Zoom Meetings

Overview

Follow this article to learn about the basic features of the Zoom client on Windows and Mac.

This article covers:

• Home
• Meetings
• In-Meeting Controls

Home

After signing in, you will see the Home tab, where you can click these options:

• New Meeting: Start an instant meeting. Click the downwards arrow to enable video or use your personal meeting ID (PMI) for instant meetings.
• Join: Join a meeting that is in progress.
• Schedule: Set up a future meeting.
• Share Screen: Share your screen in a Zoom Room by entering in the sharing key or meeting ID.
• Background image: To change the background image, hover over the picture and click the camera icon.
  
• Upcoming meeting: Displays the next meeting for the current day. 
  
  
• Click your profile picture for these options:
  
  
  • Add a personal note.
  • Settings: Access settings you can change in the client.
  • Change your status to Available, Away, or Do Not Disturb.
  • My Profile: Open the Zoom web portal to edit your profile.
  • Help: Open the Zoom Help Center.
  • Check for Updates: Check if Zoom is up to date.
  • Switch to Portrait View: Switch the Zoom window to portrait view if you prefer a narrower window.
  • Sign out

Meetings

Select the Meetings tab and click Upcoming to view, start, edit, and delete scheduled meetings.

You can click the following options after selecting a scheduled meeting in the left-side panel:

• Add icon : Schedule a new meeting.
• Refresh icon : Refresh the meeting list if you don't see your scheduled meeting.
• Start: Start the scheduled meeting that you have selected in your upcoming meetings.
• Copy Invitation: Copy the scheduled meeting's invitation text, allowing you to manually paste into an email, instant messenger etc. Click Show Meeting Invitation if you want to view the invitation you're copying.
• Edit: Edit the meeting options for your scheduled meeting.
• Delete: Permanently delete your scheduled meeting.

Contacts

Select the Contacts tab to view and manage your contacts.

• Directory tab: View a directory of all your contacts, including starred, external, and auto answer contacts. If your organization has Zoom Rooms, you will also see a list of Zoom Rooms.
• Channels tab: View a directory of your channels (used for group messaging). Starred channels appear at the top of the list.
• Add icon : Show options for contacts and channels. You can add a contact, create a contact group, create a channel, or join a channel.

In-Meeting Controls

Once you have started or joined a meeting, you can access the meeting controls located at the bottom of the meeting window (move your mouse in the Zoom window to display meeting controls).