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How to Create A Zoom Meeting

Curriculum

  • 5 Sections
  • 13 Lessons
  • 10 Weeks
Expand all sectionsCollapse all sections
  • 5. Fill in necessary details.
    11
    • 1.1
      Topic – default title – Meeting with Name of Client
    • 1.2
      When – Date and Time of meeting (Note: Time must be in Sydney Time)
    • 1.3
      Duration – usually is 1 hour but depending on the instruction of salesperson or tax specialist (Leave Recurring meeting box untick)
    • 1.4
      Time Zone – default time zone is Sydney Time
    • 1.5
      Registration – leave untick
    • 1.6
      Meeting ID – click Generate Automatically
    • 1.7
      Security – check Waiting Room box
    • 1.8
      Template – leave blank
    • 1.9
      Video – Host – Off, Participant – Off
    • 1.10
      Audio – Both
    • 1.11
      Options
  • 1. Go to: https://zoom.us/signin
    0
    • 2. Log in details:
      2
      • 3.1
        a. For Free 30-Minute Consultation Call, log in using the wealthsafecalendar@gmail.com account.
      • 3.2
        b. For our paid clients (Initial Advice, Follow Up, Post Service Care, Follow Up Support and others), log in using email address: virnawhite@gmail.com.
    • 3. Once logged in, click Meetings on the side panel to set up a new zoom meeting.
      0
      • 4. To create a new meeting, click on + Schedule a Meeting button.
        0
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        Options
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        b. For our paid clients (Initial Advice, Follow Up, Post Service Care, Follow Up Support and others), log in using email address: virnawhite@gmail.com.
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