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 The Ultimate Zoom Cookbook
 The Ultimate Zoom Cookbook

The Ultimate Zoom Cookbook: Over 100 recipes to enhance and engage communication with Zoom

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Profile Icon Patrick Kelley
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Arrow left icon
Profile Icon Patrick Kelley
Arrow right icon
Mex$573.99 Mex$717.99
Full star icon Full star icon Full star icon Full star icon Full star icon 5 (6 Ratings)
Paperback May 2024 340 pages 1st Edition
eBook
Mex$401.99 Mex$574.99
Paperback
Mex$573.99 Mex$717.99
Subscription
Free Trial
eBook
Mex$401.99 Mex$574.99
Paperback
Mex$573.99 Mex$717.99
Subscription
Free Trial

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The Ultimate Zoom Cookbook

Understanding the Basics of Zoom

Zoom is a very powerful communication and collaboration platform that allows for a multitude of ways to interact with people. Using simple text with things such as email and chat to fully immersive modalities such as audio, video, and content sharing, Zoom can be as simple or as advanced as you want. We are going introduce the basics of Unified Communications/Collaboration as a Service (UCaaS) functionality and define the various modalities that can be used. We will be outlining the differences between collaboration (email, chat, file sharing, whiteboard, and so on) and real-time communication (audio, video, content sharing, phone, and so on). Then, you will learn how to download, install, and log in to Zoom. Next, we will explore the basic functions of Zoom and the overall interface, such as joining and creating meetings, setting up email and calendar, as well as creating contacts. Finally, we will explore how to invite participants, manage meeting settings, and use some of the advanced functions inside the Zoom client.

In this chapter, we’re going to cover the following main recipes:

  • Downloading the Zoom client
  • Logging in to Zoom
  • Joining a Zoom meeting
  • Setting up your email and calendar
  • Creating contacts
  • Setting up a Zoom meeting

Technical requirements

Before we begin, let’s review a few of the supported scenarios for the Zoom client. You will need to have the minimum supported operating system, processor, web browser, and bandwidth requirements before you can install the Zoom client.

To get up-to-date technical requirements, be sure to visit Zoom’s system requirements page: https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0060748.

Supported operating systems

Desktop operating systems:

  • macOS X with macOS X (10.10) or later
  • Windows 11
  • Windows 10
  • Windows 8 or 8.1
  • Windows 7
  • ChromeOS
  • Ubuntu 12.04 or higher
  • Mint 17.1 or higher
  • Red Hat Enterprise Linux 6.4 or higher
  • Oracle Linux 6.4 or higher
  • CentOS 6.4 or higher
  • Fedora 21 or higher
  • openSUSE 13.2 or higher
  • ArchLinux (64-bit only)

Mobile operating systems:

  • iOS 8.0* or later
  • iPhone 4 or later, iPad Pro, iPad Mini, iPad 2 or later, iPod Touch 4th generation, iPhone 3GS (no front-facing camera)
  • iPadOS 13 or later
  • Android 5.0x or later

Processor requirements

Desktop devices:

  • Single-core 1 GHz or higher
  • (Recommended) Dual-core 2 GHz or higher (Intel i3/i5/i7 or AMD equivalent)

Mobile devices:

  • Any 1 GHz single-core processor or better (non-Intel)

Supported web browsers

Desktop:

  • Chrome: Within two versions of the current version
  • Firefox: Within two versions of the current version
  • Edge: Within two versions of the current version
  • Safari: Within two versions of the current version

Mobile:

  • Safari: Within 2 versions of the current version
  • Chrome: Within 2 versions of the current version

For instance, if the current version of Chrome on mobile is 111, then the Zoom web app is supported on versions 109, 110, and 111. As new versions are released, the minimum version will also be followed behind by two versions.

Note

These are the web browsers that Zoom officially supports. While the Zoom web app and web client might function in other browsers, note that those browsers aren’t officially endorsed. Their compatibility and functionality may vary. Additionally, while older versions of web browsers may still function, it’s advisable to stick to two versions of the current one for optimal performance.

Downloading the Zoom client

In this recipe, you will learn where to download the Zoom client, depending on what operating system and hardware you want to use. Zoom combines video and audio conferencing, online meetings, whiteboards, telephony, and chat messaging into one easy-to-use application. Zoom offers video, audio, screen, content sharing, phone and even conferencing room capabilities from one simple client.

How to do it...

