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CHAPTER 1
Getting Started
To get the most out of Zoom, you need to understand Zoom meetings and other Zoom products and then create and sign in to your Zoom account. From there, you can download the Zoom client, join a test meeting, and examine the Zoom desktop and mobile windows.
Understanding Zoom Meetings
Understanding Other Zoom Products
Create a Basic Zoom Account
Sign In to Your Zoom Account
Upgrade Your Zoom Account
Download and Install the Zoom App
Join a Test Meeting
Explore the Zoom Desktop Window
Explore the Zoom Mobile Window
Understanding Presence Status
Set Your Presence Status
A Zoom meeting is an online connection point where multiple people in multiple locations can gather to socialize or to exchange ideas and information. In most Zoom meetings, each attendee interacts using both audio and video, which enables the meeting participants to hear and see each other.
Each Zoom meeting is created and moderated by the meeting host, who is also responsible for inviting the other attendees to the meeting. Besides conversing and discussing ideas, meeting participants can also share their computer screen with others, and the meeting host can record the meeting for later playback.
Hosting a Meeting
Every Zoom meeting must be created by a person called the host. The host sets the parameters of the meeting (for example, whether attendees can share their screens), sends out invitations to the meeting participants, and controls access to the meeting. Hosts can create instant meetings that start right away or can schedule meetings that start at a specified time. Hosts are also responsible for moderating the meetings, which can include muting or removing participants, as well as ending the meeting.
Joining a Meeting
To participate in a Zoom meeting, you must join the meeting. For almost all Zoom meetings, you can join only if you receive an invitation from the meeting host and if the host allows you access to the meeting when you request it. Once you are in the meeting, you normally share your device's camera feed so that other attendees can see you. Your microphone is normally muted, but you can quickly unmute the microphone to participate in the conversation.
Sharing a Screen
If allowed by the meeting host, during the meeting you can request to share your device screen. Sharing usually refers to allowing other attendees to see some or all of your screen, usually so that you can demonstrate a procedure or display something. You can also share by writing on a digital whiteboard, playing a video file, or playing an audio file. You can also share a presentation by showing the slides as a virtual background.
Recording a Meeting
The meeting host can elect to record the meeting, which saves the meeting video and audio to a file. The recording can be used to document the meeting or to allow people who were unable to attend the meeting to view the meeting. The host can store the meeting recording using either the host's computer or the cloud storage provided with the host's Zoom account.
Most people use Zoom only for hosting and joining meetings. However, Zoom offers several other products. For example, Zoom Chat enables you to exchange messages with other Zoom users, Zoom Phone enables you to make and receive phone calls with other Zoom users, and Zoom Video Webinar enables you to broadcast a meeting to hundreds or even thousands of people.
It's important to understand that although Zoom offers the option of setting up a free account for Zoom Meetings and that a free account includes Zoom Chat, there are no free versions of either Zoom Phone or Zoom Video Webinar.
Zoom Chat
Zoom Chat is available to all Zoom users and enables each user to send instant messages to other Zoom users and to external users. Besides exchanging text messages, Zoom Chat also enables you to exchange data such as screenshots, files, and audio messages. You can set up channels, which are private or public groups where you can quickly send messages to the channel members.
Zoom Phone
With Zoom Phone, you can use the Internet to place calls to and receive calls from other Zoom users and external contacts. During a call you can add other callers, transfer a call, and start an instant meeting with people on the call. Zoom Phone also provides a voicemail service and a history of the calls you make and receive. Zoom Phone is an extra feature that requires a subscription.
Zoom Video Webinar
Zoom Webinar enables you to broadcast a meeting to as many as 10,000 attendees. Each person joins the meeting as a view-only attendee, so only the webinar host or one of the designated webinar panelists can participate. That participation includes not only the audio and video feed, but also screen sharing. Webinar attendees have access to the meeting's chat facilities and can answer questions posed by the host or a panelist. Zoom Webinar is an extra feature that requires a subscription. The number of people who can attend depends on the license you purchase.
To get the most out of your Zoom experience, you should create a Zoom account. You can join Zoom meetings without an account, but having an account enables you to host meetings, customize your Zoom profile, configure settings for meetings and other Zoom products, and access extra meeting features. A Basic Zoom account has some restrictions - most notably the meetings you host are limited to 40 minutes if you have three or more participants - but the account is free and takes only a few steps to set up.
Using a web browser, navigate to https://zoom.us/signup.
The Zoom sign-up page appears and asks you to enter your date of birth.
Select the month of your date of birth.
Select the day of your date of birth.
Select the year of your date of birth.
Click Continue.
Type your email address.
Click Sign Up.
Zoom sends an email to the address you provided in step 6.
In the Zoom email, click the confirmation link (not shown).
The Welcome to Zoom screen appears.
Type your name, type a password (twice), and then click Continue (not shown).
Zoom activates your new account.
Once your Zoom account has been created, you can sign in to your account to modify your settings, join a meeting, or host a meeting. When you first activate a new Zoom account, Zoom signs you in automatically. In subsequent visits to the Zoom website, you will often need to sign in manually.
Once you have completed your work on the Zoom site, it is a good idea to sign out of your account. This ensures that nobody who has access to your computer can make changes to your Zoom account.
Using a web browser, navigate to https://zoom.us/signin.
The Zoom Sign In page appears.
Type the email address you used to sign up with Zoom.
Type your Zoom account password.
Click Sign In.
Zoom signs you in to your account and displays your profile page.
To sign out of your Zoom account, click your profile picture and then click Sign Out.
If you are currently using a free Basic account, you can get more features by upgrading to one of Zoom's paid account types. With the Basic license, you can join meetings and host meetings, but your hosted sessions are limited to 100 people and cannot be longer than 40 minutes if three or fewer people participate.
Besides hosting meetings with no time limit, upgrading your account also enables you to record meetings to cloud storage, work with expanded controls for users, and work with advanced administration controls.
Using a web browser, navigate to https://zoom.us/billing.
Sign in to your account.
Zoom displays a summary of your current plan.
Click Upgrade Account.
Click the type of plan you want.
Click Save & Continue.
If you see a window asking if you want Zoom United (which combines Zoom Meetings, Chat, and Phone), click No, thanks.
If you see a window asking if you are interested in other Zoom products, click Skip This Step.
Complete your contact information.
Complete your payment information.
Zoom displays the Review Order window with a summary of your order.
Click Place Order (not...
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