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)
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.)
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:
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!)
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:
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.