How to Join a Zoom Meeting – step by step | Zoom - How Do I Join A Meeting On My Laptop?

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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. 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.

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Experts Hire a Zapier Expert to help you improve processes and automate workflows. Community Ask questions, share your knowledge, and get inspired by other Zapier users. Zapier University Video courses designed to help you become a better Zapier user. When entering a Zoom meeting for the first time from a computer you will need to download a small application file.

This process is easy to complete on all commonly used browsers. The examples below are shown using Mozilla Firefox and Google Chrome. Google Chrome should automatically download the file and point to it as shown above. Just before entering the meeting you will be prompted to enter a display name.

This name is simply to identify you in the meeting and is not connected to your University username. You will then be prompted how you wish to join your audio.

If you are unable to join from Zoom on a computer or mobile device, then you can join on the telephone instead. You can find more details on these here. If you use this option, then join the meeting using your computer first, and then select the Join By Phone tab when the audio pop-up window appears see example below. Simply enter this number followed by and your video and audio will then be synchronised. A window listing the other participants will appear.

     

Zoom - Host a Meeting and Invite Participants | Office of Information Technology - Stay In The Know

 

After clicking on the URL link, your computer will prompt you to allow Zoom to launch on your browser. The meeting host has the option of when to allow participants to enter. If the host has not yet allowed participants into the meeting, you will see a window informing you of this and asking you to test your audio while you wait.

If you do not have a Zoom account, you will be asked to give a name that will appear in the participants list. If you already have a Zoom account, you will be able to log in at this time. It is a very good idea to go ahead and test your audio while you wait. You should hear a dinging or bells. If not, try raising the volume of your computer and pressing the button again. When you are done speaking press the button again. If either the speakers or the mic are not working, you may need to change the source of the sound.

You can do this by changing the selection on the drop-down menus to the right of each. If you have not tried using a headset with a mic yet, try connecting one to your computer and running the test again.

Some computers have built-in microphones, but many do not. Once the host has allowed participants into the meeting you will see a window similar to the next image.

Red Arrow: You may be automatically muted upon entering a meeting. If your mic has a red line through it, then you are muted. If not, click on the mic and it will mute. Likewise, click on the mic again to unmute.

It is good Zoom etiquette to keep yourself muted unless you are the one speaking. Blue Arrow: Like the mic, your video may be automatically turned off. You can control it my clicking on the camera icon. If your video is on, participants will be able to see whatever is in the view of your computer camera.

Green Arrow: This allows you to see how many people are participating in the meeting. By clicking on the icon, a side bar will open with the names of all participants. Grey Arrow: Zoom allows participants to share content to the meeting window. If the host allows, participants can click this icon and then choose what files from their computer to share. White Arrow: Depending on the host settings, you may find an option to record the meeting to your computer.

Click this one and you are done! Zoom Client allows participants to join meetings without downloading any plugins or software. Create an account. Create an account using the ID provided to the organization or host. Join by clicking Join. The Zoom desktop client should be installed on your device for the first time since you joined a meeting from Google Chrome.

Zoom is available by double clicking this. Zoom meetings will automatically be accessible on your desktop each time you press the Start Zoom shortcut…there is no need to reinstall it. If you are meeting with someone who hosts the meeting, their ID and password will be sent to you.

During the meeting, click the meeting link. To open the chat or email, select the meeting link in the email or web chat message. Join by clicking Ask. Your access to the meeting will be added once someone in the meeting grants you access. I am unable to join this meeting; there is a room connector not working.

If you join a meeting hosted by a free Zoom account or a meeting hosted by an account that does not have room connector on, please be advised an error will result. Keeping track of your meetings can also be done using a desktop or mobile device. Zoom meetings can be held as easily as any other online meeting with no additional software required. All you need is a web browser to complete this process.

Meeting invitation URLs that the host sent via email or text can be viewed. You can access Zoom with a mobile device or a computer as well. If you use a laptop, you should do the same. To join a meeting, contact its host and check for the meeting ID.