Learn Zoom in a flash with step-by-step instructions and clear, full-size screenshots
For anyone looking for a fast and easy way to learn the most popular videoconferencing software on the market today, Teach Yourself VISUALLY Zoom is your secret weapon. This hands-on guide skips the long-winded explanations and actually shows you how to do what you need to do in Zoom with full-size, color pictures and screenshots.
Whether you’re a total newbie to Zoom or you just need to brush up on some of the finer points of this practical software, you’ll be up and running in no time at all. From joining and hosting Zoom meetings to protecting your privacy and security while you’re online, Teach Yourself VISUALLY Zoom hits all the key features that make online meetings a breeze. You’ll also learn to:
- Integrate Zoom with other apps and share screens and PowerPoints with other meeting attendees
- Schedule, record, and replay your meetings so you never miss out on the important stuff
- Update your Zoom installation to ensure you’re using the latest security patches and upgrades
Perfect for anyone expected to use Zoom at school or at work, Teach Yourself VISUALLY Zoom is the most useful and simplest Zoom handbook currently available.
Table of Contents
Chapter 1 Getting Started
Understanding Zoom Meetings 4
Understanding Other Zoom Products 5
Create a Basic Zoom Account 6
Sign In to Your Zoom Account 7
Upgrade Your Zoom Account 8
Download and Install the Zoom App 10
Join a Test Meeting 12
Explore the Zoom Desktop Window 14
Explore the Zoom Mobile Window 15
Understanding Presence Status 16
Set Your Presence Status 17
Chapter 2 Hosting a Meeting
Start an Instant Meeting 20
Start an Instant Meeting in Your Personal
Meeting Room 21
Invite People to a Meeting 22
Schedule a Meeting 24
Schedule a Recurring Meeting 26
Start a Scheduled Meeting 28
Explore Host Controls 30
Allow a Person into Your Meeting 31
Enable the Co‐Host Option 32
Make an Attendee a Meeting Co‐Host 33
Assign an Attendee to Type Closed Captions 34
Enable Screen Sharing for Participants 35
Enable Breakout Rooms for Participants 36
Create Breakout Rooms 37
Enable Recording for Participants 38
End a Meeting 39
Chapter 3 Joining a Meeting
Join a Meeting via the Desktop App 42
Join a Meeting via the Mobile App 44
Accept a Direct Meeting Invitation 46
Join a Meeting via an Invitation Link 47
Join a Meeting via the Web 48
Configure Meeting Settings 50
Explore Attendee Controls 52
Keep Meeting Controls On‐Screen 53
Change Your Display Name 54
Raise Your Hand 55
Send a Reaction 56
Send Nonverbal Feedback 57
Join a Breakout Room 58
Change the View 60
Show Your Connected Time 61
Leave a Meeting 62
Chapter 4 Working with Meeting Audio
Test Your Audio Devices 66
Select a Different Audio Output Device 68
Select a Different Audio Input Device 70
Mute and Unmute Participants 72
Mute and Unmute Your Microphone 74
Mute Your Microphone Automatically 75
Enable Push-to-Talk 76
Suppress Background Noise 77
Join a Meeting with Audio Automatically 78
Chapter 5 Working with Meeting Video
Select a Different Camera 82
Stop and Start a Participant’s Video 84
Stop and Start Your Video 86
Turn Off Video Automatically 87
Bypass the Video Preview 88
Adjust Video for Low Light 89
Choose a Video Filter 90
Choose a Virtual Background 92
Pin a Participant’s Video 94
Spotlight Participant Videos 96
Chapter 6 Sharing Your Screen
Share Your Screen 100
Explore Sharing Controls 102
Share a Portion of the Screen 103
Share Your iPhone or iPad Device Screen 104
Share a Whiteboard 106
Share a Video 108
Share Audio 110
Share Video from a Second Camera 112
Annotate a Shared Screen 113
Share Slides as a Virtual Background 114
Host a Screen Share-Only Meeting 116
View a Shared Screen in Side‐by‐Side Mode 117
Request Control of a Screen Share 118
Chapter 7 Recording a Meeting
Create a Local Recording 122
Configure Cloud Recording 124
Create a Cloud Recording 126
Set Up Automatic Meeting Recording 128
View a Recording 130
Delete a Recording 132
Chapter 8 Configuring Settings
Access Your Zoom Profile 136
Change Your Profile Picture 138
Change Your Email Address 140
Configure Date and Time Settings 142
Configure Scheduled Meeting Settings 144
Change Basic Meeting Settings 146
Change Advanced Meeting Settings 148
Control Email Notifications 150
Make Zoom Accessible 152
Set Meeting Options at the Account and
Group Levels 154
Customize Your Host Key 156
Chapter 9 Configuring Security
Set a Strong Password 160
Enable Two‐Factor Authentication 162
Sign Out of All Devices 166
Enable the Waiting Room 168
Allow Only Authenticated App Users 170
Allow Only Authenticated Web Users 171
Disable Passcode Embedding 172
Create a Custom Personal Meeting Passcode 173
Set Security Options at the Account and Group Levels 174
Set In‐Meeting Security Options 176
Chapter 10 Managing Users and Contacts
View Users 180
Add a User 182
Resend a User Invitation 184
Delete a Pending User 185
Edit a User 186
Change a User’s Role 187
Unlink a User 188
Delete a User 189
Customize the Admin Role 190
Create a New Role 192
Create a User Group 194
Add Members to a Group 196
Move a User to Another Group 198
Set a User’s Primary Group 199
Add an External Contact 200
Accept a Contact Request 202
Chapter 11 Chatting with Zoom
Start a New Chat 206
Reply to a Chat Message 208
Reply with a Screenshot 210
Send a File 212
Reply with an Audio Message 214
Manage Important Chat Messages 216
Configure Chat Notifications 218
Create a Channel 220
Add Members to a Private Channel 222
Join a Public Channel 223
Insert Chat Mentions 224
Start an Instant Meeting from Chat 225
Start a Meeting with a Channel’s Members 226
Leave a Channel 227
Add Data to Your Personal Chat Space 228
Chapter 12 Making Calls with Zoom Phone
Set Up Zoom Phone 232
Configure Zoom Phone Settings 234
Make a Call 236
Receive a Call 238
Listen to Voicemail 239
Manage a Call 240
Exchange SMS Messages 242
Invite a Caller to a Meeting 244
Manage Call History 246
Chapter 13 Setting Up Webinars
Create a Webinar 250
Invite People to Your Webinar 252
Create a Poll 254
Create a Survey 256
Configure Q&A Settings 258
Start Your Webinar 259
Share Your Screen 260
Record the Webinar 261
Handle Q&A 262
Live‐Stream the Webinar 264
End the Webinar 265
Chapter 14 Integrating with Other Apps
Set Up File‐Sharing Integration 268
Integrate Calendar and Contacts 270
Integrate Dropbox 272
Navigate App Marketplace 274
Install Zoom Apps 276
Index 278