To download the Zoom desktop client, do the following:

  1. In your internet browser, enter https://zoom.us/.
  2. At the top of the main page, click the Resources tab:
Figure 1.1: Resources tab

Figure 1.1: Resources tab

  1. Then, click Download Center:
Figure 1.2: Download Center link

Figure 1.2: Download Center link

  1. Under Zoom Desktop Client, click the Download button.

Note

If you are on a Mac with an Apple silicon chip, use the install URL beneath the Download button.

Depending on which browser you are using, the Zoom installer (ZoomInstaller.exe for Windows, zoomusInstallerFull.pkg for macOS, or the 32-bit/64-bit Linux installer) will automatically start downloading the Zoom desktop client:

Figure 1.3: Zoom Download button

Figure 1.3: Zoom Download button

  1. Complete the installation process. This should begin immediately after downloading, but if not, browse to where you downloaded the client and double-click on your install package.

Note

After the Zoom desktop client installation is complete, a Zoom icon will appear on your desktop.

Double-click the Zoom desktop icon to begin using Zoom.

iOS

To download the Zoom mobile app for Apple iOS:

  1. Open the App Store app from your iPhone or iPad.
  2. Enter Zoom in the search box.
  3. Once your search results appear, tap Zoom - One Platform to Connect. (Note: Do not choose Zoom for Intune unless directed so by your IT department.)
  4. Tap Get.
  5. Zoom will start to download on your iOS device.
  6. (Note: When the Zoom mobile app finishes the installation, the Zoom app icon will appear on your Home screen.)
  7. After you finish downloading the Zoom mobile app, you can access and begin using Zoom by the following methods:
    • If you stayed on Zoom’s App Store page, tap OPEN.
    • If you exited the App Store, tap the Zoom mobile app icon on your Home screen.

Android

To download the Zoom mobile app for Android, do the following:

  1. Tap the Google Play icon.
  2. At the bottom of your screen, tap Apps.
  3. At the top right of your screen, tap the Search icon.
  4. Enter Zoom in the search box.
  5. Once your search results appear, tap Zoom - One Platform to Connect.
  6. Tap the Install button.
  7. Tap Accept to confirm the installation.
  8. Zoom will start to download on your Android device.
  9. (Note: When the Zoom mobile app finishes the installation, the Zoom app icon will appear on your Home screen.)
  10. After you finish downloading the Zoom mobile app, you can access and begin using Zoom by the following methods:
    • If you stayed on Zoom’s Google Play page, tap Open.
    • If you exited Google Play, tap the Zoom mobile app icon on your Home screen.

Logging in to Zoom

To first log in to Zoom, you will need to create either a free or paid Zoom account. There are several levels of Zoom accounts, from Basic (Free) to Enterprise (which is a company-level account). To see which account level fits your requirements, please review the Plans & Pricing page from Zoom at the following websites:

Once you have determined which account suits your needs, proceed to the following login steps.

How to do it...

Personal account

  1. Launch the Zoom client. By default, Zoom creates an icon on the desktop after successful installation. If you installed Zoom in a custom location, launch the Zoom client from there.

    Once the client has launched, you will see several choices for sign-in. Choose the sign-in method that would be best for you (see Figure 1.4):

    • SSO – Single sign-on. This choice is primarily for Business/Enterprise accounts that have accounts already established from within your IT department. The username and password would be most likely provided by your IT department.
      1. Apple – If you have an Apple ID, you can use it to create your personal Zoom account.
      2. Google – You can also use your Google and Gmail accounts to create your Zoom account.
      3. Facebook – Your Facebook ID also works to create a personal Zoom account.

      If you don’t have any of the aforementioned, please move to step 3 to set up your account directly with Zoom:

Figure 1.4: Sign-in options

Figure 1.4: Sign-in options

  1. For users wanting to create a personal account without signing in using any of the methods in step 1, click the Sign Up option at the bottom right of the login page:
Figure 1.5: Sign Up link

Figure 1.5: Sign Up link

  1. You must verify your age on the next page. Type in your birth year and click Continue:
Figure 1.6: Age verification

Figure 1.6: Age verification

  1. Enter the email address you would like to use to log on to Zoom:
Figure 1.7: Email address

Figure 1.7: Email address

  1. Zoom will generate a verification code and send it to your email account. Enter the code generated in Zoom:
Figure 1.8: Code verification

Figure 1.8: Code verification

  1. Create your Zoom account by typing in the following fields:
  • First Name
  • Last Name
  • Password

(Note: If you are an educator creating accounts on behalf of students, please check the For Educators box.) With this, you’re done! You will now be logged in to Zoom with your new account:

Figure 1.9: Creating an account

Figure 1.9: Creating an account

Business account

If you’re using a Business- or Enterprise-level account, it’s probable that your IT administrator has already set up and established your account before your login attempt. This information likely has been communicated to you via email. There are two main methods for logging in to a Business account:

  1. Company email and password
  2. SSO

Use the method that has been directed by your IT department. If you have questions as to which method your company uses, contact your help desk.

