IT Knowledge BaseSpecial TopicsZoom Zoom PhoneInstalling & Using the Zoom Phone Mobile App

Installing & Using the Zoom Phone Mobile App

This article covers how CSUF faculty and staff can install the Zoom mobile app for iOS or Android and use the Zoom Phone features.

You can call 911 but your location won’t be available to the emergency center and you have to announce your location. We will have training for users to use E911 location service in spring 2023.

These instructions mostly use screenshots from an Apple iPhone, but the steps are similar for Android devices.

Setting Up Zoom Phone

Installing and Signing into the Zoom mobile app

Zoom Phone uses the Zoom desktop and mobile apps. When you have access to Zoom Phone, the Phone option will appear in both apps.

Adjust ring volume and ringtones

You can change your ring volume and specify the ringtones for your meetings and phone calls.

1. Tap More.

iPhone Zoom app main screen

2. Tap General.

More screen

3. Tap Ringtones.

General screen

4. Use the slider to adjust the ringtone volume and call waiting volume. Tap Meetings to change the ringtone type for meeting reminders. Tap Phone to change the ringtone type for calls.

ringtones screen
  1. Use the Ringtone Volume slider to adjust the ring volume.
  2. Use the Call Waiting Volume slider to adjust the volume of incoming calls you receive when you are already on a call.
  3. Tap Meetings to change the ringtone for meeting reminders.
  4. Tap Phone to change the ringtone for your phone calls, including setting different ringtones for each campus extension that you have access to.
Adjust call volume

The Zoom Phone app will use your device's volume controls during a call. Simply use the volume up/down buttons on your device to adjust the call volume during a call.

Change which audio source (phone, speakerphone, earphones) you're using

By default, Zoom will use your device's built-in microphone and speaker, but you can easily switch to using your device's speakerphone or a connected accessory like Bluetooth-enabled earphones during a call.

1. If you are using an accessory such as a Bluetooth-enabled headset or earphones, connect the accessory to your device before making or receiving calls (if possible).

Bluetooth connections screen

2. During a call, tap on the audio option for your device to view available audio sources.

default iPhone audio source

3. Tap the audio source you want to use.

If you have just connected a Bluetooth accessory, you may have to tap on it to select it or you may find that the audio source changes to the accessory automatically.

audio source options

4. Your audio source will be updated. You can tap the audio button if you need to change the source again.

Bluetooth accessory audio source
Enabling Location Services for Emergency Calls

You will be prompted to enable location services for Zoom when you first sign in to the app. You can follow the prompts below to enable or modify your location services settings or check if you enabled location services.

Apple devices
1. Tap More.
iPhone Zoom app main screen
2. Tap Phone.
More screen
3. Tap Location Permission.
Phone menu
4. Tap Allow While Using App.
allow zoom to use location pop-up
5. Tap Open settings to allow additional location permissions.
allow zoom additional location permissions
6. Tap Location.
Zoom permissions
7. Ensure that Precise Location is enabled. You're all set! Zoom will now be able to get a more accurate location for your device if you call 911.
Location options
Android devices
1. Tap More.
Android Zoom app main screen
2. Tap Phone.
More screen
3. Tap Location Permission.
Phone menu
4. Tap OK.
Zoom access location message
5. Tap Precise and then tap While using the app.
allow zoom to use location pop-up
  1. Tap Precise.
  2. Then tap While using the app.
6. Location Permission now shows as On. You can tap on Location Permission to view or edit your permissions for the Zoom app.
location permissions on

Quick Start

Making a call

1. Tap Phone.

Zoom mobile home screen

2. You can tap on a name/number in the call history to start a call. Or tap on the dialpad button.

All history screen
  1. Tap on a name/number in your call history to start a call.
  2. Or tap on the dialpad button.

3. Tap the number buttons to enter the campus extension or external phone number you want to call. Then tap the blue phone icon to place the call.

It is not necessary to dial "9" before dialing an off-campus phone number. However, you normally will need to dial 1+area code+phone number (e.g., 17145551212) to successfully call off-campus numbers, even if they are in the 657 area code.

type phone number to call

4. Your call will start ringing and then connect when answered.

call has been answered
Answering a call

You will still get Zoom Phone calls even if your Zoom mobile app is not open on your mobile device, however the notification may look slightly different.

