Quick start guide for using Zoom Phone

This quick guide helps Zoom Phone users quickly make a phone call, send SMS, check voicemails and change their voicemail greetings.

This article covers:

• How to make a call
• How to transfer a call
• How to change a call to a meeting
• How to send and receive an SMS
• How to check your voicemail
• How to change your voicemail greeting
• Additional information to get you started

How to make a call

1. In the Zoom desktop client or mobile app, click the Phone  tab.
2. Enter a name, number or extension.
3. Click the blue phone icon .

How to transfer a call

1. While on a call, click Transfer.
2. Enter the name of the person to transfer to.
3. Click the blue transfer button  .
4. Select the transfer method.

How to change a call to a meeting

1. While in a phone call, click Meet .
   The meeting will transfer to an instant Zoom Meeting.

How to send and receive an SMS

1. In the Zoom desktop client or mobile app, click the Phone tab .
2. Click SMS.
3. Click the pencil icon  .
4. On the top, enter the phone number.
5. At the bottom, enter your message then press Enter on your keyboard.

How to check your voicemail

1. In the Zoom desktop client or mobile app, click the Phone tab .
2. Click Voicemail.
3. Locate the voicemail you want to listen to, and press Play  .

How to change your voicemail greeting

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Phone, then click Settings.
3. In Call Handling, click Audio Library.
4. Click Add Audio.
5. Record a new greeting or Upload a file.

Additional information to get you started

• You can find more information to get you started as a user.
• If you are the owner of the account, you can start your initial Zoom Phone system setup and follow these instructions for more in-depth setup.