Note

Visit Appendix B to familiarize yourself with some of the functions of the Zoom client.

Joining a Zoom meeting

In this recipe, we will learn how to join a Zoom meeting. There are three basic ways to join a Zoom meeting. The first is to manually enter a meeting ID; this is the least commonly used method. The second is to click on the Join button from your Zoom, Google, or Outlook calendar; this is probably the most common method. The third method is to click the Join Zoom Meeting URL that came with your meeting invitation. We will walk through all three methods as there are multiple ways to join a Zoom meeting.

Typically, when you are invited to a Zoom meeting you will be sent a calendar invite in your email or Zoom Team Chat. This has the meeting ID and passcode, as well as the Join Zoom Meeting link.

How to do it...

Method 1 (meeting ID)

  1. Open the Zoom desktop client.
  2. Navigate to the Home screen by clicking Home at the top of the navigation bar you learned about in the previous recipe.
  3. Click the Join button:
Figure 1.10: Join button

Figure 1.10: Join button

  1. Enter the meeting ID. This is the 9-11 digit unique number that was sent to you when you were invited to a Zoom meeting:
Figure 1.11: Meeting ID

Figure 1.11: Meeting ID

  1. By default, your account name will be in the Your Name section, but you can edit it here as well. When you join the Zoom meeting, this is the name that will be displayed to other people in the meeting.
  2. Select if you would like to connect audio or video.
  3. Click Join.
  4. You will be prompted for a passcode. Enter the six-digit passcode that was sent in your meeting invite, then click OK.
  5. That’s it! You'll be joined to your Zoom meeting.

Method 2 (joining from the calendar)

  1. Open the Zoom desktop application.

    Navigate to the right side of Zoom. Here, you will see the Calendar Panel. Any meetings that you were invited to for the day will appear here, populated with all users invited and the Zoom meeting information.

  2. Click the Join button to launch your Zoom meeting:
Figure 1.12: Joining a Zoom meeting

Figure 1.12: Joining a Zoom meeting

Note

When joining a meeting from a calendar invite, you will not need to enter the meeting ID or passcode. These are embedded in the meeting invite and aren’t required to be entered manually as in method 1.

Method 3 (joining from a browser link)

  1. Launch your email application (Outlook or Gmail/Google Mail).
  2. Navigate to the email that was sent to you for the meeting invitation.
  3. In the body of the email, you will see Join Zoom Meeting:
Figure 1.13: Join Zoom Meeting

Figure 1.13: Join Zoom Meeting

  1. Click on the hyperlink beneath Join Zoom Meeting, as highlighted in the previous figure. Zoom will launch your meeting!

Note

Just as with method 2, the meeting ID and passcode are embedded in the meeting link and therefore will not need to be entered manually.

Setting up your email and calendar

Zoom can be configured as your email and calendar client with either Microsoft Outlook or Google Mail. This has many advantages. Users can be more efficient and productive as Zoom can now be used to read, reply, and forward emails just like your current email provider. We can also synchronize the Zoom calendar with either Outlook or Google. You will then be able to see not only all your Zoom meetings but any meeting in your calendar. This is a great time saver because as a user, you will no longer need to switch between Zoom and your email client. This will also help you to use Zoom as your primary email and calendar client.

Getting ready

In order to utilize the Zoom Mail client feature, you will have to be utilizing either Microsoft or Google as your primary email and calendar client before setting up the Zoom Mail & Calendar service.

How to do it...

  1. Launch your Zoom desktop client. Navigate to your Mail icon located at the top navigation bar and click on your email/calendar provider (Google or Microsoft).
  2. You will be prompted to log in to your email account. Enter your email address and password and then click Continue.

    The Zoom Admin portal will open and prompt you with a Select a Service option. Pick which provider you use.

Note

In this example, we will be using Google, but the steps are the same for Office 365. On rare occasions, some businesses might still have Exchange deployed on-premises. This cookbook is outside the scope of that situation. Contact your IT department for appropriate steps to connect Zoom and Microsoft Exchange.