If your Zoom mobile app is open
1. When your Zoom mobile app is open, you will usually see a full screen call announcement. Tap Accept to answer the call or tap Decline to send the caller to your voicemail. You can also tap Ignore which would allow someone else to answer the call if this is a shared extension.
full screen call notification
  1. Tap Accept to answer the call.
  2. Tap Decline to send the call to your voicemail (or your Call Busy/No Answer setting).
  3. Tap Ignore to stop the ringing on your phone but continue the ringing for the caller. This option is helpful for shared extensions because it will allow someone else to answer the call.
2. After tapping Accept, you are now connected to the call. Tap the red phone icon to hang up when you're done.
in call
If your Zoom mobile app is not open
1. If you do not have the Zoom app open, you may see a smaller call notification window. Tap the blue checkmark to answer the call or tap the red x to send the call to voicemail. You can also swipe the notification away to ignore the call.
smaller call notification window
  1. Tap the blue checkmark to answer the call.
  2. Tap the red x to send the call to your voicemail.
  3. To ignore the call, swipe up on the call notification (Apple iPhone).
2. When you answer the call, you can use your mobile device's built in phone options or tap the Zoom button to open the Zoom mobile app and utilize all of the Zoom Phone functionality (e.g., transfer, conference call, etc.).
answered call with Zoom app closed
3. After tapping Zoom, your call will open in the Zoom mobile app and you will have all of the available Zoom Phone call options.
answered call transitioned to Zoom app
Putting a call on hold

1. While on a call, tap Hold.

in call

2. Tap Unhold to take the call off hold.

While the call is on hold, the caller will hear hold music; they will not be able to hear you.

call on hold
Transferring a call

Choose how you want to transfer:

Transfer to a specific number
1. While on a call, tap Transfer.
in call
2. Type in the extension you want to transfer the call to and then tap the blue transfer button. Or tap Cancel to cancel the transfer.
transfer to number or contact
  1. Enter the campus extension that you want to transfer the call to.
  2. Then tap the blue transfer button.
  3. Or tap Cancel to cancel the transfer and return to the caller.
3. Choose the type of transfer. Or tap Cancel to return to the previous screen.
choose transfer type
  1. Warm Transfer = announce the call by speaking to the person you are transferring to before transferring.
  2. Blind Transfer = transfer the call immediately
  3. Transfer to Voicemail = transfer the call to the person's voicemail without ringing their extension
  4. Cancel = go back to the previous screen
3.1. Warm Transfer: If you choose this option, stay on the line until the person you are transferring to answers. Then tap Complete Transfer or Cancel Transfer.

When you complete a Warm Transfer, the person you are transferring to should stay on the call to be connected with the caller you are transferring.

complete or cancel warm transfer
  1. Tap Complete Transfer to complete the transfer to the caller.
  2. Tap Cancel Transfer to cancel the transfer.
3.1.1. Did you get no answer? Tap the red phone icon to hang up and return to the caller.
no answer
3.2. Blind Transfer: The caller is transferred to the extension you entered. You will see a Transfer Success message and you're done!
transfer success
3.3. Transfer to Voicemail: The caller is transferred directly to the voicemail box of the extension you entered. You will see a Transfer Success message and you're done!
transfer success
Transfer to someone in my Contacts
1. While on a call, tap Transfer.
in call
2. Tap on the person icon to select the contact to transfer to. Or tap Cancel to cancel the transfer.
transfer to contact
3. Tap on the contact name you want to transfer to.
contact list
4. Tap on the number you want to transfer to.

When transferring to a campus extension, you will usually pick their Work number.

number to transfer to
5. Choose the type of transfer. Or tap Cancel to return to the previous screen.
choose transfer type
  1. Warm Transfer = announce the call by speaking to the person you are transferring to before transferring.
  2. Blind Transfer = transfer the call immediately
  3. Transfer to Voicemail = transfer the call to the person's voicemail without ringing their extension
  4. Cancel = go back to the previous screen
5.1. Warm Transfer: If you choose this option, stay on the line until the person you are transferring to answers. Then tap Complete Transfer or Cancel Transfer. Then you're done!

When you complete a Warm Transfer, the person you are transferring to should stay on the call to be connected with the caller you are transferring.

complete or cancel warm transfer
  1. Tap Complete Transfer to complete the transfer to the caller.
  2. Tap Cancel Transfer to cancel the transfer.
5.1.1. Did you get no answer? Tap the red phone icon to hang up and return to the caller.
no answer on warm transfer
5.2. Blind Transfer: The caller is transferred to the extension you entered. You will see a Transfer Success message and you're done!
transfer success
5.3. Transfer to Voicemail: The caller is transferred directly to the voicemail box of the extension you entered. You will see a Transfer Success message and you're done!
transfer success
Muting a call

1. While on a call, tap Mute.

in call

2. Tap Mute again to unmute the call.

While the call is on mute, the caller will hear nothing.

call is muted

Additional Features

Convert a Zoom call to a Zoom meeting (elevate to meeting)

You can convert a Zoom Phone call into a Zoom meeting to enable meeting features like screen sharing and chat.

