1. Zoom - Workplace - Initial Setup Checklist
Complete these tasks before your first day using Zoom Phone.
✅ 1. Sign in to the Zoom Workplace App installed on your computer
- Sign in using your YMCA Google account.
- Verify you can access the Phone tab.
✅ 2. Start Zoom Automatically When You Sign In
To ensure you don't miss calls:
- Click your Profile Picture.
- Select Settings, or click on the gear icon on the bottom left of the window.
- Under General
- Zoom Workplace App, and enable "Auto-start Zoom Workplace":
Recommended: Leave Zoom Workplace running during your workday.
✅ 3. Connect Your Google Calendar (Recommended)
- Connect your Google Calendar to view upcoming meetings and join Zoom meetings with one click.
- (Optional, but recommended for office staff.)
- Find the Get started box on the Home button and select “Connect your calendar”
- Follow and accept prompts in Google
✅ 4. Configure Your Audio
Open Settings → Audio and:
- Select the correct speaker.
- Select the correct microphone.
- Test your audio devices.
Tip: A headset provides the best call quality.
✅ 5. Record Your Voicemail Greeting
Create a professional greeting callers will hear when you're unavailable.
Suggested greeting:
Hi, you've reached [Your Name] at the [your location or Y]. I'm unable to take your call right now. Please leave your name, phone number, and a brief message, and I'll return your call as soon as possible. Thank you.
✅ 6. Verify Your Phone Information
Open the Phone tab, History, and under the keypad confirm:
- Your direct phone number
- Your extension
- Voicemail option next to History is available
Contact IT if any information is incorrect.
✅ 7. Make a Test Call
Before your go-live date:
- Make a test call.
- Receive a test call.
- Leave yourself a voicemail.
- Verify your audio quality.
Need Help?
North Shore YMCA Help Desk