  1. In this example, we will choose Google. We will choose all settings for Read and Write. This will give Zoom permission to Mail, Calendar, Contacts, and Drive:

Note

We will dive deeper into Google Drive in the How to use Zoom apps recipe, but for now, you can enable this feature if you use the Google productivity suite and want to share files directly from Zoom. If you chose Office 365 as your email provider, we will also cover OneDrive and Zoom integration in the aforementioned recipe.

Figure 1.14: Select a Service

Figure 1.14: Select a Service

  1. Next, click Select All to allow Zoom to access your Google account, then click Continue:
Figure 1.15: Google account access

Figure 1.15: Google account access

  1. You’ve now properly configured Zoom to work with your email and calendar.
  2. Click on the Mail or Calendar icon in your Zoom client. You should now be able to view all your email and calendar items from your provider.

Congratulations!

Creating contacts

Contacts are your way of interacting with people you contribute with frequently. Ways to communicate with your contacts are chat, audio, and video. If you have a Zoom Phone license, you will also be able to utilize SMS and PSTN calling with contacts. Your Zoom Contacts directory contains all users on the same account. For example, if you are a business and have 500 Zoom users, you will see all of them in the Contacts directory. But if you’re a small business or a single user, you will have to add personal contacts. If you have configured Zoom to integrate with Office 365 or Google, your contacts will be synchronized to Zoom and be available to communicate and collaborate with. In this recipe, you will learn how to create contacts and how to interact with them.

How to do it...

  1. Sign in to the Zoom desktop client.
  2. Click the Contacts tab on your top navigation bar.
  3. At the top left of the screen, you will see a + icon. Click it to add a contact.
  4. Two choices will be displayed:
Figure 1.16: Zoom Contacts

Figure 1.16: Zoom Contacts

Note

- If you know your contact uses Zoom, choose Invite a Zoom User to Connect.

- If you are adding a contact that isn’t on Zoom, choose Create a Personal Contact.

- If you are using Google Mail, an option to add a Google contact will appear.

- If you are using Outlook, an option to add an Outlook contact will appear.

  1. To invite a Zoom user, enter their email address, then click Invite:
Figure 1.17: Invite to Zoom

Figure 1.17: Invite to Zoom

  1. An invite will be sent to your contact via Zoom.
  2. If you choose Create a Personal Contact, you will be prompted to enter their information:
Figure 1.18: Personal contact information

Figure 1.18: Personal contact information

  1. After adding a personal contact, you will be able to communicate with them via SMS and phone if you have a Zoom Phone license. You can also invite them to Zoom as a contact. They will receive an invite to join Zoom via email, which opens other avenues of communication such as Chat and Meet if they accept:
Figure 1.19: Personal contact

Figure 1.19: Personal contact

  1. After your contact accepts your Zoom invitation, you can then see additional modalities to communicate and collaborate with them:
Figure 1.20: Contact modalities

Figure 1.20: Contact modalities

Your Zoom contact, as opposed to a personal contact, will contain more pertinent information such as Presence (that is, Online, Busy, Away, Out of Office, Available), Location, Department, and Company:

Figure 1.21: Contact information

Figure 1.21: Contact information

Any contact you deem more important than others or whom you communicate with more often can be starred. This prioritizes the contact into your starred list for easier access. To star a contact, click the star icon next to their name:

Figure 1.22: Starring a contact

Figure 1.22: Starring a contact

You’re done. You now know how to add contacts in Zoom!

Setting up a Zoom meeting

With Zoom, you can set up multiple ways to interact with both internal and external contacts, partners, customers, and vendors. Three different modalities can be used for this:

  • Use the Zoom client to email your contact
  • Use Team Chat to interact via chat
  • Use video and audio for a fully immersive meeting

We will walk through all these steps individually.

How to do it...

Emailing a Zoom contact

  1. Choose Mail at the top of your navigation bar in the Zoom client.
  2. Once your mail client opens, you will see a blue pencil icon in the top-right area:

Note

In this example, we have configured our Zoom client to use Office 365, therefore it says Microsoft. If you had chosen Gmail as your email client, this area would say Google.

Figure 1.23: Composing an email

Figure 1.23: Composing an email

  1. Click on the blue pencil icon to compose an email.
  2. A New Mail window will open:
Figure 1.24: Email compose window

Figure 1.24: Email compose window

  1. Now, compose your email by entering the email address of your intended audience. This can be one or hundreds of addresses.
  2. Enter anyone you want CC:ed (carbon copy) or Bcc:ed (blind carbon copy).
  3. Enter your subject line and compose the email. Include any relevant attachments (documents, pictures, files) if needed, and click the Send button when done:
Figure 1.25: Send button

Figure 1.25: Send button

And you’re done! Email composition is complete.