If the caller is not using Zoom Phone for the call, they will only be able to join the audio portion of the Zoom meeting. Both you and the caller must be using Zoom Phone in order to access all of the Zoom meeting features.

1. While on a call, press the Meet button.

in call

2. You are now in a Zoom meeting with the caller and can use the meeting controls as usual. Tap End when you are ready to end the meeting.

call converted into a Zoom meeting
Forwarding your calls to voicemail

 When you enable call forwarding to your voicemail, all calls will be sent directly to your voicemail greeting.

1. Tap More.

iPhone Zoom app main screen

2. Tap Phone.

More screen

3. Tap Forward Calls.

Phone menu

4. Tap Forward to voicemail/videomail.

forward calls menu

5. Tap Time Limit.

forward calls menu with voicemail selected

6. Choose how long you want your calls to be forwarded to voicemail.

Time limit menu

7. Tap the left arrow to go back to the Forward Calls menu.

Time limit menu with until I say stop selected

8. Tap Enable to turn on call forwarding to your voicemail.

Forward Calls menu enabling

9. You will see a pop-up notification that your calls are now forwarded. You will also see a reminder message at the top of several menus in the Zoom mobile app while call forwarding is enabled.

call forwarding enabled message
  1. You will see a pop-up notification that call forwarding is now enabled.
  2. At the top of several menus in the Zoom mobile app, you will see a reminder that call forwarding is enabled. This message will persist as long as call forwarding is enabled.

10. To turn off call forwarding, you can tap Turn Off in the reminder message. Or tap Forward Calls under More > Phone.

If you have set a specific time limit for call forwarding (e.g., 30 minutes, 1 hour, 2 hours), you do not need to disable call forwarding unless you want to turn it off before that time limit.

Phone menu with call forwarding enabled
  1. Tap Turn Off in the reminder message that appears at the top of several Zoom menus while call forwarding is enabled.
  2. Or tap Forward Calls.
10.1. If you tap Forward Calls, tap Off to turn off call forwarding.
forward calls menu with call forwarding enabled

11. You will see a pop-up notification that call forwarding has been disabled.

call forwarding disabled notification
Forwarding your calls to another campus extension

When you enable call forwarding, all calls to your extension will be forwarded to the extension you enter. If the call is not answered,  the caller will be sent to your voicemail.

Please note that you can only forward your calls to a campus extension/person that you have added as a Contact.

1. Tap More.

iPhone Zoom app main screen

2. Tap Phone.

More screen

3. Tap Forward Calls.

Phone menu

4. Tap Forward to a name or extension.

forward calls menu

5. Then tap Forwarding Contact.

forward calls menu

6. Tap on the Contact that you want to forward your calls to.

Zoom contacts list

7. Tap on the phone number you want to forward to.

Typically to forward to a campus extension, you will choose Extension.

available phone numbers for contact

8. Choose your voicemail greeting option. Then tap Time Limit.

voicemail greeting option
  1. By default, the Play my voicemail greeting option is enabled. This means that if the call is not answered, it will be sent back to your voicemail and not the voicemail of the extension you are forwarding your calls to. In the above example, this means that if Camille doesn't answer a call forwarded from my phone, the call will be sent to my voicemail and not Camille's. Typically you will not want to change this, but you can disable this setting if you don't want the calls to go to your voicemail when unanswered.
  2. Tap Time Limit.

9. Choose how long you want your calls to be forwarded to voicemail.

Time limit menu

10. Then tap the left arrow to go back to the Forward Calls menu.

Time limit menu with until I say stop selected

11. Tap Enable to turn on call forwarding to the selected contact.

Forward Calls menu enabling

12. You will see a pop-up notification that your calls are now forwarded. You will also see a reminder message at the top of several menus in the Zoom mobile app while call forwarding is enabled.

call forwarding enabled message
  1. You will see a pop-up notification that call forwarding is now enabled.
  2. At the top of several menus in the Zoom mobile app, you will see a reminder that call forwarding is enabled. This message will persist as long as call forwarding is enabled.

13. To turn off call forwarding, you can tap Turn Off in the reminder message. Or tap Forward Calls under More > Phone.

If you have set a specific time limit for call forwarding (e.g., 30 minutes, 1 hour, 2 hours), you do not need to disable call forwarding unless you want to turn it off before that time limit.

