Hosting A Zoom Meeting For The First Time—A Cozy Step-by-Step Guide

Even if you've joined a Zoom meeting before, hosting a Zoom meeting for the first time can be overwhelming. But not to fear! In this cozy step-by-step tutorial, Thomas from Cozy Grammar explains everything you need to know to get started. You'll find an index to all the steps below:

0:07 Welcome!

0:33 Another kettle of fish . . .

1:00 Ask Cozy Grammar.

1:10 We can learn to do anything if we take it step by step.

1:34 TIP ONE: Keep something beautiful and natural in your workspace.

1:42 Step One: Sign up for a Zoom account and download the Zoom app.

If you haven't done this yet, you can find instructions in our video on "Joining a Zoom meeting for the first time":

https://youtu.be/6fIYWnfTc5o

2:23 These steps work the same for both free and paid accounts.

2:47 Step Two: Go the Zoom website to set up your meeting.

3:24 Step Three: Give your meeting a title.

3:34 Step Four: Set the date, time, length, and time zone for the meeting.

3:44 Step Five: Generate the meeting ID automatically.

3:56 Step Six: Require meeting password.

4:07 Step Seven: Set video for host and participant.

4:24 Step Eight: Set essential meeting options.

4:44 Step Nine: Save the meeting.

4:50 TIP TWO: Stand up and stretch!

5:01 TIP THREE: Build some stretch and hydration breaks into your meeting.

5:12 TIP FOUR: Refresh your eyes by looking into the distance.

5:49 TIP FIVE: Think about where you want to place your computer.

6:03 TIP SIX: Make sure you have good lighting in front of you, on your face.

6:26 Step Ten: Share the meeting link with your guests.

7:25 How to set up a meeting in the Zoom app directly.

8:09 Step Eleven: Start the meeting.

8:17 Step Eleven, Part One: Start the meeting from the meeting link.

8:22 Step Eleven, Part Two: Start the meeting in the Zoom app.

8:34 Step Eleven, Part Three: Start the meeting from the Zoom website.

9:05 A Clockwise Tour of the Controls

9:21 Step Twelve: Adjust audio and video settings.

10:04 TIP SEVEN: If people have trouble hearing you, try adjusting your microphone volume manually.

10:37 TIP EIGHT: If you want a clear recording, leave "touch up my appearance" unchecked.

10:57 Step Thirteen: Adjust your security settings as needed.

11:22 TIP NINE: "Remove participant" can be helpful in case someone needs to be taken out of a meeting, but remember that this is a fairly final step and it will be difficult even for you to readmit that participant.

11:43 Step Fourteen: Admit participants into the meeting from the waiting room and manage participant options.

12:47 Step Fifteen: Rename a participant if needed.

13:30 Step Sixteen: Mute all participants if needed.

13:40 Step Seventeen: Adjust chat settings.

14:25 Step Eighteen: Share your screen with the other participants.

14:40 TIP TEN: If you want to share audio or video, be sure to select "Share computer sound" and/or "Optimize Screen Sharing for Video Clip" in the share screen options box.

15:06 Step Nineteen: While sharing your screen, move the smaller video screen wherever you'd like it to be.

15:32 TIP ELEVEN: You can adjust the overall settings for the chat box in your account on the Zoom website.

16:12 Step Twenty: Stop sharing your screen when you're done doing so.

16:20 Step Twenty-One: Record your meeting if you so desire.

16:44 Step Twenty-Two: Toggle in and out of full-screen mode.

17:12 Step Twenty-Three: Toggle between gallery view and speaker view.

17:45 TIP TWELVE: Your recording will reflect whichever view you've chosen, so choose between gallery view and speaker view as needed for your recording, if you're making a recording.

UPDATE: We now have our own step-by-step guide to setting up breakout rooms in Zoom for the first time:

https://youtu.be/hMpo0YIff04

19:04 Step Twenty-Four: Stop the meeting and allow the recording, if you made one, to convert before moving to wherever you want to keep the folder with the files.

https://www.cozygrammar.com/ask-cozy-grammar/

Featured music:

Variations 3, 4, 7, 9, 11, 13, 17, 18, 19, and 22 from J. S. Bach's "Goldberg Variations," performed by Marie Rackham.

https://www.cozygrammar.com/

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