How to use zoom app on laptop. 10 Tips and Tricks for Zoom

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Our Speakers. Sign up for a weekly brief collating many news items into one untangled thought delivered straight to your mailbox. Email address. Popular on BI. Latest Stories. Trending News. Buying Guides. 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. For example, some calls might be broadcast-style, where only the host appears on screen.

In that case, set Zoom to only record the audio and video of the host. Other calls might be in the style of a collaborative meeting, in which case you want to record everyone. Be sure to explore Zoom's settings at least a few minutes before recording a call.

If you don't see the option to record, check your settings in the web app under My Meeting Settings or have your account administrator enable it. If you need to share the recording later, try one of these Zaps to automatically share once the recording has finished. If you record meeting attendees' video or audio, it's common courtesy—and in some places a requirement—to inform them before you do.

Screen sharing allows the host of a call to display whatever's on their screen to everyone else on the call. Annotation tools let all the meeting participants draw and highlight what's on screen, which can be immensely helpful when discussing visual materials, such as mockups, graphic designs, and so forth. To annotate while viewing someone else's shared screen, select View Option from the top of the Zoom window, and then choose Annotate. A toolbar appears with all your options for annotating, including text, draw, arrow, and so forth.

The presenter can use the save button on the toolbar to capture the complete image with annotations as a screenshot. You can also disable attendee annotation altogether. Meetings can have more than one person at the helm. A PR rep might want to cooperatively control a meeting alongside an executive, or a team with more than one lead may prefer to each co-host rather than choose one person over the other.

Whatever your circumstances, you can start a Zoom call and have more than one person be in charge. To use co-hosting tools, you first must enable it in Zoom's Meeting Settings. Look for the Meeting tab and choose the Co-host option. Then, when you start a meeting, wait for your co-host to join, and add the person by clicking the three dots that appear when you hover over their video box. Alternatively, you can go to the Participants window, choose Manage Participants , hover over the co-host's name, and select More to find the Make Co-Host option.

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. When you are ready to end the meeting, click or tap the red text that says "End Meeting". On smartphones and tablets, it's in the upper-right corner. On PC and Mac, it's in the lower-right corner. Method 3. Click or tap Schedule Meeting. It's the blue icon that has an image that resembles a calendar page.

This opens a form you can use to schedule a meeting. Enter a meeting topic. Use the space provided at the top to enter a topic or name for the meeting. Set a date and time. Use the following steps to set a date and time. Click or tap Date and use the pop-up calendar to select a date for the meeting. Click or tap Duration and select how long the meeting is.

On Android, select the start time and end time using the drop-down menu next to "From" and "To". Tap Time Zone and select which time zone you want to use. Select if and when you want the meeting to repeat. To set a meeting as recurring on PC and Mac, click the checkbox that says "Recurring". Then you will need to set the event as recurring in the calendar app you use.

To generate a random digit number for each meeting, click the radio option next to "Generate automatically" on PC and Mac, or turn the option to use a Personal Meeting ID off on smartphones and tablets.

Set a password for the meeting optional. If you want to set a password for the meeting, click the checkbox or tap the toggle switch next to "Required Meeting ID". Then enter the desired password in the space provided. Use the toggle switch next to "Host Video On" on smartphones and tablets, or click "On" or "Off" next to "Host" on PC and Mac to enable or disable the meeting host's video feed. Use the toggle switch next to "Participant video On" on smartphones and tablets, or click "On" or "Off" next to "Participant" on PC or Mac to enable or disable the video feed for each of the meeting's attendees.

Select audio options. Tap Audio Option on smartphones and tablets and select an audio option from the menu. 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.

     

The Complete Guide on How To Use Zoom ().Easy Ways Use the Zoom App for Meetings - wikiHow

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How to use zoom app on laptop. Simple steps to run zoom meeting app on laptop or phone

   

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. For example, some calls might be broadcast-style, where only the host appears on screen. In that case, set Zoom to only record the audio and video of the host.

Other calls might be in the style of a collaborative meeting, in which case you want to record everyone. Be sure to explore Zoom's settings at least a few minutes before recording a call. If you don't see the option to record, check your settings in the web app under My Meeting Settings or have your account administrator enable it. If you need to share the recording later, try one of these Zaps to automatically share once the recording has finished. If you record meeting attendees' video or audio, it's common courtesy—and in some places a requirement—to inform them before you do.

