August 17

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The Best Way to Use Zoom

By Jaimie VanSickle

August 17, 2020


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)

Set your zoom personal meeting ID

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.)

Your Zoom 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:

Zoom Desktop App

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!)

How to Soften Your Appearance on Zoom

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:

Setup Zoom Meetings from Web Browser
Setup Zoom Meetings from Web Browser

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.

How to Lock Zoom Meetings

About the author

Jaimie VanSickle

Jaimie VanSickle, owner of J VanSickle Company, has been serving business for over 10 years. Jaimie has worked with over hundreds of clients, and has managed some of the larger online business infrastructures within the online and digital marketing industry. Jaimie’s extraordinary talents in both process development and business operations management has led to her becoming known as one of the top consultants in her industry. Advanced knowledge in all facets of online businesses, coupled with superior technology skills, helps Jaimie and her team bring all the moving pieces together seamlessly to meet the needs of business owners from around the globe.

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