Zoho Meeting

Host, Collaborate, and Present Seamlessly with Zoho Meeting

Course Brief

The Zoho Meeting Onboarding & Self-Deployment Course is a practical, step-by-step training program designed to help professionals and teams make the most of Zoho’s secure video conferencing and webinar platform. Whether you’re hosting internal meetings, delivering client presentations, or running public webinars, this course walks you through the essential setup and advanced features of Zoho Meeting.

You’ll begin by learning how to schedule and host meetings or webinars, configure registration settings, and set up recurring sessions. The course covers screen sharing, video and audio settings, meeting controls, attendee engagement tools such as Q&A and polls, and how to record and share sessions.

You’ll also explore Zoho Meeting’s robust privacy and security options including password protection, waiting rooms, and moderator controls. Advanced lessons focus on branding webinar registration pages, managing follow-ups, analyzing session performance, and integrating Zoho Meeting with apps like Zoho CRM, Zoho Calendar, and Zoho Bookings.

Whether you’re a trainer, consultant, marketer, or team lead, this course will help you confidently deploy Zoho Meeting and deliver seamless virtual experiences that strengthen communication and boost productivity.

Curriculum

Chapter 1: Introduction to Zoho Meeting

Lesson 1.1: What is Zoho Meeting and Who Should Use It

Lesson 1.2: Benefits of Using Zoho Meeting for Online Collaboration

Lesson 1.3: Understanding the Zoho Meeting Interface and Navigation

Lesson 1.4: Zoho Meeting Editions and Pricing

Chapter 2: Getting Started with Zoho Meeting

Lesson 2.1: Creating Your Zoho Meeting Account

Lesson 2.2: Setting Up Your Profile and Preferences

Lesson 2.3: Configuring Time Zones, Languages, and Regional Settings

Chapter 3: Scheduling and Managing Meetings

Lesson 3.1: Scheduling a New Meeting

Lesson 3.2: Recurring Meetings and Advanced Scheduling Options

Lesson 3.3: Managing Invitations and Participant Settings

Lesson 3.4: Starting and Ending Meetings

Chapter 4: Hosting and Moderating Meetings

Lesson 4.1: Screen Sharing and Presentation Tools

Lesson 4.2: Using Whiteboards and Annotations

Lesson 4.3: Managing Participants (Mute, Remove, Assign Roles)

Lesson 4.4: Recording Meetings and Managing Recordings

Chapter 5: Webinars in Zoho Meeting

Lesson 5.1: Scheduling and Promoting Webinars

Lesson 5.2: Managing Registration and Attendees

Lesson 5.3: Engagement Tools (Polls, Q&A, Hand Raising)

Lesson 5.4: Webinar Analytics and Reports

Chapter 6: Collaboration Features

Lesson 6.1: Using Chat and File Sharing

Lesson 6.2: Breakout Rooms for Group Discussions

Lesson 6.3: Integrating with Zoho Projects, Zoho CRM, and Zoho Calendar

Chapter 7: Security and Compliance

Lesson 7.1: Meeting Security Features (Passwords, Waiting Rooms, Lock Meetings)

Lesson 7.2: Role-Based Permissions and Access Control

Lesson 7.3: Data Privacy and GDPR Compliance

Chapter 8: Reporting and Analytics

Lesson 8.1: Meeting Attendance Reports

Lesson 8.2: Webinar Performance Reports

Lesson 8.3: Exporting and Sharing Reports

Chapter 9: Integrations and Extensions

Lesson 9.1: Integrating with Outlook and Google Calendar

Lesson 9.2: Using Zoho Meeting Browser Extensions

Lesson 9.3: API and Webhooks for Advanced Integrations

Chapter 10: Final Setup Checklist and Ongoing Support

Lesson 10.1: Pre-Launch Checklist for Meetings and Webinars

Lesson 10.2: Getting Support from Zoho and Pinnacle

Lesson 10.3: Best Practices for Continuous Improvement

Request Access

Legal Notice

The content of this onboarding course is provided for educational and instructional purposes only. All information is based on the current functionality of Zoho products at the time of development. Zoho frequently updates its solutions, and while we strive to keep course content accurate and up to date, Pinnacle Business & Marketing Consulting, LLC is not responsible for any discrepancies, changes, or feature updates made by Zoho Corporation Pvt. Ltd. after course publication.

“Zoho” and all related product names and logos are trademarks of Zoho Corporation Pvt. Ltd., used here under fair use for training purposes. This course has been independently developed by Pinnacle Business & Marketing Consulting, LLC, an authorized Zoho Partner since 2020, and is not directly affiliated with or endorsed by Zoho Corporation Pvt. Ltd.

By using this course, you acknowledge that all materials are protected by copyright and may not be copied, distributed, or reused without written permission from Pinnacle.

Quick Access Menus

Click on any of the below supported Zoho Solutions and their Free Onboarding Self-Learning Courses to learn more about how you can get up and running in Record Time.

Tip: Check back frequently as we constantly add new Zoho Solutions and Onboarding Courses