Want to learn how to use Zoom?
With teams across the world working remotely during the COVID-19 pandemic, video conferencing tools like Zoom have become extremely popular.
However, if this is your first time using Zoom, understanding it might be challenging!
But don’t worry.
This article is a step-by-step guide to help you get started with Zoom quickly. We’ll also cover the tool’s key features and pricing to help you determine if it’s the right video tool for you and your team.
Additionally, we’ll highlight three tips to help you conduct effective virtual meetings.
This article contains:
(Click on the link to jump to a specific section)
- How To Get Started With Zoom
- How To Set Up A Zoom Meeting
- How To Join A Zoom Meeting
- How To Schedule Meetings
- How To Record Zoom Meetings
- How To Track Attendance in Zoom
3 Additional Features Of Zoom (and how to use them effectively)
Let’s get started.
What is Zoom?
Zoom is a cloud-based video conferencing tool that lets you host virtual one-on-one or team meetings easily. With powerful audio, video and collaboration features, this remote communication tool connects remote team members with each other.
Zoom’s key features include:
- HD video chat and conferencing
- Audio conferencing using VoIP (Voice over Internet Protocol)
- Instant messaging
- Virtual backgrounds for video calls
- Screen sharing and collaborative whiteboards
- Hosting video webinars
How to use Zoom meetings (step-by-step guide)
Zoom makes it super easy for anyone to set up and conduct a virtual face-to-face meeting — but if you’ve never used the tool before, this can still be tricky.
To help you out, here’s a step-by-step guide to using Zoom Meetings the right way.
We’ll cover the steps for both desktop and mobile platforms on:
- How to Get Started with Zoom
- How to Set Up a Zoom Meeting
- How to Join a Zoom Meeting
- How to Schedule Meetings
- How to Record Meetings
A. How to get started with Zoom
1. For desktop
Step 1: To get started with Zoom, head to their website, and click on the “SIGN UP” button that’s at the top-right corner of the screen.
Step 2: You have two options when it comes to creating a Zoom account.
You can either:
- Create a new account using your work email address.
- Sign in using SSO (Single Sign-On) or your Google or Facebook account.
If you’re using Zoom for a company meeting or other work purposes, it’s best to sign up using your work email address.
Step 3: Zoom will now send you an email with a confirmation link.
Click on that link to go to Zoom’s Sign Up Assistant and sign in using your credentials.
Step 4: Download the desktop app/Zoom client from the Zoom website for easy access.
2. For mobile
Step 1: Download the Zoom iOS or Android app from the App Store/Play Store.
Step 2: Sign up or sign in to Zoom by following the on-screen instructions that are similar to the desktop process.
B. How to set up a Zoom meeting
Here’s a step-by-step guide to set up a Zoom meeting easily:
1. For desktop
A. Starting a Zoom meeting
Step 1: Log in to your Zoom account.
Step 2: Hover your cursor over the “HOST A MEETING” link at the top-right corner of the screen, and select one of the following options:
- With Video On
- With Video Off
- Screen Share Only
Step 3: The website will redirect you to the Zoom app and start a meeting. Here, you can edit meeting settings or copy the “Invitation URL” that you send to the attendees.
Note: You can also start a meeting quickly through the desktop app by following the instructions we list for mobile devices later on.
B. Adding participants
Step 1: Start a new meeting on the Zoom desktop app.
Step 2: In the new meeting screen, click on the “Invite” button in the toolbar at the bottom.
Step 3: Here, Zoom will give you the options to either “Copy URL” or “Copy Invitation”. 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.
2. For mobile devices
A. Starting a Zoom meeting
Step 1: Open the Zoom mobile app and sign in to your account.
Step 2: Tap the orange “New Meeting” icon that appears on your screen.
Step 3: Edit meeting settings according to your preferences (such as switching video off for participants, using a Personal Meeting ID, etc.).
Once you’re done, tap the blue “Start a Meeting” button.
B. Adding participants
Step 1: Once the meeting starts, tap the “Participant” icon in the toolbar at the bottom of your screen to add and manage participants.
Step 2: In the Participants window that opens up, tap on the “Invite” option at the bottom left.
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.
