Zoom Phone - Guide to the Basics

Zoom Phone - Guide to the Basics

Get started by signing in

Do this if you’re not already signed in to your Zoom app.

  1. Launch the Zoom App

  2. Click the SSO button.

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  3. If this is your first time logging into Zoom, you may see a page asking for a Company domain. Enter ‘whitman’ and click Continue

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  4. A web browser window will launch where you will sign in.

  5. To sign in, use the same Username and Password as your email or my.whitman.edu

The “Core Four” Zoom Phone features - so you can do what you always do with phones

The Core Four features are:

Bonus! → How to change your voicemail greeting (Zoom’s how to instructions)

Learn more directly from Zoom

Zoom Phone Official Support Page

https://support.zoom.com/hc/en/category?id=kb_category&kb_category=5b8432168720391089a37408dabb35b0

Getting Started With Zoom Phone

https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0061379

Zoom Learning Portal for Self Training

https://learning.zoom.us/learn/public/catalog/view/14

Frequently Asked Questions

Regarding physical phones and headsets

Do I need a physical desk phone?

By default, no. One of the biggest benefits of the new phone system is that a physical phone is not required or necessary. You can access and use your phone through the Zoom app that is most likely already installed on your computer. Having said this, we nonetheless recognize that in certain situations, a physical phone may still be necessary for you to perform your job. If you believe this to be the case, please email us helpdesk@whitman.edu and we’ll consult with you. Three things for you to be aware of before you contact us:

  • Your department will need to pay for the physical phone and any related accessories

  • Physical phones lack some features that are only available through phone in the Zoom app. Learn more though this feature comparison, and through this page about feature losses in physical phones.

  • Technology Services staff support time is a finite resource. Adding a physical phone to campus and supporting it is not a big deal, we’re happy to do it. Now multiply that phone by 10 phones… by 100 phones… more. One of the reasons we switched from our old phone system to Zoom phones was to enable us to shift some of our support efforts to other technologies here at Whitman. If we return to “too many” physical phones, we’re back where we started. When considering whether or not you truly need a physical phone, we appreciate you taking these things in to account.

Do classrooms have physical phones available in them?

Yes.

Does WCTS provide headsets to connect to our computers?

No. Headsets are not provided by WCTS. The purchase of any headsets is the responsibility of the requesting department. Any headset that you currently use for online meetings (Zoom Meeting, Google Meet, Teams, etc), will work with Zoom Phone.

911 dialing / Emergency phone use

Zoom Phones can dial out to 911. Keep the Zoom app open either on screen or running in the background. Classrooms have physical phones capable of dialing 911.

Is there an assumption that I will use my personal cell phone in an emergency?

No. There is no assumption or requirement for anyone to use their personal phones. It is an option for those that want it.

Receiving calls

Will I only receive phone calls if Zoom is open or will we get a notification of an incoming call regardless?

Yes, the Zoom app needs to be open to get phone calls. Voicemails will be delivered to your zoom app and your email inbox.

Making calls

  • Dial 10 digit numbers when making calls that are off of Whitman’s campus (for example calling a local business, another college, etc.)

  • When calling numbers that are on Whitman’s campus (for example a campus office, a faculty member, etc), you can either:

    • Dial the last 4 digits of their phone number

    • Type the name of the person you are trying to reach, and Zoom will fill in the person’s phone number

    • Note that your Zoom phone will always act as if you’re on campus. This means that the two above methods for calling “on campus” will work no matter where you are.

Answering, transferring, and forwarding calls

Can I answer other people’s phones?

Yes. Individuals who screen and answer calls on the behalf of others will still have this option in Zoom Phones. Check out this video starting at about 0:40 through 1:30.

Can calls be transferred to other people?

Yes. To learn how, please see this video.

Will phone numbers still be able to be forwarded, such as when someone is on vacation?

Yes. This and a slew of other options, including personal work hours and vacation messages are easily created in the Zoom Phone portal