In the following article, we describe the basic steps to conduct a Zoom Meeting using Desktop
Use this guide to learn how to quickly schedule and host your Zoom meetings. Once in the meeting, you can adjust your security settings, manage other participants, share your screen, and record the session. If you haven't already, download and install the desktop client or mobile app before getting started.
How to schedule a meeting
Open the Zoom desktop client and sign in to your Zoom account.
Click the Home tab .
Click Schedule .
Provide a topic for the meeting and adjust the date and time.
Choose a meeting ID, which is the number used to create an invitation link for the meeting. For scheduled meetings, we recommend choosing Generate Automatically which provides a unique ID for the meeting.
Adjust the security options, such as Waiting Room, passcodes, and requiring authentication, to suit your needs.
Set the desired video defaults for host and participants.
Set which audio options you want available in the meeting.
(Optional) Click Advanced Options to enable other features.
Select which 3rd-party calendaring service you would like to export the meeting to, or select the Other Calendars option to view and copy the meeting invitation.
Click Save to finish scheduling the meeting.
How to connect to audio
Upon joining the meeting, you will be prompted to connect to audio.
Click Join with Computer Audio.
Other options may appear, such as calling in to the meeting or being called into the meeting, but this depends on which audio options the host has provided.
Click Mute / Unmute in the bottom-left corner of the meeting controls toolbar as needed to control your microphone.
How to turn on your video and add a virtual background
If the host has requested video be on by default, you will be prompted with a video preview. This allows you to see your current video and decide to join the meeting with or
without video. Click Join with Video.
While you’re in a meeting, click Start Video / Stop Video in the bottom-left corner of the meeting controls toolbar as needed to control your video.
(Optional) Next to Start Video / Stop Video, click the button and select Choose Virtual Background… to select a virtual background. Once you select a background, it will automatically change in the meeting.
How to share your screen
In the meeting controls toolbar, click Share Screen .
Select an entire desktop or screen, a specific opened program, or the classic Whiteboard. You can also switch to the Advanced tab for other sharing options, such as slides as a Virtual Background, computer audio only, a local video file, or content from a 2nd camera.
(Optional) Select the check boxes next to Share sound and/or Optimize for video clip to enable either immediately at the start of your sharing.
These options can also be enabled/disabled during the share.
Click Share to begin sharing your screen or content.
How to chat with others
In the meeting controls toolbar, click Chat .
The Chat panel will open.
Click in the text input box and enter your message.
(Optional) Click the To: Everyone drop-down menu to select a specific participant to send your message to.
Note: Your available options may be restriced by the host.
Press Enter to send your message.
How to view captions
If captioning is being provided, either manually or automated, you will see a notification informing you that closed captioning is available.
In the meeting controls toolbar, click Closed Caption / Live Transcript , then select Show Subtitle.
If automated captions are enabled but not currently available, click Live Transcript and then click Request live transcription, which will prompt the host to enable live transcription for everyone.
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