Zoom: How do invitees join a video session? (E-mail/text message invite)

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Published 07/08/2016 at 12:44am UTC

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Details

Session participants can enter the waiting room by clicking on a link in their session invitation e-mail. Here is a step-by-step guide to that process. The instructions below assume your session host is using our Zoom integration.

 

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Answer

 

Session does not require credit card payment

 

1. You, the session invitee, will receive an e-mail invitation that includes

  • Time and date of the session
  • Two RSVP options: Yes or No (will notify your host)
  • Join Session link
  • If e-documents are assigned, the number of assigned e-documents

Sample invite, arrows pointing to each section

 

Or a text message:

Sample SMS

 

 

2. At the time of your session, use Join Session button in the e-mail.

Screencap showing the Join Session button

 

Or the link in the text message:

Arrow pointing at join link in SMS invite

 

 

3. On the browser page that opens, use the "Enter Waiting Room" button.

Arrow pointing at Enter Waiting Room button

 

 

4. Depending on your browser/operating system, you may have to give Zoom permission to launch. 

 

 

5. When Zoom has successfully launched, you may either see the Zoom window come up, or depending on your host's settings, you may see the below message. Wait for your host to connect to you. 

Please wait for the host to start this meeting

 

 

6. Once connected, you'll be prompted to choose how to enable your audio. Click "Join Audio by Computer" to use your computer's microphone and speakers.

  • TIP: Check the box next to "Automatically join audio by computer when joining a meeting" before clicking "Join Audio by Computer" to avoid having to confirm this every time.

Arrow pointing at checkbox "Automatically join audio by computer when joining a meeting"

 

 

Session requires credit card payment

 

1. You, the session invitee, will receive an e-mail invitation that includes

  • Time and date of the session
  • Two RSVP options: Yes or No (will notify your host)
  • Join Session link
  • The amount that will be required to be paid by card before you enter the session
  • If e-documents are assigned, the number of assigned e-documents

Sample invite

 

Or a text message:

Sample SMS

 

 

2. At the time of your session, use Join Session button in the e-mail.

Screencap showing the Join Session button

 

Or the link in the text message:

Arrow pointing at join link in SMS invite

 

 

3. On the browser page that opens, click the "Pay" button.

Arrow pointing at payment due amount, then Pay Now button

 

 

4. You'll be taken to a page to enter your credit card information. The last field will allow you to enter an email address to receive your email receipt. (If you received an email invite, this field will be autopopulated with the email address the invite was sent to, but you can change this if you would like it to go to another address, or delete it if you would not like a receipt.)

Example of credit card screen, with fields: Cardholder Name, Credit Card number, MM/YY, CVC, and E-Mail Receipt To

 

 

5. If the payment is successful, you will be taken to a confirmation page, "Payment Complete". Click on the "Go to Dashboard" button to continue.

 

6. On the next page, click the "Enter Waiting Room" button.

  • If this is your first time joining a session on this device, you'll be prompted to download and install Zoom. (Please select your device/browser from this page for instructions: How do I download and install the videoconferencing app?)
  • If you still have e-documents required, you will need to fill them out before you will be able to enter the session.

Arrow pointing at Enter Waiting Room button

 

 

7. Depending on your browser/operating system, you may have to give Zoom permission to launch. 

 

 

8. When Zoom has successfully launched, you'll see either your own video image, or the message below, depending on your host's settings. In either case, please wait for your host to arrive. 

Please wait for the host to start this meeting

 

 

9. Once connected, you'll be prompted to choose how to enable your audio. Click "Join Audio by Computer" to use your computer's microphone and speakers.

  • TIP: Check the box next to "Automatically join audio by computer when joining a meeting" before clicking "Join Audio by Computer" to avoid having to confirm this every time.

Arrow pointing at checkbox "Automatically join audio by computer when joining a meeting"

 

 

10. Your camera is off by default, but you can turn it on by clicking anywhere on the video app window and then clicking the "Start Video" button in the lower left hand corner.

"Start Video" icon to turn on camera

 

 

 

This article was last reviewed by our Support team on September 10, 2024.