Zoom Beginner's Guide: How to Use (2024)

Discover how to use Zoom for virtual meetings. This guide explains Zoom’s features, setup process, and tips for maximizing your video calls.
hero image blog

Zoom is one of the best video conferencing tools which has grown in popularity during the recent pandemic, and many people have already heard of it.

However, many are wondering if they are using Zoom to its full potential.

If you're a beginner or you're not sure if you can use some of its features, this guide will teach you everything you need to know about using Zoom.us.

Knowing what your Zoom account can allow you to do during virtual meetings ensures that everyone in the meeting is on the same page and that communication is crystal clear.

Read on to find out about Zoom and what it can do for your business (or even personal) communication as a meeting management software.

Join a Zoom meeting

You can use your web browser and the invitation link that the host sends you to get started.

Simply click on the meeting link and follow the instructions to join a meeting.

Joining a Zoom Meeting

In the desktop app (or even in the Zoom mobile app), you can join a meeting by entering the meeting ID that was sent to you by the host.

The host will find it in the upper left corner of their Zoom window when they start or schedule the meeting.

Joining a Zoom Meeting with meeting ID

One of the key characteristics of meeting IDs is that once a host chooses the recurring meeting option, participants will still be able to join the same meeting room by entering the same personal identification number.

Basic navigation in meetings

Some of these elements depend on whether you are an administrator or a meeting attendee.

As an administrator, you'll be able to control certain features that participants can't use, such as muting others, starting or stopping the video, and recording the meeting.

However, as standard, there are features that anyone can use while meeting in the Zoom meeting room:

  • The mute icon defines your computer or mobile device and its audio input sources used for audio recording. You can also use this icon to mute/unmute your microphone if it is already activated.
  • The video camera icon allows you to activate the webcam and change the background in your account settings.
Basic In-Meeting Navigation - sound and camera
  • You can chat and send files to specific people or to everyone in group meetings.
  • The screen sharing icon allows you to share your screen with other meeting participants. This is useful for presentations or if you need to show something specific on your screen.
  • You can also enable a whiteboard from the split screen menu, which is great for those who want to brainstorm, annotate, or take notes during their meeting.
  • The recording icon allows you to start/stop recording the session. It will be saved as a video file on your local computer or even in the cloud (when you have a paid subscription).
  • Closed captions can also be activated during the meeting, which is useful for people who are deaf or hard of hearing - or even if you're trying to understand someone with a strong accent.
Basic In-Meeting Navigation - closed captioning
  • Break rooms - Afterwards, break rooms can be used to create additional rooms to divide meeting participants into small groups.
  • Ask for control - allow participants to control someone else's computer if they need help with anything
  • Zoom apps - Various Zoom Marketplace integrations can be used to accomplish multiple tasks.
  • End of meeting button - This button allows you to end the meeting for one (or all) participants.

Zoom meeting conversation and reactions

Nonverbal feedback is a great way to show your reaction to something being said in the meeting without interrupting the person speaking.

Zoom offers a few different options for this, which can be found in the bottom toolbar of the Zoom window.

Zoom In-Meeting Chat and Reactions

You can type in different emojis or “reactions” to show how you feel in the discussion.

You can also use the appropriate icon to virtually “raise your hand”, which is useful if you want to ask a question but don't want to pause the meeting before you can.

If you are organizing a meeting, you can change the settings during the session to activate/deactivate the reactions or the raised hand icon.

Speaking of chat, it's nice to know that anyone can send/receive files during the meeting (if enabled).

However, opening a file does not automatically download it. You will therefore have to click on “Save as” if you want to keep this file locally on your computer.

Learn more about sharing your screen, video, or audio

If you want to collaborate with other meeting participants, you may need to share your screen.

Screen sharing is useful for presentations, for showing something on your screen, or even for co-browsing a website.

On video call:

  • Click on the green up arrow to Share the screen.
  • Choose the screen to share your Android, Mac, or Windows device.
  • You can always stop sharing by clicking the red stop button.
  • You can also share audio files to stream music or other sounds during the meeting.
More About Sharing Your Screen, Video, or Audio

If you share your entire desktop, consider closing any programs that may generate notifications or contain confidential information, as everyone on a call will be able to see it on your screen.

On a different note, it's good to know that you can also share your Apple iOS iPhone screen if you're organizing a meeting on an iPhone.

The same is true if you're using an Android phone.

You can also share slides as a virtual background, share a portion of your screen, and share content from a second camera.

Finally, you can also share files from third-party integrations like dropbox and Google Drive.

As a host, you can control various settings about who can and cannot share screens. These settings can be restricted in account, group, or user settings.

Pin and highlight participants

During Zoom calls, you can keep the focus on one or more people during the meeting by “pinning” or “highlighting” them.

Click on the video camera, choose the three dots, then select “pin” to get started.

If a person is pinned, they will still be shown even if they don't speak.

Pinning And Spotlighting Participants

The meeting host can pin up to 9 people, while attendees can pin one person by default.

On the other hand, the “Spotlight” function allows a person's video to be displayed in large numbers on the screen, even if other people are talking.

spotlighting everyone

The spotlight can only be done by the host/co-host and the pin of the crushing individual.

Pinning And Spotlighting Participants

To remove the projector function, the host can click the option that appears on the camera frame when it is no longer needed.

