How To Use Zoom (plus Breakout Groups) — Favorite Video Conferencing Platform

Zoom is my favorite video conferencing tool, and I use it many times a week. I get asked by clients all the time to teach them how to use it. Here’s a tutorial! Below, you can click on a timestamp to jump to that topic in the video.

0:30 Launching Zoom

0:49 Personal Meeting ID (PMI) is different for each Zoom account

1:00 What happens if you check the box “Always use PMI for instant meetings on this computer”

1:32 Scheduling a meeting
TIP: I actually prefer to schedule a new Recurring Meeting. see 4:10, even if it’s a one-time meeting, because I’ve noticed that for some reason. people can be confused by the meeting time. Recurring Meetings don’t have a label for the date/time of the meeting.

1:45 Video (when joining a meeting) — on or off?

2:20 Audio Options: I prefer “Both” instead of “telephone only” or “VoIP Only”

2:26 Why I don’t require meeting password, and when to

2:56 “Enable join before host” — check this box if participants already know each other

3:50 Record meeting automatically?

4:10 Recurring Meetings

4:58 How to find the meeting ID / access link / phone numbers again

6:45 What happens if you check the box “Always use PMI for instant meetings on this computer”
(sorry to repeat myself here!)

7:16 How to get into a specific zoom meeting that you created

7:54 How to mute all / make sure all new participants are muted automatically
and whether to “Allow participants to unmute themselves”

8:52 How to stop someone’s video

8:58 How to spotlight (focus the attention on) someone’s video — including your own

I forgot to mention — it’s helpful to “Lock Meeting” if you frequently promote a particular Zoom link. Click Manage Participants, then More, then Lock Meeting.

9:45 How to record a zoom meeting

10:13 Gallery vs. Speaker Views

11:25 Moving the zoom window around, so you can look like you’re looking at the camera

12:51 How to mute yourself or stop your video

13:19 Changing the zoom audio or video settings, including mirror effect, “touch up my appearance”, enable HD, etc.

15:05 the chat room features

15:23 How to change how your name shows up on zoom with “Rename”

15:45 How to chat privately with another participant

16:13 How to save the chat transcript / chat roll in zoom

17:09 How to access the Advanced Settings

17:52 How to share your computer screen

18:35 How to share the screen of your iPhone / iPad / Android device

19:36 How to stop your screen share

21:10 When screen sharing, how to move your little video around to not cover what you are seeing.

21:16 How to annotate (draw) on a screen share

21:51 Remote Control: giving another participant ability to control your computer (move / click your mouse and type)

21:30 How to see the Chat box when you’re in screen-sharing mode

22:50 How to enable breakout groups in Zoom

23:25 How to share screen WITH sound so you can play a video for your participants and watch together.

25:48 How to do Breakout Rooms in Zoom.

26:10 You can rename breakout rooms, or move people from one room to another

26:27 Before starting the breakout room, unmute all so they don’t have to remember to do that themselves, and also recommend an order of speaking, e.g. alphabetical by first name

27:58 How to join a breakout room (as an admin)

28:47 You can’t hear what Leslie is saying because I didn’t record this video with allowing the computer sound to be heard, sorry 🙂 She was saying she’ll test the chat once I leave the room, to see if it comes through to the main chat. (It doesn’t.)

29:08 Re-size the zoom video windows by clicking & dragging either bottom corner

29:35 How to Broadcast a Message (an announcement text) to everyone in the breakout rooms

30:40 Tip: After breakout room, be sure to spotlight your own video again, so people know they’re back in the main room.

There’s “Leave meeting” (which means keeping the room open) and “End meeting” which means closing the room…. so that you can open another room and allow people to enter. With the kind of zoom account most of us have, we can only have 1 room open at a time… so whatever room you aren’t using, don’t just close the window (which equals “Leave meeting”) but do click End Meeting.

***

BIG thanks to those who showed up and helped me out!

Kelsey Lowitz, Whole Life Leadership:
www.KelseyLowitz.com (Life Coach + Acupuncturist for Corporate Women)

Michelle Spurling, Certified Facilitator of Byron Katie’s The Work
www.MichelleSpurling.com

Rosalie Schneider, Life Coach for Parents
www.RosalieSchneider.com

Kim Victoria, Artist and Teacher, Painting With Intention
www.KimVictoria.com

Dianne Allen, Author, Speaker, Mentor to Gifted and Highly Sensitive People
www.VisionsApplied.com

Leslie Seidel, Relationship/Dating Coach for Single Women
www.CoachLeslie.com

Thank you everyone!!

~ George Kao, Authentic Business Coach, www.GeorgeKao.com

To sign up for Zoom, go to www.Zoom.us — the official link. I’m not an affiliate, nor paid to do this video. Just a fan!

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