C. How to join a Zoom meeting
Here’s a step-by-step guide to join a Zoom meeting quickly:
Note: The same steps apply to both your desktop and your phone.
A. Join using a Meeting Link
If you have a join link for a meeting, just click on it or paste it into your web browser to join the meeting.
B. Join using a meeting ID
Step 1: Open the Zoom app and click on the “Join” icon.
Step 2: Paste the Meeting ID in the box provided, add your display name for the meeting and click on the “Join” button.
You’re now all set to communicate with your team members!
D. How to schedule meetings
With a busy schedule, you can easily forget about appointments or upcoming business meetings.
Luckily, Zoom lets you schedule meetings in advance to avoid this!
You can schedule a meeting by setting:
- Its date and time
- Meeting ID
- Whether it requires a password to join or not
- And more!
Here’s a step-by-step guide to schedule meetings in Zoom easily:
A. For desktop
Step 1: To schedule a meeting, head to the Zoom app and click on the blue “Schedule” button (looks like a calendar icon).
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.
Quick Tip: Setting a meeting password can help avoid Zoombombing, which happens when someone who hasn’t been invited to the meeting joins and disrupts it.
Step 3: Once you’ve adjusted preferences, click on the “Schedule” button at the bottom right of the screen.
B. For mobile
Step 1: Open the Zoom app.
Step 2: Go to the Meet & Chat homepage and click on the “Schedule” button.
Step 3: Enter the meeting name, date and time and click “Done.”
Step 4: Zoom will redirect you or open another form for adding the event to your preferred calendar. Enter details like participant names and set the notifications into your calendar event, then tap “Done.”
You have now scheduled a Zoom meeting!
E. How to record Zoom meetings
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.
Here’s how to record Zoom meetings:
A. For desktop
Step 1: Start a meeting.
Step 2: In the Zoom toolbar, click on the “Record” icon.
Step 3: Choose between “Record on this Computer” or “Record to the Cloud.” This starts the recording, and all meeting members will see the word “Recording” in red at the top of the screen.
Step 4: Click on “Pause/Stop Recording” to stop recording the meeting. 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!
B. For mobile
The mobile version of Zoom lets you save meeting recordings only to the Zoom Cloud. Here’s how to record a Zoom meeting from your mobile:
Step 1: During a meeting, tap on the “More” option in the toolbar.
Step 2: Select the “Record to Cloud” feature to begin recording.
Step 3: You can pause or stop the recording by clicking the “More” button.
Step 4: After the meeting, you can find your recording in “My Recordings”. You can access this section by logging into your Zoom account on a web browser.
F. How to track attendance in Zoom
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.
This includes data such as registrations, attendees list, webinar poll results, performance, and Q&A.
Follow the below steps to access the attendance report:
Step 1: Log in to your account on 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:
- Meeting topic
- Meeting ID
- Start and end time of the meeting
- Duration of the meeting
- Number of participants in the meeting
Step 4: Select the date and click Search.
Step 5: Click on the Participants link to generate a Meeting Participants report.
The following information will be shown in the report:
- Meeting participants
- Their joining time
- Their leaving time
- Their meeting duration
Step 6: Export this report in CSV format.
3 additional features of Zoom (and how to use them effectively)
You now know how to use Zoom Meetings.
But since there are so many features, it can still be slightly overwhelming!
Here’s a detailed look at three additional Zoom features and how to use them effectively.
1. Screen sharing
Zoom lets you share your screen with other meeting participants easily.
This lets you:
- Host virtual presentations and workshops.
- Explain processes in detail.
- Review work and project documents together with your team.
To share your screen, just click on the “Share Screen” icon in the toolbar at the bottom.
This lets you share:
- A specific app or window.
- A whiteboard.
- Apple iPhone / iPad screen (if your device supports this).
If you want more screen sharing options, click on the “Advanced” tab at the top of your screen.
Here, you can choose to share:
- A part of your screen or the entire screen.
- Only your computer’s sound or your microphone’s sound as well.
- Content from a second camera or content only from your screen.
2. Zoom phone
Zoom Phone uses the Voice over Internet Protocol (VoIP) to help you make Zoom calls over the cloud. This is similar to calling from a phone number, except that the calls here are hosted over the internet.
Zoom Phone comes with plenty of additional features to make your calling experience seamless.
