Hey there, Friend!

I have many clients moving from GoToMeeting and over to Zoom.  Zoom has a better interface, is more simplified, easier to use, and it has excellent video meeting, recording, locking features, and so much more!

Sure, there’s a free version.  So you can get started there.

However, to make the best use of Zoom, you’re going to want to leverage it’s integration features.

I’ll advise you go for the Zoom Pro, which is $14.99/month.

Once you have that paid for, be sure to follow these few simple steps to get it optimized and kicking butt:

STEP 1: Setup your Personal Meeting ID

Go to your settings, and under my profile you’ll see a random number under Personal Meeting ID.  Change that personal meeting ID to a number unique to you, that you’ll remember.  Most people I know use their cell number.  (see IMAGE A, NUMBER 1 & 2 below)

This personal meeting ID is the same for every meeting you conduct as a “personal meeting.”  You can still schedule meetings though.  This just allows you a quick and easy way to share your meeting credentials, and to kick off a meeting.

STEP 2: Add Your Profile Picture

If you’re not on video, you’ll want your caller to have at least a nice image of you.  So be sure to upload your photo, or else they’ll just see a black box with your name on it.  (see IMAGE A, NUMBER 3 below)

How to Best Use Zoom
IMAGE A – Zoom Personal Meeting Credential Optimization

STEP 3:  Snag Your Meeting Credentials

See IMAGE B below to grab your personal meeting credentials.  (PRO TIP: Add your meeting credentials to a canned response in your email.  If you use Gmail, this feature is available.)

making the best of zoom and it's integrations and desktop app
IMAGE B – Personal Meeting Credentials

STEP 4:  Download the Desktop Software

Now you can join other Zoom meetings, and kick off your meetings even faster with the zoom desktop app.  The best part is once you’ve joined another person’s personal meeting space, it will remember it.  So the JOIN icon will have a dropdown with the personal meeting spaces names and numbers for fast-dial.

It’s the bomb!

Download the software here.  It’s the Zoom Rooms For Conference Room (Mac) or Zoom Rooms for Conference Rooms and Touchscreen Displays (Windows)

Once you download the software you’ll have this fancy little dashboard on your desktop:

making the best of zoom with the zoom desktop app
IMAGE C – Zoom Desktop Client

STEP 5: Settings

From that desktop-client you just installed above, click on the SETTINGS icon, and play with the awesome video features available.  See below for a screenshot of my favorite or most recommended setting (it’ll have you looking like a porcelain doll in no time!)

Video settings for zoom
IMAGE D – Zoom Video Touchup Appearance Feature

STEP 6: Setting Up Meetings from Web Browser

Scheduling meetings, or launching a meeting in your personal room are quite simple from the web browser:

Schedule Zoom Meeting Web Browser
IMAGE E – Schedule  Zoom Meeting
starting zoom meeting with a personal meeting room

IMAGE F – Launch Zoom Meeting from Personal Meeting Room

IMAGE F – Launch Zoom Meeting from Personal Meeting Room

STEP 7:  Lock Meetings

There is a feature to lock the meeting.  When you’re in the meeting session, click on participants.  At the bottom of that list is a MORE button, with a dropdown.  Select LOCK MEETING.  This will ensure that no one else mistakenly crashes your private meeting.

Zoom Lock Meeting Feature

IMAGE G – Zoom Lock Meeting Feature

IMAGE G – Zoom Lock Meeting Feature

Have questions about setting up Zoom integrations or processes for your business? Need our help with it?

—–>  Let’s talk!   <—–

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