Chatting with another Zoom user

  1. Click the Team Chat icon at the top of the navigation bar.
  2. The Zoom Team Chat client will open.
  3. To compose a chat, click the blue + icon:
Figure 1.26: Team Chat compose

Figure 1.26: Team Chat compose

  1. When you click on the + icon, a New window will hover open. Click the Chat option:
Figure 1.27: Starting a new chat

Figure 1.27: Starting a new chat

  1. A new Team Chat compose window will open. In the To: section, enter the person or contact you would like to chat with. This could be a contact you’ve already added or the email address of the user. In the Message… section, enter what you want to chat with the person about:
Figure 1.28: Team Chat compose window

Figure 1.28: Team Chat compose window

Note

If the user you're attempting to chat with is already on Zoom, they will receive your Team Chat message and can reply back. If the user you are attempting to chat with is not on Zoom, they will receive an email with an invitation to join your Team Chat channel. Once they have accepted your invitation, they will be able to reply to your chat request.

  1. You can also click on Contacts in your top navigation bar and choose any contact that has been added. Once you click on the person, their information will appear with a choice to use Chat. You can start a new conversation here as well as continue any past Team Chat conversations:
Figure 1.29: Chatting via contact card

Figure 1.29: Chatting via contact card

  1. That’s it! You now know how to start a chat.

Meeting with a user/contact

There are several methods to meet with a user using audio and video from Zoom. Let’s review the most common ways to start a Zoom meeting with someone 1:1.

Inviting from the Home screen

  1. Click on the Home icon at the top of your navigation bar.
  2. Click the orange New Meeting button.
  3. The Zoom Meeting client will launch in a new window.
  4. At the bottom, you will see a Participants icon with a 1. This is because you are the only one in the meeting.
  5. To invite other participants, click the up caret (^) and choose Invite…:
Figure 1.30: Inviting meeting participants

Figure 1.30: Inviting meeting participants

  1. After you click Invite…, a window will open with several choices. Here, you can invite any contact you have. Should you want to invite a conferencing room, choose Zoom Room. You can also send an email invite to someone.
  2. Once you decide who to invite, click on them and then click the Invite button:
Figure 1.31: Inviting meeting participants

Figure 1.31: Inviting meeting participants

The person or room you invited will get a meeting notification that you are inviting them to a Zoom meeting. They can accept or decline your invitation from Zoom. If an invited user is not currently logged in to Zoom, they will receive an email informing them of a missed meeting invitation:

Figure 1.32: Meeting invite

Figure 1.32: Meeting invite

Inviting from Team Chat

  1. Click the Team Chat icon from the top navigation screen.
  2. Navigate to the person or channel whom you would like to have a meeting with. A list of people or channels is on the left navigation bar:

Note

To learn more about Team Chat channels, go to Chapter 5, Zoom Team Chat.

Figure 1.33: Team Chat users

Figure 1.33: Team Chat users

  1. At the top of your Team Chat window, you will see information about the person you are chatting with.
  2. On the right side, you will see a Camera icon. To invite the person to a Zoom meeting, simply click it. An invitation for a Zoom audio and video meeting will be sent to the user:
Figure 1.34: Zoom meeting invite

Figure 1.34: Zoom meeting invite

  1. Should you just want to have an audio-only meeting (no video) with a contact or user, click the up caret (^) to the right of the camera and deselect Meet with video. A Zoom meeting invite will be sent to the invitee.

Note

Once the invitee has accepted the Zoom audio-only meeting, they will always be given the choice to turn the camera on during the meeting later if they want.

Inviting a contact to a Zoom meeting

  1. Click the Contacts icon from your top navigation bar.
  2. Navigate to the contact you wish to meet with.
  3. Click the Meet button to send an audio-only meeting invite to the user:
Figure 1.35: Contact invite

Figure 1.35: Contact invite

Note

Zoom by default sends an audio-only meeting when inviting someone from Contacts. Should anyone wish to escalate the audio meeting to a video meeting, they can choose to turn on their camera at any time.

  1. An invitation to your 1:1 Zoom meeting will be sent to the invitee.
  2. You now know how to invite a 1:1 contact to a Zoom meeting!

