- Are you wondering how to schedule and host a Zoom meeting
for the first time? In this video, you'll hear
about easy steps and tips so that you can enjoy using Zoom. I'm Marcia Chadly from
the Creative Life Center. And I have a lot of fun
helping others to learn to feel comfortable using technology. Especially small business
owners who are going online to share their gifts. If you're a beginner to Zoom, if you're not quite sure how it all works, this video is a great thing for you. We're going to start with the
beginnings at the foundation and then look at a couple
of bells and whistles that you're going to have fun
with like sharing your screen. We'll round things up by talking
about how you can practice before you have anybody else on the call so that you're comfortable with
the options in the controls that you want to use. I've also included helpful information and more links in the video description so that you can go even further with Zoom. There are two things that you need to do so that you're ready to
schedule your first meeting. The first one is to get a Zoom account. A Zoom account is not needed for anyone who's joining the call but it is required for people
who are hosting the call. You'll have a choice of
free and paid accounts. You can find all this information
on the zoom.us website. For many people, the free
account works really well. One of the differences
between the free account and the next choice is
that, you can only have a 40-minute call if you
have more than two people on the call. if you're going to be talking
with one other person, you can talk as long as
you want with a free call. Take a look at this information,
decide what plan you need, sign up and get your account. Then the next thing that
you're going to need to do is to download the app. The meetings themselves are
started and run through an app whether you're on a computer,
a tablet or a phone. So whichever device you're
going to be for using for hosting, download
the app onto that device. Here I am on my computer browser. I'm going to download
Zoom Client for Meetings. If you're on your tablet or your phone, you can look wherever you
normally download your apps, It might be called Zoom
Client for Meetings, it might be called Zoom Cloud Meetings. So find the app and download it. Now that you have your app downloaded, open the app and sign
into your Zoom account. So use your email and password or however you created your Zoom account. I'm going to do that now and then I'll meet you inside the app. I'm now here in the home page, you can see home up here, of the open app. I want to schedule a meeting
so I'm going to click schedule. Here's the dialogue
that opens to allow you to schedule your meaning
and create the information that will be sent out
people to invite them. You can set the topic or the name of the workshop, course, or class, you can choose when it
will start, what date, what time, you can also
set up how long it will be. All these things are estimates, you're able to start the call earlier if you want. You're able to
go longer. As long as you stay within the constraints of
whatever Zoom plan that you have. I normally suggest people generate a meeting ID automatically
because that creates a new ID for every meeting and it avoids people
crashing your meetings. You'll want a passcode
to make it even harder for someone to guess what
the meeting ID would be. And for this call, we're going
to be using a waiting room. I'll talk more about that
once we actually get into the Zoom session itself. I often start with video
off for both the host and the participants. You can set these controls the
way that works best for you. I give people the chance
to use the telephone or computer audio, and looking
down here today in this call, I'm going to just look
at creating an invitation for other calendars, which means I'm going to
take care of inviting. If you want to set up a
Google Calendar invite or an outlook calendar invite,
change your choice here, and play around with these in the practice that we'll talk about
at the end of the video. The advanced options, here's how I normally have those set up. I usually mute everybody on entry. I don't automatically record the meeting. And right now I'm not
allowing people to come in anytime they want. Let's save this. And what that does is pop up
the invitation information that you want to give to other people to invite them to your meeting. I'm going to copy that to the clipboard. So that's the computer
area that saves information for me to paste. The next thing I'm going to do is paste that into an email that
I can send out to people. Now here's the email that I
want to send out to people. I have the Zoom information, the invitation information already copied. All I have to do is paste it. Now I can use the keyboard shortcut which on a windows
machine is Control V, or I can use a right menu option
to paste that information. And now all of that is an
email ready to send out. People will join your
call by using this URL or they can also join it using
the meeting ID and passcode. If you'd rather text
information or send it out in some other way, you can do that too. I strongly suggest you don't
make this publicly available by posting somewhere, say your website or on Facebook and a public area. Let's get the fun started now. Let's start this Zoom meeting and look at the controls
that you'll be able to use once your meeting is going. I'm looking at the Zoom app. This is the homepage. And because this meeting I want to start is the next one I have scheduled, it's right here on the home page. You can also go to the meetings tab and you'll see a list of
all your schedule meetings and you can click on
this, start one there. So I'm going to click
and start this meeting. The first question that I'm asked, is whether I want to join with
my computer audio, and I do. That says I want to use the microphone and the speakers with my computer while I'm doing the Zoom call. We're going to be looking at the controls at the bottom of the
screen and showing you the basic controls that
will help you get started. And we'll leave the rest
for you to explore later. If you're not seeing controls
at the bottom of your screen, it's because you need
to move your cursor down into the bottom and they will appear. Starting at the left, we have
two very important controls. We have the microphone
and the video controls. These are how you can
mute and unmute yourself and show your video and turn it off. If you have a line across
it, you are not doing it. So here right now, my
video is being hidden. You're just seeing my profile picture. Or if I didn't have a profile picture set, you would see my name. If I was muted, if I click on this, you'll see a red line
across it and that's muting. When I click that, I'm unmuted
