zoom user + set-up guide for small groups€¦ · step 1: start by logging into your account. step...

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STEP 1: Using Google Chrome, go to ZOOM.us to set up your account. We are recommending the ZOOM Pro plan that is $14.99 a month. Click on the box for the Pro plan to get started registering your account and click continue. Sign up for a Pro plan if you are leading a group or class. Only the group or class leader will need a Pro account. Members of your group or class will be invited to use it for free when they attend a meeting. STEP 2: On the registration page, you can create your account. When you are done, hit “Continue”. Use an email account linked to the online calendar you use most often. ZOOM USER + SET-UP GUIDE FOR SMALL GROUPS 1 SET UP YOUR ACCOUNT CHOOSE “PRO” PLAN HERE

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Page 1: ZOOM USER + SET-UP GUIDE FOR SMALL GROUPS€¦ · STEP 1: Start by logging into your account. STEP 2: After you click “My Account” you will see a page like this. Click on “Meetings”

STEP 1: Using Google Chrome, go to ZOOM.us to set up your account. We are recommending the ZOOM Pro plan that is $14.99 a month. Click on the box for the Pro plan to get started registering your account and click continue. Sign up for a Pro plan if you are leading a group or class. Only the group or class leader will need a Pro account. Members of your group or class will be invited to use it for free when they attend a meeting.

STEP 2: On the registration page, you can create your account. When you are done, hit “Continue”. Use an email account linked to the online calendar you use most often.

ZOOM USER + SET-UP GUIDE FOR SMALL GROUPS

1 SET UP YOUR ACCOUNT

CHOOSE “PRO” PLAN HERE

Page 2: ZOOM USER + SET-UP GUIDE FOR SMALL GROUPS€¦ · STEP 1: Start by logging into your account. STEP 2: After you click “My Account” you will see a page like this. Click on “Meetings”

STEP 3: On the payment screen you will enter your billing information. When asked to choose how many employees you can choose “Just Me”. At the bottom of the page click the “I’m not a robot” captcha, and “I agree to the Privacy Policy and Terms of Service” box. When you are done, hit the “Subscribe” button.

Members of your small group, guests, can attend meetings using the free account. Hosts will be reimbursed by the church through June.

SET UP YOUR ACCOUNT (continued)1

CHOOSE“JUST ME”HERE

Page 3: ZOOM USER + SET-UP GUIDE FOR SMALL GROUPS€¦ · STEP 1: Start by logging into your account. STEP 2: After you click “My Account” you will see a page like this. Click on “Meetings”

STEP 1: Once you have created your account you are ready to set up your first meeting. ZOOM has a video tutorial that will help walk you through the process of setting up meetings. Click here or on the image or link below to watch the tutorial. You should see the page pictured below:

https://support.ZOOM.us/hc/en-us/articles/201362413-How-Do-I-Schedule-Meetings- STEP 2: After you complete the video tutorial, you’ll be ready to begin scheduling meetings (or if you prefer, continue on to Section 3 for step-by-step instructions).

2 SET UP A MEETING USING VIDEO TUTORIAL

Page 4: ZOOM USER + SET-UP GUIDE FOR SMALL GROUPS€¦ · STEP 1: Start by logging into your account. STEP 2: After you click “My Account” you will see a page like this. Click on “Meetings”

STEP 1: Start by logging into your account.

STEP 2: After you click “My Account” you will see a page like this. Click on “Meetings” and then “Schedule a New Meeting”.

STEP 3: This will take you to a page where you can start to create your meeting. Start by naming your meeting and filling out the date, time, and length of meeting.

3 SET UP A MEETING USING STEP-BY-STEP INSTRUCTIONS

AFTER YOU’RE SIGNED IN

FILL IN YOUR DETAILS

Page 5: ZOOM USER + SET-UP GUIDE FOR SMALL GROUPS€¦ · STEP 1: Start by logging into your account. STEP 2: After you click “My Account” you will see a page like this. Click on “Meetings”

STEP 4: Scroll down to see more details. This is where you can make your meeting a “Recurring Meeting”. This is a useful tool if your small group meets regularly.

STEP 5: Once you click the “Recurring Meeting” box you will see a drop down menu like this. Click the “Recurrence” box to choose from daily, weekly, etc. You can also choose how many times you would like your meeting to reoccur.

3 SET UP A MEETING USING STEP-BY-STEP INSTRUCTIONS (continued)

CLICK THE BOX THAT SAYS RECURRING

Page 6: ZOOM USER + SET-UP GUIDE FOR SMALL GROUPS€¦ · STEP 1: Start by logging into your account. STEP 2: After you click “My Account” you will see a page like this. Click on “Meetings”

STEP 6: Scroll further down on the same page. Under “Registration”, we are not requiring guests to register for the event so you can leave that un-clicked. Under “Video”, choose “On” for both “Host” and “Participant”. Under “Audio”, choose the button “Both”.

STEP 7: At the bottom of the page you will see these options. We recommend not clicking on any of the meeting options – you can always change this later. Then hit “Save”.

3 SET UP A MEETING USING STEP-BY-STEP INSTRUCTIONS (continued)

REGISTRATION IS NOT REQUIRED, LEAVE THIS UN-CHECKED

Page 7: ZOOM USER + SET-UP GUIDE FOR SMALL GROUPS€¦ · STEP 1: Start by logging into your account. STEP 2: After you click “My Account” you will see a page like this. Click on “Meetings”

STEP 8: Your next screen will look like this. From here you can click on one of the calendar options to add the meeting to your calendar. Once in your calendar you can invite people to join, or you can copy the link provided to invite others to join.

STEP 9: If you choose to “Copy the invitation”, you will see a box like this pop up:

3 SET UP A MEETING USING STEP-BY-STEP INSTRUCTIONS (continued)

YOU CAN CLICK ON “COPY THE INVITATION”

CLICK ON ONE OF THE CALENDAR OPTIONS -OR-

Page 8: ZOOM USER + SET-UP GUIDE FOR SMALL GROUPS€¦ · STEP 1: Start by logging into your account. STEP 2: After you click “My Account” you will see a page like this. Click on “Meetings”

STEP 10: Click the “Copy Meeting Invitation” button. It will then highlight the information for you and save it to your clipboard (or you can right click your mouse to copy and paste it into an email). Guests will then receive a link to join the meeting.

STEP 11: When I pasted the information into an email, the message I received looked like the image below. There are links for your members to click on, a Meeting ID# and a Password. The password and Meeting ID# should self-populate when your members click on the link.

3 SET UP A MEETING USING STEP-BY-STEP INSTRUCTIONS (continued)

Page 9: ZOOM USER + SET-UP GUIDE FOR SMALL GROUPS€¦ · STEP 1: Start by logging into your account. STEP 2: After you click “My Account” you will see a page like this. Click on “Meetings”

STEP 12: That’s it! You have created your meeting. If you want to check on your meetings you can always log into your account, then choose “Meetings” to see a list of what meetings you have coming up, you can also edit your meetings, cancel them or join them from this dashboard.

You can also schedule your next meeting directly from your calendar:

Need help or want to find more information about meeting features? Check out the full list of great video tutorials any time. They are worth a look.

3 SET UP A MEETING USING STEP-BY-STEP INSTRUCTIONS (continued)

YOU CAN ACCESS MORE VIDEO TUTORIALS HERE