Scheduling a Zoom meeting

Now that you understand how to set up ad hoc 1:1 meetings, let’s dive into how to set up scheduled meetings with individuals as well as multiple participants. Scheduled meetings are meetings that occur in the future at a pre-set time as opposed to inviting participants in real time. There are multiple ways to schedule future meetings with the Zoom client. Let’s dive deeper into a few of the common ways to do that.

Scheduling Zoom meetings from the Home page

  1. Click on the Home icon from the top navigation bar.
  2. Click on the Schedule icon.
  3. A Schedule Meeting window will appear, as shown here:
Figure 1.36: Schedule Meeting window

Figure 1.36: Schedule Meeting window

  1. Enter the topic of your meeting (for example, Weekly Status Meeting).
  2. Choose a date and time for the future meeting.
  3. Check Recurring meeting if this is a meeting that will reoccur at daily, weekly, or monthly intervals.
  4. Enter all the names/emails you want to be invited to the meeting in the Attendees area. Everyone invited will receive an email invitation to the meeting. They will be able to accept, decline, or propose a new time in the calendar invitation.
  5. By default, Enable Continuous Meeting Chat is enabled. This creates a chat channel that allows all participants to chat before, during, and after the meeting. This is a powerful way to collaborate with invitees to the meeting. Toggle off if you don’t want this feature in your meeting invite.
  6. By default, an automatically generated Meeting ID value is chosen. You can also pick a static Personal Meeting ID value. For security purposes, it is best to leave this at Generate Automatically so that non-invited participants can’t join your meeting by entering past meeting IDs you’ve generated.

If your organization has enabled Templates for meetings, you can choose one in this section. By default, this is None. If you are part of an organization where the Zoom admin or IT department has created templates to use, choose which one is appropriate for your meeting invite.

Note

If you have questions about which template is appropriate for your meeting, reach out to your Zoom admin for questions. Otherwise, choose None.

  1. In the Security section, enable Passcode, Waiting Room, or both. This enhances the security of your meetings. Only invitees with the passcode can join the meeting. Invitees who don’t join with the appropriate passcode are admitted to the waiting room. The meeting organizer will have the ability to admit users at their discretion.
  2. By default, Enhanced encryption is chosen. Should you need end-to-end encryption (E2EE), click that option.

Note

E2EE is an advanced security feature of Zoom, encrypted with 256-bit AES GCM encryption for audio, video, and application sharing.

  1. By default, Video is enabled for both the host and participants of the meeting. Toggle to off per your preference.
  2. Audio by default is set to Computer Audio.
  3. Calendar is defaulted to whichever email/calendar solution you have enabled for Zoom Mail and Calendar. You can choose between Apple, Microsoft, Google, or Other.

Interpretation is an advanced feature that allows you to assign interpreters during a meeting from one host’s language to another. This feature also allows you to assign sign language interpretation. Enter the appropriate email address of the interpreters (up to 20) should you want this feature enabled.

Scheduling a Zoom meeting from the Zoom sidebar calendar

  1. Navigate to the right of the Zoom client to the sidebar Zoom calendar, as shown next, and click on the icon pictured:
Figure 1.37: Calendar invite

Figure 1.37: Calendar invite

  1. Click the + icon. A new meeting schedule window will open:
Figure 1.38: Scheduling window

Figure 1.38: Scheduling window

  1. Enter the subject of the meeting.

Note

If you are creating a calendar event for vacation or time off, toggle the Time off indicator. This will book your calendar and presence as Off. External people won’t be able to book time with you during this period.

  1. Choose the day, time, and time zone of your meeting.
  2. If this will be a reoccurring meeting, choose Repeat, then pick how often you want the same meeting repeated (that is, Daily, Weekly, Monthly).
  3. Enter the name or email address of all the attendees of the meeting. These can be internal or external participants.
  4. By default, Enable Continuous Meeting Chat is toggled on. This creates a Team Chat channel with the same name as the meeting subject. This allows all participants in the meeting to begin sending chats before, during, or after the meeting. Chat participants can also upload files, attachments, and even agendas into the chat so that everyone is prepared for the meeting beforehand. If you don’t want this feature, toggle it off.
  5. Pick what type of event you want to schedule. By default, Zoom Meeting is chosen; however, should you have a Zoom Phone license, Zoom Phone Call is also a choice. If you want to book your calendar for offline purposes (that is, vacation, lunch, appointment out of the office), choose Offline:
Figure 1.39: Event Type

