Getting Started with Zoom

Setup & Configuration Zoom Web Portal: Visit https://zoom.us/signin or https://heart.zoom.us/signin and enter your email address and click on SSO. Upon sign in you will be taken to your Profile page. Highlights of this page are: Setting your profile picture (persists through the Zoom platform). Editing your Personal Meeting ID/Personal Link This is your personal dedicated virtual meeting space. You can use it at any time or schedule it for future use. After configuring your profile, we recommend going to the Meeting Settings tab to configure your preferences based on how you would like to conduct meetings. Scheduling Zoom Meetings Zoom offers you several ways to schedule your meetings Web Portal Log in to http://zoom.us/signin or https://heart.zoom.us/signin Click “Schedule a Meeting” in the top navigation bar Input details for the meeting and click “Save” You can then copy the URL or Invitation or add to your calendar with available plug in Zoom Desktop Client Click “Schedule” button on the Zoom App Input details for the meeting and click “Schedule” You can then copy the URL or Invitation or add to your calendar with available plug in Outlook Add-In (Web and Desktop) Open your Outlook web calendar and select New to create a new calendar event. Select the Zoom icon in the top toolbar and sign-in to Zoom, if prompted. Select Add Zoom Meeting Add meeting details and send. Zoom Best Practices Before the Meeting: Test your Audio and Video Make sure to choose the correct audio and video sources Have the content and applications that you intend to share open and prepared ahead of time Close applications that have pop ups Hosting A Meeting: Mute your mic if others are presenting/speaking Use “Gallery View” for smaller group/team meetings Share your screen Share specific Applications to control displayed content Use “New Share” to seamlessly transition between shared applications. Use the Annotation tools to grab and direct attention Turn the camera on! Put your webcam at eye level or higher – experiment for best angles Make Eye Contact - Try to look at your webcam versus the screen Below are some helpful resources from our Knowledge Base that provide a deeper dive about using Zoom: Watch the Getting Started Videos Join our Weekly Zoom Meetings and Webinar training Technical Support Visit support.zoom.us for additional information about Zoom features and functionality. If you require technical assistance, please call us at 888-799-9666 (option 2) or if the matter is less urgent, fill out a Support Request here: https://support.zoom.us/hc/en-us/requests/new