How to start a Zoom meeting

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1. Start the meeting 5 minutes before the scheduled time.
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2. Look for the scheduled appointment and click Start and Launch Meeting
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3. Once zoom meeting is launched, click Got It (notification that zoom is being recorded), make sure to connect your audio.
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4. Double check if the meeting is recording. Click pause while waiting for the client and salesperson/tax specialist to join.
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5. Admin to ensure name is changed from Virna White to his/her name by clicking:
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6. Once client/participant joined the Zoom meeting, inform tax specialist / sales person in Skype group chat.
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- 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.
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How to start a Zoom meeting 7 Sections4 Lessons10 Weeks