Figure 1.39: Event Type

  1. By default, Zoom assumes meetings are virtual. You can add a location or room to your meeting if the Zoom meeting is being held at a physical location such as a conferencing room or office.
  2. You can add whiteboards, meeting descriptions, agendas, and even attachments (that is, documents, spreadsheets, drawings) to your meeting. Click Add Whiteboard, Add a description…, or Attachments if you want to include these in the meeting invite. Once clicked, a new window will appear. Here, you can upload a previously created whiteboard or create a new one. You can also type in the description of what the meeting is about or an agenda. If you have any attachments for the meeting participants, these can also be uploaded:
Figure 1.40: Meeting attachments

Figure 1.40: Meeting attachments

  1. By default, the Visibility option of your meeting invite is set to Public. This means people with access to your calendar would be able to see all information about your meeting, such as subject, time, date, description, and attendees. Should you wish to not disclose this information, you can choose Private. If you choose Private, users will only see the meeting on your calendar as blocked off with a Busy message.

Note

Typically, you will want to use the Public visibility choice. Situations in which you would want to use Private would be for extra security of a meeting; for example, if you were having a meeting about yearly bonuses and didn’t want anyone to know, or perhaps a private meeting with a doctor disclosing health information you want to be kept private.

  1. By default, when you book a meeting, your calendar will show as Busy. Other Zoom users will see you as busy and in a meeting with a red presence indicator above your camera in Zoom or when viewing your calendar. There may be situations when you book a Zoom meeting but want to indicate you are free to contact via chat, audio, or video. Choose Free if you wish to appear available, even during a Zoom meeting.
  2. Should you need additional meeting configuration, click More Options. This will open an expanded window with all of the meeting options available from the preceding recipe, Setting up a Zoom Meeting.

Creating a Zoom meeting from the calendar

  1. Click the Calendar icon at the top navigation bar.
  2. At the top of the screen, click the blue + New Event button:
Figure 1.41: + New Event button

Figure 1.41: + New Event button

  1. After clicking the + New Event button, a new Zoom meeting schedule window will appear.
  2. All the configuration options that were discussed appear here in order to set up your new Zoom meeting.

Note

No matter which of the aforementioned methods you choose to create a Zoom meeting, the post-invite actions are the same:

- An email will be sent to all meeting invitees. Meeting invitees will have the opportunity to accept or decline the meeting.

- If the meeting is accepted, the meeting will appear in the attendee’s calendar.

- If the meeting is declined, the meeting will be removed from the attendee’s calendar.

- The organizer of the meeting will receive updates from all attendees when they accept or decline the meeting.

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Key benefits

  • Explore features such as webinars, attendee engagement techniques, analytics, and reporting
  • Leverage AI to increase effectiveness as a meeting organizer, presenter, and attendee
  • Discover advanced content and collaboration tips and tricks to create presentations that are engaging to the audience
  • Purchase of the print or Kindle book includes a free PDF eBook

Description

The last few years have completely changed the way we collaborate and communicate. Whether it’s internally with coworkers at a large enterprise or externally with prospective clients and customers, Zoom has created a new way to interact with people in real-time as well as asynchronously. This cookbook delves into all aspects of Zoom, moving beyond just meetings. You’ll get started by exploring key areas such as audio, video, chat, webinars, advanced reporting, and analytics. Next, you’ll progress from discovering simple Zoom video and audio calls to understanding features such as whiteboards, hardware integration, and phone capabilities. Gradually, you'll discover advanced techniques for effective content presentation, while configuring users and features from the admin portal. The last set of chapters cover advanced features on security and privacy as well as how to make the most of AI Companion to reach out to your audience with better content, clarity, and expertise. By the end of this Zoom book, you’ll be well-versed with the entire Zoom app and all the modalities available.

Who is this book for?

This book is for any user looking to get the most out of Zoom’s collaboration or communication tools.

What you will learn

  • Harness Zoom's features and functions beyond just video meetings
  • Understand how to use Zoom for multiple communication modalities
  • Discover advanced techniques for presenting content effectively
  • Find out how to configure users and features from the admin portal
  • Get hands on with Zoom phone, chat, email, and calendar
  • Configure Zoom hardware and software effectively
  • Secure Zoom with security and privacy techniques
  • Use AI Companion to work more efficiently and productively
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Publication date : May 31, 2024
Length: 340 pages
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Product Details

Publication date : May 31, 2024
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Table of Contents

