's the blue button in the upper-right corner.
On the computer client, it's the blue button below the line with your email address. This automatically sends a confirmation email to your email inbox. Check your email. Open whichever app or website you use to check your email and sign in. Open the confirmation email.
Look for an email from Zoom titled "Please activate your Zoom account" in your Inbox. Tap Activate Account. It's the blue button in the center of the verification email. This opens a form you can use to finish settings up your account. Enter your first and last name. It may populate in the fields automatically. If it does not, enter your first and last name in the first two fields in the form. Enter your desired password and confirm it.
The next two fields are where you enter your desired password. Your password must be at least 8 characters long and contain a combination of letters and numbers. You can also use special characters. Be sure you enter the exact same password in both fields.
Click or tap Continue. It's the orange button at the bottom of the page. This creates your account. Invite others to use Zoom optional. If you would like, you can invite other friends or colleagues to use Zoom. If you do not wish to invite anybody, click or tap Skip this step.
Otherwise, use the following steps to invite others to use Zoom: Enter 3 email addresses in the spaces provided. Click or tap Add another email to add more email spaces.
Click or tap the checkbox next to "I am not a robot" Click or tap the orange button that says Invite. Click or tap Go to My Account. This signs you into Zoom and takes you to the main page on PC or Mac, or opens the Zoom app on your smartphone or tablet. The first time you open the Zoom app on your smartphone or tablet, you may be asked to allow Zoom to access your camera, microphone, and other features. Tap Allow to continue on all prompts. Method 2. Open the Zoom app. It has a blue icon with an image that resembles a video camera.
Tap the icon on your home screen or apps menu, or click the Zoom icon in the Windows Start menu or Applications folder on Mac. Click or tap New Meeting. It's the orange button with a video camera. It is either in the center of the screen or at the top. This will start the meeting immediately on PC and Mac. Use the drop-down menu below the "New Meeting" icon to access further options. Tap the toggle switch to turn the video on or off. You can host a meeting with or without video. Tap the toggle switch next to "Video On" to start a meeting with video on or off.
On PC and Mac, click the arrow pointing down below the "New Meeting" icon and check or uncheck the checkbox next to "Start with video" in the drop-down menu. Select if you want to use your Personal Meeting ID. People who know your PMI can use it to join your meetings. If you toggle this option off, your meeting will be assigned a random digit number you can use to invite other people to your meeting.
Click or tap Start a Meeting. This starts your meeting. Click or tap End Meeting. 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. You can access this section by logging into your Zoom account on a web browser. As an account owner or an administrator of a pro Zoom account , you can review various Zoom statistics on the Reports section of the Zoom web portal.
Step 2: In the left panel, click on Reports. If you are an admin, the Reports link will be available under the Account Management link in the same panel. Step 3: Go to Usage Reports and select Usage. All your previous Zoom meetings will be listed here. The following information will be displayed for each of those meetings:. Step 5: Click on the Participants link to generate a Meeting Participants report. The following information will be shown in the report:.
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By using our site, you agree to our cookie policy. Cookie Settings. Learn why people trust wikiHow. Download Article Explore this Article methods. Tips and Warnings. Related Articles. Article Summary. Method 1. You can use any web browser to download Zoom. If your company or organization has Zoom Rooms, they will provide you with information about downloading the appropriate software. Since the browser and page automatically detects your operating system, this will be the appropriate Mac or Windows download.
The downloaded file will open as either an Installation Wizard for Windows or a folder that contains the Zoom application icon that you need to drag to your Application folder in Finder for Mac.
Zoom app directions -
Step 2: Sign up or sign in to Zoom by following the on-screen instructions that are similar to the desktop process. Step 3: The website will redirect you to the Zoom app and start a 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. If you tap a Zoom meeting invitation link, the app will automatically launch. You can click on your profile option and then choose an image saved in your device. Not Helpful 0 Helpful 0. Include your email address to get a message when this question is answered. If your company or organization purchased Zoom Rooms, you should receive information from them that instructs you how to download the appropriate software.
Helpful 0 Not Helpful 0. You Might Also Like How to. How to. How to Share a Zoom Meeting Link About This Article. Written by:. Darlene Antonelli, MA. Co-authors: 3. Updated: October 14, Categories: Online Communications. Article Summary X 1. Thanks to all authors for creating a page that has been read 11, times.
Is this article up to date? Cookies make wikiHow better. By continuing to use our site, you agree to our cookie policy. Featured Articles How to. Trending Articles. New Pages. Watch Articles How to. On PC and Mac, click the radio button next to your preferred audio option.
Select a calendar to add the event too. Depending on which device you are using, you can add the Meeting to your Outlook Calendar, Google Calendar, or iCalendar. To add the meeting to your calendar on Android, tap the toggle switch next to "Add to calendar".
