Using Zoom For Client Meetings

Here’s a handy guide to using Zoom when face-to-face meetings are not possible.

  1. Get the Zoom app
    If you are on an iPhone, iPad or Android device, head to your app store and download & install “Zoom cloud meetings”
    Apple users can click here, Android here.If you are on a laptop you can skip to the next step.
  2. Click the meeting invite we will send you
    You’ll see a link beginning “https://zoom.us…”, click on this and follow any on screen instructions you are given.
  3. Check you can hear & be heard
    You’ll be may be prompted to allow Zoom to access your audio settings, please allow and then check you can hear and be heard.
  4. Stuck or need more help?
    If you have any technical issues you need help with simply give us a call on 01993 772467.
    You can also find a very handy video guide below.

Written on March 19th, 2020 & listed in .

Marcus

About the Author

Marcus started work in financial services in 2016 and prior to joining the profession, was based in Uganda for a few years, working for a small environmentally-focussed NGO. Outside of work he enjoys spending weekends exploring the Cotswolds with his partner Niamh and their dog. Read more from Marcus...
This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.
This is my first venture into any kind of personal finance. Your candour and patience with me are very much appreciated. A.S. (London)
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