Zoom meeting layouts and views

The different Zoom meeting layouts and views allow you to personalize how you see people on your screen.

The main views are the gallery view and the speaker view, which can be accessed by clicking on the icons on the appropriate toolbar.

The gallery view shows video feeds of all participants in small tiles, while the speaker display shows only the person who is speaking.

It's good to know that if you're recording meetings in gallery view, the recording will only show the speaker's view, not the gallery view selected during the live meeting.

It's also worth noting that the gallery view can show up to 49 participants.

Additionally, you can choose to only see video feeds from other meeting participants whose cameras are on, which means you won't see the black feed from someone whose camera is off.

Scheduling a meeting from the web or the desktop

To schedule meetings from the Zoom web portal or the Zoom desktop app, start by opening the Zoom app and signing in.

Once you're logged in, click “Schedule a Meeting” on the home page.

Enter all relevant information, such as the subject of the meeting, the date and time, the duration, and whether or not a password is required.

Schedule A Meeting

You can also download the Zoom client for easy access.

Using the Zoom app means you don't have to go through your web browser every time you want to start or join a meeting.

Here is more information on how to schedule Zoom meetings for your specific needs.

Inviting participants before and during Zoom meetings

During a session, you can invite participants from the web portal, the desktop application, or the meeting toolbar.

When using the web portal, click copy the invitation to share the URL with participants.

The password may also be included in the information. So make sure it is and check it when inviting people to your meetings.

You can also add the meeting invitation to your calendar Microsoft Outlook, Google Calendar or yahoo.

You can then invite others from the specific calendar, just as you would normally do for any other event.

If you're inviting someone from the desktop client, click Meetings, choose the Upcoming Meetings tab, copy the invitation, and paste the information into an email, or send it directly to the person you want to invite.

While a meeting is in progress, you can use the context information menu to invite people to use the join link in the Zoom meeting.

You can also open the participant window, and you'll see various options for inviting people to join the meeting.

Zoom Security

ZoomBombing is a word that was created to describe the malicious act of a person who interrupts or disrupts a live Zoom meeting—typically a meeting to which the host did not invite the person.

While it's possible to cause a meeting to fail or share offensive and inappropriate images or words, Zoom focuses on three steps to keep its meetings safe.

Prevent

When you start a new meeting, using a waiting room means everyone will see a message until you are ready to start.

You can also use an access code that people will need to enter or have them sign in to a specific account before joining you.

This can help you avoid people joining your meeting uninvited - you can also refuse entry to anyone you don't recognize.

Acting

Hosts can use the shield icon during the Zoom meeting to lock the session so that no one else can join.

You can also use this icon to remove a participant or even pause all of a participant's activities in case things get out of hand.

removing participants

Reporting

By clicking on the shield icon, you'll also find the report button, which you can use to report a user (or multiple Zoom users) for inappropriate behavior.

You'll need to choose which attendee to report, enter meeting details about what happened, and then submit the report.

You can also report attendees after the Zoom meeting is over.

Use of meeting rooms during a meeting

Major Zoom room options can be used to create small group sessions during a meeting.

This can be done by clicking on the appropriate icon and selecting the meeting rooms.

Using Breakout Rooms During a Meeting

You'll be able to choose how many Zoom rooms you want, and then you can either manually move people into the room or assign them automatically.

The host will be able to move between the different rooms and also broadcast a message to all the rooms at the same time.

broadcast a message

Once the session is over, everyone will be taken back to the main meeting.

Summary.

Setting up a meeting or webinar via Zoom is a relatively easy process, but there are a few things to consider.

Be sure to test your audio and video before you start the meeting to make sure everything is working properly.

If you're inviting people to join your meeting, be sure to send them the information in advance so they can get ready.

And finally, be aware of the security risks that could occur and take steps to prevent them.

Finally, if you want more features than what a free account offers, consider the Zoom Enterprise (Pro) version for the best possible experience with one of the most powerful video conferencing tools available.

Further reading: Did you know that it exists Several alternatives to Zoom that could be a better solution for your specific needs?

profil auteur de stephen MESNILDREY
Stephen MESNILDREY
CEO & Founder

Your time is valuable... imagine:

Doubling your productivity in 30 days...Cutting operational costs by 40%...Increasing your ROI by 25% in 6 months...

Sounds too good to be true? Yet:

  • ✅ 71,000+ executives have seen their growth soar by 35% on average
  • ✅ 5 years guiding startups to success (valued at $20M+)
  • ✅ 100,000+ professionals draw inspiration from my articles every month

Want to stay ahead of the curve? You're in the right place! 💡

📩 Subscribe to my newsletter and receive weekly:

  • 👉 1 high-impact, ready-to-use strategy
  • 👉 2 in-depth analyses of transformative SaaS tools
  • 👉 3 practical AI applications for your industry

The journey starts now... and it's going to be extraordinary! 🚀

Join Me on Social Media for Exclusive Tips and Updates !
🔗 DISCLOSURE ON AFFILIATE LINKS
Our strict policy prohibits any recommendations based solely on commercial agreements. These links can generate a commission at no additional cost to you if you opt for a paid plan. These brands - tested and approved 👍 - contribute to maintaining this free content and keeping this website alive 🌐

For more details, see our editorial process complete updated on 01/08/2024.