On iPhone and iPad, tap the Calendar option and select which calendar you want to use. On PC and Mac, click the radio option next to the calendar you want to add the meeting too. Select advanced options optional. If you want to select advanced options, click or tap Advanced Options and click the checkbox or tap the toggle switch next to the advanced options you want to enable.
The advanced options are as follows: Enable Waiting Room: This creates a virtual waiting room that attendees can wait in. The host can then decide when to admit each of the attendees into the meeting. Enable Join Before Host: This option allows attendees to enter the meeting before the host arrives.
Mute participants on Entry: PC and Mac only. This option turns off the audio for attendees when they enter the meeting. Automatically Record Meeting: This option saves a video recording of the meeting to your computer or mobile device. Tap Done or click Schedule. This schedules your meeting with your settings. Method 4. Retrieve the Meeting ID. The Meeting ID is the digit number associated with each meeting. If you are invited to a meeting, you should receive a URL that ends with a digit number.
That digit number is the Meeting ID. Your invitation may come over email, instant message, or other communication means. You can click or tap the URL in the invite message to immediately join the meeting in the Zoom app.
If you do not have a Meeting ID, contact the host of the meeting. Click or tap Join Meeting. Change your display name optional. Your display name is automatically populated in the second space in the form.
If you want to change it, enter your desired display name in the second space provided. Turn off audio optional. If you don't want the other attendees to hear your microphone, tap the toggle switch or click the checkbox next to "Don't connect to audio".
Turn off your video optional. If you don't want the other attendees to see you on camera when you join the meeting, tap the toggle switch or click the checkbox next to "Turn off my video".
Click Join or tap Join Meeting. This connects you to the meeting as a participant. Click or tap Leave Meeting. When you are ready to leave the meeting, click or tap the red text that says Leave Meeting. Method 5. Connect to a meeting.
You can either start a new meeting or join an existing meeting using the Zoom app. Tap the center of the screen mobile only. If you are using Zoom on a smartphone or tablet, tap the center of the screen to display all the controls. Tap Participants mobile only. If you are using Zoom on a smartphone or tablet, tap the icon that says "Participants" to display a drop-down menu with a list of all the attendees and some options.
It's the icon that resembles a person. Click or tap Invite. It's at the bottom of the Participants' menu on smartphones and tablets. On PC and Mac, it's the icon that resembles a person at the bottom of the screen. Select a messaging method. Use one of the following steps to select a method to send invite messages.
You can also tap Invite Contacts and select contacts to invite. Android: Tap an app you want to compose an invite message in. Enter a recipient. If you select to send an invite as an email or instant message, you need to enter an email address or contact name in the field next to "To:". Compose an invite message.
If you select the option to send an invite in an app, email, or message, Zoom generates a pre-written invitation. You can change the message to say whatever you want. Send the message. When you are finished composing the message, click the button to send the message. This may be a button that says "Send" or an icon that resembles an arrow pointing up, or a paper airplane icon.
This sends the message to your recipient. Method 6. Screen sharing allows you to stream the contents of your screen to the meeting attendees instead of your camera feed. This is useful for displaying photos, text, emails, documents, videos, PowerPoint Presentations, and more.
It has an icon that resembles a screen with an arrow pointing up. On iPhone and iPad, it's at the top of the screen. On Android, PC, and Mac, it's at the bottom of the screen. Alternatively, you can click or tap Share Screen before you enter the meeting and enter the digit Meeting ID to share your screen when you enter a meeting. Select an app you want to share. You can select a specific app you have open on your device to share in the meeting, or you can tap Screen to share everything that appears on your screen.
Alternatively, you can select "Whiteboard". Whiteboard displays a white page with basic options for drawing, adding stamps and text at the top of the page.
You can use this as a virtual whiteboard during your meetings. Make annotations. Not only can you share your screen, Zoom also allows you to make annotations on-screen.
PC and Mac has more drawing options than mobile devices. Use the following steps to make annotations while sharing your screen. Hover the mouse cursor over the Meeting ID at the top of the screen on PC and Mac, or tap the arrow pointing right in the bottom-left corner on mobile devices.
Click or tap the pencil icon to display the Annotations menu. Click Format or tap Color to select color and line thickness for your annotations. Use the Text option to type text over your screen PC and Mac only Use the Spotlight option as a laser-pointer-like tool to highlight objects on the screen.
Click or tap Undo to remove the most recent annotation. Click or tap Redo to redo the most recent "Undo". Click or tap the trashcan icon to clear all annotations.
Click the red "X" icon or tap Stop Annotation to stop making annotations. Click the red Stop icon. When you are ready to stop sharing your screen, click the stop icon.
On PC and Mac, it is the red button at the top of the screen. On Mobile devices, it's in the lower-left corner when you tap the arrow pointing left.
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