Everything you need to know about using Zoom

Zoom Meetings are supported on a range of devices, including but not limited to mobile devices (e.g. iPhone), iPad, Chromebook, as well as operating systems such as Windows, macOS, and Linux via the available client download.

Zoom Room

A Zoom Room is the physical hardware setup that lets companies launch Zoom Meetings from their conference rooms. Zoom Rooms are a software-defined video conferencing hardware system for a conference room that allow users to schedule, launch, and run Zoom Meetings with the push of a button. Zoom Rooms require an additional subscription on top of a Zoom subscription and are an ideal solution for larger companies with many employees holding Zoom meetings on a regular basis.

To set up a Zoom Room, you need:

• A computer to sync and run Zoom Meetings
• A tablet or iPad for attendees to launch the Zoom Meetings
• A microphone, camera, and speaker
• 1 or 2 HDTV monitors to display remote meeting participants and screen or presentation sharing
• An HDMI cable to share computer screens on the TV display and an internet cable to hard-wire your connection

Now that we understand what Zoom is and the key terms for using it, let’s walk through the steps to get set up with Zoom – and some best practices so you’re on top of it from the get-go.

How to Get Started Using Zoom

1. Choose the right plan for your team

Zoom offers four distinct pricing tiers for your business subscription (not including a Zoom Room subscription).

• Zoom Free: This is the best option if you’re testing out Zoom, or if you work solo or with only one or two other people in the same location as you and do the brunt of the meeting scheduling and coordinating. With the free version of Zoom, users can hold an unlimited number of meetings, but group meetings with multiple participants are capped at 40 minutes in length.
• Zoom Pro: This is the best option if you’re using Zoom with a small team with at least one member working remotely full-time or part-time so you can collaborate effectively, no matter where the meeting is hosted. Zoom Pro costs $14.99/month/meeting host, and this tier allows hosts to create personal meeting IDs for recurring Zoom meetings, allows meeting recording in the cloud or on users’ devices, and caps group meeting durations at 24 hours.
• Zoom Business: Zoom Business is best-suited to small to medium-sized businesses with multiple teams regularly scheduling Zoom meetings. This tier costs $19.99/month/meeting host, and it offers cool features for businesses to brand their Zoom meetings with vanity URLs and company branding, dedicated customer support, and transcripts of Zoom meetings recorded in the cloud.
• Zoom Enterprise: For businesses with 1,000 employees or more, this tier of Zoom offers unlimited cloud storage for recordings, a dedicated customer success manager, and discounts on webinars and Zoom Rooms. This tier of Zoom costs $19.99/month/meeting host.

Additionally, if you want to set up Zoom Rooms, you can sign up for a free 30-day trial, after which Zoom Rooms require an additional $49/month/room subscription, and video webinars using Zoom cost $40/month/host.

2. Download Zoom

Once you’ve selected the Zoom plan you’d like to start using, you can sign up and download Zoom onto your computer to start using it. Users can sign up using their work email if they’re signing up for an individual free account, or if your system administrator is signing up for a Pro, Business, or Enterprise account, you’ll be invited to sign up for Zoom as one of your company’s hosts.

If you’re setting up a Zoom Room, you’ll also need to download “Zoom Rooms for Conference Room” on the in-room computer and “Zoom Room Controller” for the tablet in the meeting room.

3. Sync Zoom to your calendar

Next, you’ll want to sync Zoom to your calendar so you can schedule Zoom meetings that appear on your calendar, or so you can easily add a Zoom Meeting link to events on your calendar so remote participants can join. To do this, when you’re signed into Zoom, navigate to “Settings,” then “Meetings,” then “Synced Calendars.” Then, toggle on “Sync Zoom Meetings from Calendars,” and tap to select the calendars you want to sync with Zoom. By doing this, you can sync calendars with Zoom in both directions, so your calendar client will offer an option to add a Zoom link, and your calendar will show Zoom Meetings you schedule in the Zoom app.

If your business sets up Zoom Rooms, you can sync those rooms to your company’s shared calendar so employees can see which meeting rooms are available when they go to book. Zoom Rooms can also be set up to display upcoming meetings so employees are cognizant of when they need to start wrapping up or when they can sit down in a drop-in meeting.