Screen sharing allows the host of a call to display whatever's on their screen to everyone else on the call. Annotation tools let all the meeting participants draw and highlight what's on screen, which can be immensely helpful when discussing visual materials, such as mockups, graphic designs, and so forth.

To annotate while viewing someone else's shared screen, select View Option from the top of the Zoom window, and then choose Annotate. A toolbar appears with all your options for annotating, including text, draw, arrow, and so forth. The presenter can use the save button on the toolbar to capture the complete image with annotations as a screenshot.

You can also disable attendee annotation altogether. Meetings can have more than one person at the helm. A PR rep might want to cooperatively control a meeting alongside an executive, or a team with more than one lead may prefer to each co-host rather than choose one person over the other. Whatever your circumstances, you can start a Zoom call and have more than one person be in charge.

To use co-hosting tools, you first must enable it in Zoom's Meeting Settings. Look for the Meeting tab and choose the Co-host option. Then, when you start a meeting, wait for your co-host to join, and add the person by clicking the three dots that appear when you hover over their video box. Alternatively, you can go to the Participants window, choose Manage Participants , hover over the co-host's name, and select More to find the Make Co-Host option.

If the option doesn't appear, ask your account administrator to enable the settings in the Meeting tab for co-hosting privileges. Zoom lets attendees get into a video call with or without the host being present. Small groups sometimes like this option because they can have a few minutes to chit-chat before the meeting officially kicks off. In some situations, however, it could be in poor form to have attendees in a virtual room together, waiting for you to start.

A better solution is to create a virtual waiting room, where attendees remain on hold until you let them in all at the same time or one by one. Precisely how you enable a waiting room depends on the type of account you have. When you set one up, however, you can customize what the attendees see while they await your grand entrance. People who work with an assistant will love this option in Zoom that gives scheduling privileges to someone else.

Whoever manages your calendar can now schedule Zoom calls for you. To set up the scheduling assistant privilege, log into Zoom, open Meeting Settings , and look under Other. You'll see a plus sign next to Assign Scheduling Privilege. Add your scheduling assistants by typing their email addresses and finish by clicking Assign. 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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Zapier University Video courses designed to help you become a better Zapier user. Webinars Learn about automation anytime, anywhere with our on-demand webinar library. 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. To schedule a meeting for another time, open Zoom and select Schedule. Give the meeting a name, time, and date, and choose preferences such as whether you want to require a password to join.

Once scheduled, Zoom will prompt you to create an event in your calendar, which you can use to invite participants to your meeting. To start the meeting, open Zoom, click the Meetings tab, and then click Start. Did this summary help you? Yes No. Log in Social login does not work in incognito and private browsers. Please log in with your username or email to continue.

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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 Client for Meetings". 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. When you are ready to end the meeting, click or tap the red text that says "End Meeting".

On smartphones and tablets, it's in the upper-right corner. On PC and Mac, it's in the lower-right corner. Method 3. Click or tap Schedule Meeting. It's the blue icon that has an image that resembles a calendar page. This opens a form you can use to schedule a meeting. Enter a meeting topic. Use the space provided at the top to enter a topic or name for the meeting. Set a date and time. Use the following steps to set a date and time. Click or tap Date and use the pop-up calendar to select a date for the meeting.

Click or tap Duration and select how long the meeting is. On Android, select the start time and end time using the drop-down menu next to "From" and "To". Tap Time Zone and select which time zone you want to use. Select if and when you want the meeting to repeat. To set a meeting as recurring on PC and Mac, click the checkbox that says "Recurring".

Then you will need to set the event as recurring in the calendar app you use. To generate a random digit number for each meeting, click the radio option next to "Generate automatically" on PC and Mac, or turn the option to use a Personal Meeting ID off on smartphones and tablets. Set a password for the meeting optional. If you want to set a password for the meeting, click the checkbox or tap the toggle switch next to "Required Meeting ID".

Then enter the desired password in the space provided. Use the toggle switch next to "Host Video On" on smartphones and tablets, or click "On" or "Off" next to "Host" on PC and Mac to enable or disable the meeting host's video feed.

Use the toggle switch next to "Participant video On" on smartphones and tablets, or click "On" or "Off" next to "Participant" on PC or Mac to enable or disable the video feed for each of the meeting's attendees.

Select audio options. Tap Audio Option on smartphones and tablets and select an audio option from the menu. 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.