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How to Create A Zoom Meeting
5 Sections
13 Lessons
10 Weeks
Curriculum
5 Sections
13 Lessons
10 Weeks
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5. Fill in necessary details.
11 Items
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 Items
2. Log in details:
2 Items
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 Items
4. To create a new meeting, click on + Schedule a Meeting button.
0 Items
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