11 Chapters
Chapter 1: Understanding the Basics of Zoom Chevron down icon Chevron up icon
Chapter 2: Content Sharing and Collaboration Chevron down icon Chevron up icon
Chapter 3: Managing Zoom Meetings Chevron down icon Chevron up icon
Chapter 4: Zoom Phone Chevron down icon Chevron up icon
Chapter 5: Using Zoom Team Chat Chevron down icon Chevron up icon
Chapter 6: Zoom Webinars Chevron down icon Chevron up icon
Chapter 7: AI Companion Chevron down icon Chevron up icon
Chapter 8: Security and Privacy Chevron down icon Chevron up icon
Chapter 9: Advanced Tips and Tricks Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

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Tom H Jun 04, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
The book is packed full of practical tips and tricks to improve collaboration. Patrick Kelley does a masterful job explaining how to leverage AI to enhance effectiveness in meetings, for example. The book delves into all aspects of Zoom, from video meetings, team chat, whiteboards, webinars, phone capabilities and hardware integration.The structured approach of progressing from simple tasks to advanced configurations ensures that readers of all levels can follow along and apply the knowledge effectively.This book is not just for IT professionals. It's perfect for educators, remote workers and business users who rely on Zoom for effective communication and collaboration. Anyone looking to maximize their use of Zoom will find this book indispensable. The book's clear and concise explanations make it accessible to users at all skill levels.Patrick Kelley's expertise shines through, making complex features easy to understand and implement. This book is a treasure trove of knowledge that equips readers with the skills to use Zoom like a pro. Five stars, for sure!
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Momof2 Jul 06, 2024
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"The Ultimate Zoom Cookbook" is an essential resource for anyone seeking to fully utilize Zoom's versatile communication and collaboration tools. Every Zoom admin should have this handy guide to help you get the most from Zoom covering everything from basic setup and interface navigation to advanced features like AI integration and security protocols. Each chapter provides clear instructions, practical tips, and insightful strategies for maximizing Zoom's potential. Whether you're new to Zoom or an experienced user, this book offers valuable knowledge to enhance your productivity and efficiency. Highly recommended for anyone looking to master Zoom's extensive functionalities
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K Irish Jul 22, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Okay, I am going to admit... I am a mature IT sales professional that has always struggled with professional growth reading! There, I said it!However, Patrick Kelley's - "The Ultimate Zoom Cookbook" has changed all of that for me! I just picked up the book recently and, so far, I have found his approach to understanding how to use Zoom for professional and personal needs easy to understand as he serves it up in bite size appetizer chapters. I know this book will help me combine the human aspects of "connection" with today's workplace landscape needs to "collaborate" using Zoom and take my interactions to the next level!
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J. Johnson Aug 09, 2024
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This book is such a valuable resource for all things Zoom. It goes through almost every product that Zoom makes and explains almost every feature in detail, with step by step tutorials. The “cookbook” format is really easy to follow. I have deployed Zoom products in enterprise settings and many of the end users would have loved having a guide like this. Most of Zoom's features are pretty intuitive for a tech savvy user, but for the not so intuitive features this cookbook does a great job of explaining the details behind each feature and walking the end user through how to leverage those features. The pictures along the way make it even easier to follow along. I do wish the pictures were in color, but I understand that doing so would add quite a bit to the cost of the physical book. If you get the digital copy though, the pictures are in color!Appendix A should be required reading for anyone who meets with end customers over video, regardless of the product. Kelley walks through the importance of a good microphone, camera, and lighting. He even makes a few budget product suggestions that can help you improve your video and audio quality without breaking the bank.My only concern is how quickly the book will become dated given the rate of innovation Zoom is known for. But I'm pretty sure packt and Kelley are ready for that given that the front cover prominently says "1st Edition".I would recommend this book to anyone who would like to know more about Zoom from an end user perspective. If you're an admin looking for a book on Zoom administration or integration, this isn't the book for you. Though, even as an admin, I bet there are still some tips in this book regarding certain features or settings that you weren't aware of. It's that robust.
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JV Jun 20, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
To anyone using Zoom who is already a fan of the tattooednerd on Youtube (aka Patrick Kelley...) you will know that his approach is to make Zoom, well.. approachable. Just like his videos on youtube.Through pictures and instruction, Patrick walks us through the platform in a framework of Getting Ready, How To Do It, & There's More.... covering both the User Settings and In-App experience for balanced training & guidance.For those who use it to those who support it, there is something for everyone.While the book doesn't address everything across the Zoom Platform, that wouldn't be possible, nor feasible. Using Patrick's approach to using Zoom, this book takes one through the Basics, so that users can get comfortable, before tackling more complicated functionality.The point is to get your fingers on the keyboard, your mouse clicking in the settings, your mind engaged in the platform, so you can understand how and why you are using Zoom.
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