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Your Ultimate Guide on How to Set Up a Zoom Meeting

By Vernon Roderick, Last updated: July 17, 2020

Zoom is becoming more and more popular nowadays. Most businesses use Zoom for a lot of things, especially communication. However, despite its advantages, Zoom can be a bit complicated to some people.

Since you are already busy enough as it is with managing the team or participating with the team, you don’t have time to become an IT expert and learn Zoom.

That’s why this article will show you how to set up a Zoom meeting in the easiest way possible. Let’s start by how a meeting can be set up as a host.

How to Set Up a Zoom Meeting as the HostHow to Set Up a Zoom Meeting in AdvanceHow to Start a Scheduled Zoom MeetingHow to Join a Zoom Meeting as the HostHow to Invite Others to a Zoom MeetingHow to Set Up and Join Multiple MeetingsConclusion

How to Set Up a Zoom Meeting as the Host

Learning how to set up a Zoom meeting is the easiest part and it’s quite straightforward. That’s why you shouldn’t have any problem with this.

Below are the steps that you need to follow on how to set up a Zoom meeting:

  1. Go to the Zoom website and click on the Sign In If you have an app on your smartphone or desktop, simply open the app and sign in.
  2. Enter your email and password for the account that you have created. You may also use an existing Facebook or Google account. You can click Sign Up Free if you still don’t have an account.
  3. On the Zoom app, click the down arrow and choose Start with video.
  4. Select New Meeting to start a meeting instantaneously.

Note: If you don’t have an app and you are in the website, simply click on the Host a Meeting button on the Zoom’s interface.

That’s how to set up a Zoom meetingif your scenario isn’t something special. However, there are various cases of starting a Zoom meeting such as starting a scheduled meeting, which we will be talking about in the next section.
How to Set Up a Zoom Meeting as the Host

How to Set Up a Zoom Meeting in Advance

Learning how to set up a Zoom meeting in advance is basically learning how to schedule a meeting. This can only be done if you are going to be the host of that meeting, or you are granted permission from the host.

There are multiple ways to do this. You can either do it from the desktop client of Zoom from Windows/Mac or from the mobile app on your Android/iOS.

Let’s start with how you can do it

Windows/Mac

  1. This
  2. Open the Zoom desktop client and sign into your Zoom account.
  3. Click the icon that looks like a calendar with a Schedule
  4. On the Schedule window, set up the Zoom meeting. Below are the most important info:
    • The name that will appear on participants’ calendar
    • The date and time when the meeting will start
    • Whether the host or participant will have their screen or work area shown
    • Whether the audio can come from computer, telephone, or both
    • Require meeting password. This is only enabled for confidential meetings
  5. Click Schedule once you are done setting up the meeting.

How to Set Up a Zoom Meeting in Advance

Android/iOS

  1. Open the Zoom application and login to your account.
  2. Tap on Schedule.
  3. Set up the meeting just like you would in the desktop client.
  4. Tap on Schedule from the top-right corner of the screen.

How to Start a Scheduled Zoom Meeting

Sometimes, you will have to start a meeting sooner than expected. For that, you won’t have to learn how to set up a Zoom meeting. You only need to start a scheduled meeting.

Just like how you would set up a meeting in advance, learning how to start a scheduled meeting on a desktop client is different with when you do it on mobile.

Let’s start with how you can do it on desktop:

Windows/Mac

  1. Open the Zoom client and login to your account.
  2. Click on the Meetings tab from the bottom area of the window.
  3. On the Upcoming tab, there will be a list of meetings. These are meetings that you have scheduled beforehand. Simply select the one that you’d like to start prematurely.
  4. Once highlighted, click on the Start button from the right area.

Android/iOS

  1. Open the Zoom mobile app.
  2. Tap on the blue Upcoming.
  3. There will be a list of meetings here. Locate the meeting that you want to start and tap on the Start button next to it.

How to Start a Scheduled Zoom Meeting

How to Join a Zoom Meeting as the Host

Since you already know how to set up a Zoom meeting, you may have set up a couple of important meetings already. Although you may be the one that have set up them up, you can sometimes be late and not be there when it starts.

Zoom offers a way for hosts to join scheduled meetings that are currently ongoing. There are, however, prerequisites to this.

  • You must know the unique 9 to 11-digit number of the meeting called the meeting ID
  • If a unique meeting ID is not available, you must have the teleconferencing number that are provided from the Zoom invite

Once you have fulfilled these prerequisites, you are now free to join the meeting.

  1. Open your Zoom desktop client or mobile app.
  2. There are two ways to join an ongoing Zoom meeting:
    • Open the client and click on the Join a Meeting button immediately without having to sign in.
    • Sign in first and click on Join.
  3. Whatever option you choose, you will still need to enter your meeting ID. If you have not signed in, you will have to enter the name that you use for your Zoom host account.
  4. Select options that you want enabled such as Do not connect to audio or Turn off my video according to your preferences.
  5. Click on the Join.

This time, the steps on how to set up a Zoom meetingand join it as it is being held are similar to when you do it on the Zoom desktop client or on the mobile app.
How to Join a Zoom Meeting as the Host

How to Invite Others to a Zoom Meeting

As the host, find out how to set up a Zoom meeting is not your only job. You also have to set up the participants by inviting them into the meeting.

There are a couple of ways to invite participants into the meeting, too many, in fact. Take note that this is applicable to most of your devices.

  1. Open your Zoom client.
  2. Sign in to your Zoom account.
  3. Start the meeting just like you’ve learned in previous sections.
  4. Click the Manage Participants
  5. Now select Invite from the bottom of the window.

You will choose how you’d invite the participants. The following are the different ways to invite people into your meeting:

  • Select Invite by Email. Choose which email provider you’re going to use which would either be Default Email, Gmail or Yahoo Mail. Type in the recipient of the email and send the email.
  • Select Invite by Contacts. Choose the name of the participant from the Contacts window. Select multiple contacts by checking their names one by one. Click Invite from the bottom-right corner.
  • Click on the Copy URL or Copy Invitation buttons from the bottom-left corner of the window. Paste the URL or the invitation and send it into the future participants.

How to Invite Others to a Zoom Meeting

How to Set Up and Join Multiple Meetings

Learning how to set up a Zoom meeting is pretty much child’s play. Setting up and joining multiple meetings at once, now that’s a challenge, yet it seems to be very important to large-scale businesses.

This is more of setting a configuration inside Zoom’s system. Once it is configured, you will be able to set up multiple meetings by simply setting one meeting and repeating it multiple times.

Below are the steps to configure Zoom to enable multiple meetings:

  1. Sign in to your Zoom account through the website as an admin.
  2. On the navigation tab, click on Account Management.
  3. Select Account Settings and go to the Meeting
  4. Under the In Meeting (Basic)section, enable Join different meetings simultaneously on desktop.
  5. Select Turn On if prompted.

Take note that this is only available for those that have a subscription in Zoom, so free users, unfortunately, doesn’t have access to such privileges. Still, you can easily learn how to set up a Zoom meeting even if you stay free.

Conclusion

A lot of people are coming to Zoom in hopes that they will be able to establish great communication with their team. Of course, the majority of people has achieved just that, but most of them are simply participants getting invited into a meeting.

If you are a host, one of the most crucial Zoom skills you need is learning how to set up a Zoom meeting. With this skill, you should be able to communicate and cooperate with the team you’re managing much easier.

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Vernon Roderick

Technical Expertise for PC/Website Optimization

One of my passion is to develop software of my own

I write articles to share knowledge about IT technology and some experience in developing my own software, and developing my own software is one of my passions for work.

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