and people can hear me. Now, let's start my video. There's my video and now you
can see me and everybody else on this call can see me. Moving across the screen the
next control we want to look at is the security control. Now this is super important. In fact, there are so
many different options to run Zoom safely, that
I've created a whole video just about using Zoom safely, and I encourage you to
watch that for more details. We're going to cover a couple
of things here in this video. We're going to start by
thinking about the waiting room. Now we have enabled the
waiting room in our invitation when we set up and scheduled the meeting. And we did that so that when
someone joins the meeting, instead of just popping right in, they're placed in a waiting
room where I can let them in. I can take a look at who's coming in and know whether I want to admit them. So that's enabled right here
in the security control. Once everybody's in, if I want to, I can lock the meeting using
this top choice lock meeting. But remember, if you do that, nobody can come into the meeting again, including if someone gets kicked out because they have connection issues, they try and come back in, if it's locked, no one will be able to come in. So let's take a look at
how we bring people in from the meeting room. Come back down to our next little icon, the participants window. If I open that up, I can see
everybody in the meeting, that's me, and I can see
somebody in the waiting room and there was multiple
people in the waiting room, I would also have an admit all button. I could let everybody in at once. I can see who's coming in. If they have a profile picture I see that, I see the name they've given. I can use that information to decide if I want to remove them from the meeting. I'm going to admit this
person, bring them on in. And now, there's two of us in the meeting. We are in what's known as the gallery view where there's a little
picture for everybody who's part of the meeting. You can also switch that
up here from gallery view to speaker view, in which case, you'll see the person who's
talking, me in this case. And if the other person was talking, they would become the speaker view. Now in the participants window, it's showing the two different people here and I have some options. I could ask this, other person to unmute. If they were already or
if they were not muted... if they're already un-muted
I could click to mute them. Really important is this
control down here at the bottom, the mute all button. If you've got something
happening, some noise, some sound, and you don't know who it is, all you have to do is click that button. Everybody is muted except yourself. Really handy thing to know! Next control over here is the chat window. This is where you can
send messages to everyone, type whatever you want to
say, hit enter, the message is sent out. And you have choices of who you're sending it to. You can send private messages straight to some specific person in your call. The share screen, the record
button, the breakout rooms, those are some fun things. Those are some of the bells and whistles we're going to take a look at. But you already have the foundations for doing everything you need
to do to have a call now. So now we're going to
add some extra sparkle to what you can do. Let's take a look at the
record right away, first, because that's just
really easy to talk about. You click the button,
it's going to record. Now, if you have a paid account, it's going to first give you the option to recording to your own computer, or to the cloud that comes
with your paid account. So I'm going to choose
record on this computer, there's going to be a little bar up here, a little sign that it is recording. I can pause the recording. I can stop the recording. I can also pause and stop down here. So once you record, at
the end of the meeting, there's some processing done and then that file
becomes available to you. Simple and easy. Well, let's look at the
sharing screen option, click the green button and it's going to open up
a dialogue that shows you all the different things you can share. So these are the different
windows that are open on your computer or on your tablet. They might be photos, they
might be word documents, might be the full screen,
might be a browser window. You also have the
capability to share videos but that does not work very well unless both you and the participants have really good bandwidth on your wi-fi. So I don't suggest doing that. However, sharing something like a picture can be really a really fun thing to do. And now participants
are seeing this picture, and what I see is this control bar up here that lets me stop share and do the other things that
I used to have on the controls on the bottom of my screen. So I'm going to stop sharing this and let you play with
that more on your own. The other control I want to
show you is the breakout rooms. Again, this is a really fun feature that lets you split people
up into small groups and talk to each other. It takes a little bit of
time to explain all this. So I have a video
waiting for you to learn, to use breakout rooms. There's a reactions bar right down here. It lets people answer questions,
thumbs up, wave hands, things like that and you can
see them during the video. Now, when you ready, you're
all finished with your meeting, all you have to do is click this button, I can hear the questions and
the thoughts bubbling around. Ooh, screen share, what's
the best way to use that so that I can get my point across? How do I use the breakout rooms so that people have lots of fun and really get into the
experience I want them to have? There are so many things
that you can do with Zoom to have really successful
and fun workshops, classes & events. I just can't
cover them all in this video. It would be way too long. I created a free five-day mini course for you to go further with Zoom. All the details are in the
video description below. Now let's talk about how you
can practice using the controls and using your screen share
anything you want to do. You can practice before
your very first call. Start a Zoom meeting for yourself just like I did in this video. Join it and look at the controls, play with them to your heart's content. If you'd like to work
with the waiting room or breakout rooms, you can call
in and join the same meeting from one of your other
devices. You could start the Zoom call, the Zoom
meeting, on your computer, and then use your smartphone to join it. When you join with a smartphone
or some other device, make sure that you mute the Zoom call and turn the volume off on the device. And that will avoid having
feedback in your Zoom call while you're practicing. You are all set to go with this. You really are! Have lots of fun with Zoom!