How to start a Zoom meeting

Expand all sectionsCollapse all sections

1. Start the meeting 5 minutes before the scheduled time.
0
2. Look for the scheduled appointment and click Start and Launch Meeting
0
3. Once zoom meeting is launched, click Got It (notification that zoom is being recorded), make sure to connect your audio.
0
4. Double check if the meeting is recording. Click pause while waiting for the client and salesperson/tax specialist to join.
0
5. Admin to ensure name is changed from Virna White to his/her name by clicking:
3
6. Once client/participant joined the Zoom meeting, inform tax specialist / sales person in Skype group chat.
1
- 6.1
  Sample message: Hi Virna, Kerry is here. Please use this link: (insert zoom link)
7. Wait for the tax specialist / sales person to join the zoom. Transfer Host to the tax specialist/sales person.
0