How to Use Zoom with an iPad or iPhone for Client Meetings | My Hobby Courses

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How to Use Zoom with an iPad or iPhone for Client Meetings

July 06 , 2020
15:40 pm
1463 Page Visits

I want to show you how to use the Zoom meeting to host a meeting where you're using your camera from your computer or your phone and you're also screen sharing with your iPad at the same time.

So, the first thing you need to do is you actually need to go to the Zoom website and download and install Zoom. You go to, go there, you can just sign up and it's free. it says there's a button in the header of the website so just click on that and get started ideally sign up with like Google or Facebook so you don't need to you know remember the password.

it's totally free to get started and they'll walk you through the process of installing Zoom and then signing in. So, make sure you do that before jumping into the next step. Now that you've got Zoom installed on your computer, what you want to do is just open up the program, sign in, and then start the meeting.

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I'm going to click on start with video and then I'll join with computer audio unmute myself and just turn on my video as well. Alright, I can see at the top of the screen there it's got the Zoom meeting ID. This is the meeting ID at the top in this section.

So, you've got the meeting running on your computer so now you want to be able to connect your iPad. You have to actually install the Zoom application first, so make sure you go to the App Store and install that and then sign in with your account.

Find Zoom in your apps and then we want to join a meeting and then you want to enter the meeting ID that shows on your computer.

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I'm going to enter that in and then in the join options and I always connect and select do not connect to audio and turn off my video because I don't want it to show both of those at the same time because it'll get weird. Then I'll click on join.

Right now, the iPad is joined to the meeting as if it's another attendee. What we want to do is actually swipe down from the top right and then there's a little record button.

Because Zoom is installed, I can press down on that and hold it for a bit, and then Zoom comes up as an option where I can actually start broadcasting. I'm going to click on start broadcast, it just counts down from 3 and now it's actually sharing my screen straight into Zoom.

I'm going to move over to notability which is my coloring app of choice. If I'm going to be critiquing website designs or any kind of design or sharing something and explaining something in like a model or a drawing with my clients and I use notability because it's awesome.

You come in here and what you share here you could be drawing like a mock-up of a landing page. Let's say a big headline.

You could draw that for your clients and they can actually be watching that happening live or they can also see your face at the same time. You can record these via Zoom which is awesome and you can send this directly to your clients afterward. Make for a great meeting with notes that you can review and your clients can review the work that you've been talking about.

Video Conferencing, Web Conferencing, Webinars, Screen Sharing - Zoom

It's basically the same thing. So, to connect with your phone is basically the same thing. I really like doing it this way without having my computer with me because when I'm traveling I don't always have my laptop with me and especially when I'm out and about it's just not quite as portable and it's a lot more expensive so I don't like to always have it in my backpack. But, having my phone and having my iPad,

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I can basically run meetings the way that I need to for this kind of purpose and without needing to use my Macbook. I really like this process. As you can see here I have a very basic tripod and I like to put the tripod up as high as eye level as I possibly can which usually means I'm in a hotel or I'm somewhere where I'm just looking for chairs and boxes and all sorts of stuff to put underneath my portable tripod, just so it goes up a little bit higher otherwise they're looking up your nose and that's a little bit weird.

So again, you want to install Zoom on your phone and this one needs to unlock with my face. I just want to open up the Zoom app and then I'm going to start a new meeting. I'm going to turn the video on and use my personal meeting ID. Then again from my iPad, what I want to do is open up Zoom, join the meeting, put in the meeting ID, and again I don't want to connect to audio and I want to turn off my video.

And then it's just basically following the same process. So, now that I'm connected, I want to swipe down from the top right hold on to the record button, click start broadcast and now I'm ready to go. That is screen sharing to Zoom and now we can share with them the design that we're putting together. So, that's the whole process really.

What you need to do now is you need to go to, sign up for a free account, download all the apps and ideally you want to test this before you have one of your client meetings because there are a couple of steps and some things tend to go wrong and you want to make sure the cameras in the right space.

So, test this first just with your desktop and your iPad and just make sure it's all working before you're doing this on an actual client meeting.

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