- Integration with CRMs like Salesforce.
- Call conferencing and delegation.
- Call recording and voice mail features.
However, Zoom Phone isn’t available with the standard pricing plans. Instead, you must pay for it separately. Prices start at $10/user per month and require you to have at least one paid licensed host.
3. Zoom rooms
Zoom Rooms are essentially virtual conference rooms where only specific members have access.
You can use these rooms for various purposes such as:
- Video conferencing
- Audio conferencing
- Screen sharing
Zoom Rooms offer various features, such as:
- One-touch sharing and conferencing.
- Use up to 12 whiteboards at a time.
- Digital signage/display around an office.
This usually requires additional hardware (multiple webcams, connectors, monitors, etc.) as well as conference room design considerations. Like Zoom Phone, Rooms aren’t available in the standard pricing plans but must be purchased additionally at $49/room per month.
Zoom offers four different pricing plans to suit your specific needs:
- Basic: Free – Host up to 100 participants + unlimited one-on-one meetings + video conferencing + screen sharing + local recording + scheduling via Chrome extensions.
- Pro: $14.99/month per host – Includes all “Basic” features + usage reports + 1 GB cloud storage.
- Business: $19.99/month per host – Includes all “Pro” features + supports up to 300 participants + admin dashboard.
- Enterprise: $19.99/month per host – Includes all “Business” features + supports up to 500 participants + unlimited cloud storage.
3 bonus tips for effective Zoom video conferencing
Most in-office teams might not be used to video conferencing and coping with the additional challenges it poses.
To make your experience more comfortable, here are three tips that can help team members conduct seamless Zoom meetings and calls:
Tip #1: Always mute your microphone unless speaking
Make sure to mute your microphone when you’re not speaking. This eliminates any background noise or interference in the audio.
To mute your microphone, use the mute button at the bottom left of the Zoom toolbar that appears in the meeting screen and looks like a microphone.
Alternatively, you can set your Zoom meeting preferences to mute your microphone at the start of every meeting automatically.
To unmute yourself, hit the mute button again or hold your spacebar for as long as you’re speaking. This basic rule allows group meetings or conversations to run smoothly!
For more efficient background noise elimination, use noise cancellation tools like Krisp to elevate your audio quality to the next level.
Tip #2: Inform participants before recording the meeting
Before you record any audio or video conference, make sure that all meeting participants:
- Are aware that they are being recorded.
- Have permitted you to record them.
You could even get this permission in writing or record it at the start of the meeting.
Not only does this maintain common courtesy, but it may be required by consent laws and regulations in many companies and regions.
Tip #3: Ensure that everything is working correctly before starting a meeting
It’s extremely common for video conferences to be delayed or get interrupted due to technical snags.
To ensure that this doesn’t happen, turn on your device and check if Zoom’s working correctly at least 10-15 minutes before every meeting. And if something’s wrong, alert your meeting host at the earliest (if you’re the host – inform your participants of the same).
While conducting a check before every meeting may feel tiring, it’s far better than being embarrassed or annoyed when something goes wrong during your Zoom meeting!
Most in-office teams have struggled to communicate effectively during the Coronavirus quarantine. However, using the right video conferencing tool like Zoom can help you bridge most of the gaps well.
Just follow the instructions in this Zoom guide and you’ll be all set to host your own video calls to discuss projects, review team performance and engage in virtual team-building activities!
And if Zoom isn’t the right tool for you, you can also check out other video conferencing tools, like Google Meet (formerly called Hangouts) and Microsoft’s Skype or Teams.
Is Zoom free?
Basic licenses for Zoom are free. All you need to start using Zoom is sign up for an account and download the application from Zoom’s website.
Is my privacy protected on Zoom calls?
As one of its primary goals, Zoom complies with global privacy frameworks in an effort to keep you, your calls, and all of your information as safe as possible.
Can I host a webinar on Zoom?
Absolutely! However, you’ll need a webinar license, which is different and costs more than the free basic license. You can upgrade your license through your account’s billing settings.
Can I record my Zoom meetings?
Zoom hosts can record locally to their computer unless the recording feature has been disabled by their account owner or admin. Hosts who are licensed also have the option of recording in both local mode and through cloud storage with just one simple click.