4. Schedule a Zoom meeting

Now you’re set up to get started using Zoom. You can schedule a meeting using Zoom using your calendar client (as explained above), or you can schedule a meeting via the Zoom app. To do this, you can start a new meeting in the moment by clicking “New Meeting” or clicking “Schedule Meeting” to book a Zoom meeting for the future:

Then, you can edit the details of your meeting — for example, you can schedule a recurring meeting, set a meeting password, and choose which calendar you want to sync.

Once you’re in a Zoom meeting, you can use features like turning your video and microphone settings on and off, inviting other meeting participants, chatting with other meeting participants, recording the meeting, and sharing your screen.

Now that you understand the basics of Zoom, use these pro tips for getting the best possible experience.

How to make a Zoom Meeting private

To address Zoom security issues, Zoom has outlined its security and privacy features. We’ve explained some of these privacy features below.

What is Zoom bombing?

Zoom bombing, or Zoombombing, occurs when an uninvited individual gains access to your Zoom meeting. They join the Zoom session with the intent to disrupt the meeting. Luckily, Zoom bombing can be prevented by enabling Zoom’s privacy settings.

How to prevent Zoom bombing

1. Create a password for your Zoom meeting

When you schedule a new meeting, under the Password section, click the checkbox next to Require meeting password. This allows you to type in a strong password that you can share with meeting participants. Participants will be asked to enter the password to join the meeting. Those who don’t have the password won’t be able to join your meeting.

2. Use the waiting room feature

The waiting room feature allows the meeting host to determine when participants can enter the meeting. The meeting host can admit attendees one-by-one or all at once. When you’re signed into Zoom, click the Schedule button to create a new meeting. Click on Advanced Options, check the box next to Enable Waiting Room.

3. Limit who can share their screen

Once your meeting has started, click the up arrow next to Share Screen, then click Advanced sharing options. Under Who can share? select Only Host to make sure the meeting host is the only participant who can share their screen.

4. Lock the meeting.

When you’re in your meeting, click Manage Participants in the Zoom toolbar. You should see your meeting participants listed on the right-hand side of the screen. In the bottom right-hand corner, click the More button and select Lock Meeting. This prevents any new participants from joining the meeting, even if they have the meeting password.

Tips for using Zoom

1. Customize your preferences

In your Zoom app, you can set your preferences that will apply to every Zoom Meeting you attend.

Some of my favorites are adjusting my video preferences: Check “Touch up my appearance” to add a filter to your webcam so you don’t need to put on makeup (or shower) before joining a Zoom Meeting from home (we don’t judge), and check “Turn off my video when joining a meeting” so your face doesn’t inadvertently appear on a huge projector screen if you’re joining an all-hands meeting (this has, unfortunately, happened to me).

2. Record important Zoom meetings

If you’re holding a Zoom meeting that involves multiple cross-functional team members, or if you’re kicking off a long-term project, or even if one or two members of your team are out of the office, it’s a good practice to record those meetings for future reference. You can record meetings to your device or to the Zoom cloud for later reviewing to make sure everyone is on the same page.

How to record a Zoom Meeting

1. Log into Zoom.
2. Start your meeting as the host by clicking Meetings. Then, under Upcoming, select the meeting you want to start and click the blue Start button.
3. Click the Record button on the right-hand side of the Zoom toolbar.
4. Select either Record on this Computer or Record to the Cloud to begin recording.
5. To stop recording, click Pause/Stop Recording or End Meeting.

3. Sync Zoom with Slack

If your team uses Slack to communicate in real time, your system administrator can integrate Zoom and Slack for easy video conferencing on the fly. If you or a team member are working remotely and are trying to discuss a complicated concept via text alone, it might be a challenge. Instead of going through booking a Zoom meeting on your calendar, you can type “/zoom” into Slack, and a meeting link will appear directly in your Slack conversation for you and your teammate to join.

4. Mute yourself when you’re not speaking

This is a basic rule of video conferencing etiquette, but it bears repeating, no matter which software you use. Mute yourself when you’re not talking to cut down on distracting background noise. In your preferences, you can set yourself to be automatically muted when you join a meeting. When you’re ready to un-mute yourself, you can save yourself a click by pressing and holding the space key if you need to chime in for a brief second.

5. Pair Zoom with the right video conferencing camera

Zoom is probably such a popular video conferencing software option because it’s so easy to use: Once you’re set up, you only need a few clicks to start talking to your colleagues. To get a great experience for co-located and remote Zoom meeting participants, choose a video conferencing camera for your Zoom Room that will make sure meeting attendees feel included and a part of a conversation.