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Knowledge Center

Zoom User Guide

A practical reference for planning and managing professional webinars, from scheduling and registration to engagement and live streaming.

Explore the steps Open PDF guide
Better-organized webinarsClear steps before, during, and after the event
08TOPICS
In this guide
Scheduling Registration Email Branding Polls Q&A Integrations Live streaming
A Practical Quick Reference

Manage Your Webinar from Setup to Broadcast

Read the essential steps here, then use the PDF or Zoom Support for advanced details.

PDF
Attached original guide

Zoom Webinar Training Reference

PDF10 pagesJanuary 2020
Open guide Download PDF

This file focuses on webinars rather than every Zoom feature. Availability may vary by account type and administrator settings.

  1. 01

    Schedule the Webinar

    Date, Time, and Time Zone

    Set the date, duration, and host time zone. Duration supports calendar planning and does not automatically end the live session.

    Recurring Webinars

    Use recurrence for training series and decide whether registration covers all sessions, each occurrence separately, or selected dates.

    Official scheduling guide
  2. 02

    Invitations and Registration

    Webinar Roles

    The host manages the webinar, panelists present content, and attendees generally join in view-only mode with chat and Q&A access when enabled.

    Registration Form

    Collect only the information needed for communication and analysis, then share the registration URL rather than host or panelist links.

    Zoom Webinar roles
  3. 03

    Email Settings

    Before and After the Webinar

    Review confirmation and reminder emails, then prepare appropriate follow-up messages for attendees and absentees with recordings, resources, or next steps.

    Official email settings
  4. 04
    8 8-3.5 8-8V7l-8-4Z">

    Webinar Branding

    Registration Page and Emails

    Coordinate theme colors, banner, logo, and speaker details, and configure a suitable post-attendee URL when the feature is available.

    Customize Zoom branding
  5. 05

    Polls and Quizzes

    Increase Engagement

    Prepare single- or multiple-choice questions before the event, launch them at purposeful moments, and review the response report afterward.

    Manage webinar polls
  6. 06

    Question and Answer

    Manage Audience Participation

    Choose whether anonymous questions are allowed, what attendees can view, and whether comments or up-voting support the event format.

    Official Q&A guide
  7. 07

    Integrations and Workflow

    Connect Your Tools

    Use approved apps to connect registration, marketing, payment, or data workflows, and review permissions and privacy terms before activation.

    Zoom App Marketplace
  8. 08

    Live Streaming

    Reach a Wider Audience

    When enabled for the account, stream to supported platforms or a custom service. Test connectivity, audio, video, and permissions before going live, and assign a moderator.

    Configure webinar live streaming
Before You Go Live

Test the Complete Experience as Host and Attendee

Run a rehearsal for links, audio, video, content, and engagement, and keep Zoom updated for the latest features available to your account.

zoom user guide

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