Zoom is a safe, Video Conferencing Application

Would you like connect with your clients using video meetings? Zoom is a great platform to use. You can obtain a Basic (free) account that offers a lot of great features, but has a time limitation based on the amount of participants. If you have 3 or more participants, you will only be allowed 40 minutes for your Zoom meeting. If you schedule a one on one meeting, there is no time restriction. If you plan on going over 40 minute for group meetings, you may want to consider upgrading to the Pro Plan.

Here is step by step instructions and a quick video on how to schedule a meeting.

1. Visit https://zoom.us/signup to create an account. Enter your email address and shortly after, you will receive an email to activate your Zoom account. Once you have activated your account, you will receive your welcome to Zoom email.
2. Open your Zoom client and sign in to Zoom. You can do this right from the downloaded application or the Zoom web portal. If you have not yet downloaded the application, it will prompt you to do so early in the process. We recommend downloading and using this platform from the application.
3. Click on the Schedule icon. This will open the scheduler window and where you will select your meeting settings. If you are not planning on using the application and are running Zoom from the web portal, instead select meetings then schedule a meeting when logged into your acocunt.
4. Topic: Enter a topic or name for your meeting.
5. Start: Select a date and time for your meeting. You can start your meeting at any time before the scheduled time.
6. Duration: Choose the approximate duration of the meeting. This is only for scheduling purposes. The meeting will not end after this length of time.
7. Time Zone: By default, Zoom will use your computer's time zone. Click the drop-down menu to select a different time zone.
8. Recurring meeting: Choose if you would like a recurring meeting (the meeting ID will remain the same for each session). If you are scheduling a recurring meeting, you will need to set the recurrence in your calendar service.
9. Meeting ID: You can have an ID generated automatically or you may choose to use your Personal Meeting ID. When you set-up your account, you receive this static Personal Meeting Id.
10. Require Meeting Password: You can select and input your meeting password here. Joining participants will be required to input this before joining your scheduled meeting. The meeting password must meet these requirements. (10 characters maximum, passwords are case sensitive, some special characters are allowed).
11. Video: Host: Choose if you would like the host video on or off when joining the meeting. Even if you choose off, the host will have the option to start their video. Participant: Choose if you would like the participants' videos on or off when joining the meeting. Even if you turn off, the participants will have the option to start their video.
12. Audio: Choose whether to allow users to call in via Telephone only, Computer Audio only, Both, or 3rd Party Audio (if enabled for your account).
13. Calendar: Select a calendar service to add the meeting to and send out invites to participants. We recommend selecting other calendars which will give you the option to copy invitation once all settings are done.
14. Advanced Options: Click on the arrow to view additional meeting options.
15. Enable Waiting Room: This allows participants to join the meeting in a waiting area before the host arrives.
16. Enable Join Before Host: Allow participants to join the meeting without you or before you join. Reminder that the meeting will end after 40-minutes for Basic (free) users if 3 or more people join the meeting. So you may not want to allow them to enter prior to host arrival.
17. Mute Participants on Entry: If join before host is not enabled, this will mute participants as they join the meeting. Participants can unmute themselves after joining the meeting. Note: To mute all participants currently in a meeting, see the options to manage participants.
18. Record the Meeting Automatically: Check this if you want the meeting to be automatically recorded. Select if you want it to be recorded locally (to your computer) or to the cloud (zoom.us/recording). Keep in mind that recorded sessions may require large amounts of data storage on your device or computer.
19. Select Schedule and when pop-up window comes up with all your valuable meeting information, copy the invitation and email and/or text to your participants.

If scheduling the meeting through the web application, view video below:

At day and time of meeting, you will need to join the Scheduled Meeting as the Host. Simply do this my logging into your Zoom Client, go to Meetings and select Start.

Have some fun learning about the features when the meeting is active. You can mute participants if needed, share your screen, have participants share their screen, start/stop recording, open a chat window and more. Also, make sure to go into your preferences before your first meeting and review all the settings. Pro tip: under the Video section of preferences, select touch up my appearance to soften up your features.

Want to dive into Zoom a bit more? Visit: https://rem.ax/zoomcovidresources

Any questions, get in touch with your marketing pro.

HAPPY ZOOMING!