Phone menu with call forwarding enabled
  1. Tap Turn Off in the reminder message that appears at the top of several Zoom menus while call forwarding is enabled.
  2. Or tap Forward Calls.
13.1. If you tap Forward Calls, tap Off to turn off call forwarding.
forward calls menu with call forwarding enabled

14. You will see a pop-up notification that call forwarding has been disabled.

call forwarding disabled notification
Do Not Disturb

The Do Not Disturb setting will be applied to both your Zoom Phone and Zoom web conferencing.

1. Tap More.

iPhone Zoom app main screen

2. Tap your name and profile image at the top of the screen.

More screen

3. Tap on your current status (usually will be set to Available).

My Profile menu

4. Tap Do Not Disturb.

Status menu

5. Tap on the amount of time you want the Do Not Disturb to be enabled. Then tap Confirm.

display time screen
  1. Tap on the amount of time that you want to have Do Not Disturb enabled.
  2. Then tap Confirm.

6. You will see the time that the Do Not Disturb is set to run. To turn it off before the time elapses, tap on Do Not Disturb again.

Do Not Disturb turned on

7. Tap Turn Off. Then tap Confirm.

Turn off do not disturb

8. Your status is now set to Available and Do Not Disturb is turned off.

Status is now available
Viewing Call History

1. Tap Phone.

Zoom mobile home screen

2. You are now viewing your call history. Tap the three dots next to an entry for additional options.

History screen

3. Choose the option you want or tap Cancel to go back to History.

additional options for history

Options in this menu:

  • Call Back
  • Send Text Message
  • Copy Number
  • Create New Contact
  • Add to Existing Contact
  • Invite as Zoom Contact
  • Block Number
  • Delete Item
Setting up call conferencing (3-way call)

Conference calling allows you to combine multiple calls into a single call. You can have up to 10 callers in a single conference call.

1. While on a call, tap the Add Call button.

in call options

2. Enter the phone number you want to add to the conference call. Or tap the person icon to add someone from your Contacts. Then tap the blue phone icon.

add call information
  1. Enter the phone number you want to add to the conference call.
  2. Or you can tap on the person icon to add someone from your Contacts.
  3. Then tap the blue phone icon.

3. When the call is answered, tap the merge calls button.

merge calls
3.1. Did you get no answer? Tap the red phone icon to hang up and return to the original call.
no answer

4. Tap on the original call to merge the calls into a conference call.

confirm merge calls

5. Your conference call is now connected. You can tap Add Call again to add additional people to the call. Tap the red phone button when you are ready to hang up.

conference call connected
  1. Tap Add Call to add additional people to the conference call.
  2. Tap the red phone button to hang up.

6. You will see a notification that leaving the conference call will not end the call for anyone still in the conference call. Tap Leave to hang up.

leave call warning
Add a Contact to Zoom

There are numerous ways to add a contact to Zoom. The steps below cover how to invite someone to be your contact by entering their email address.

1. Tap Contacts.

iPhone Zoom app main screen

2. Tap the plus sign button at the top right.

Contacts screen

3. Tap Invite a Zoom Contact.

add contact options

4. Enter the email address of the person you want to add as a Contact. Then tap Add.

invite to zoom

5. You will see a confirmation your invitation was accepted. Tap OK.

invite sent

6. You will see a notification on the Team Chat section when someone accepts your invitation.Tap on Contact Requests to see more details.

Team Chat screen with new contact request

7. You will see the name and email address of the person who accepted the invitation.

contact requets screen

Voicemail

Accessing your voicemail

1. When you have a voicemail (or missed call), a badge count will appear next to the Phone menu. Tap Phone.

Zoom mobile home screen

2. Tap Voicemail.

All History screen

3. Tap on a voicemail to listen to it.

Voicemail screen
Listening to Voicemails

1. Tap on a voicemail to listen to it, forward it, or delete it.

Voicemail screen

2. When viewing a voicemail, you will see a transcription of the message. Tap the play button to listen to the message. Tap Speaker to use your device's speakerphone feature to listen to the message. Tap the trash icon to delete the message. You can also call back the number that left the message or forward the message.

voicemail message options
  1. A transcription of the voicemail message will be generated within a few seconds.
  2. Tap the play button to play the message.
  3. Tap Speaker to use your phone's speakerphone to listen to the message.
  4. Tap the trash icon to delete the message.
  5. Tap the phone icon to call the number that left the message.
  6. Tap the forward arrow icon to use your phone's interface to forward the voicemail message to someone else (e.g., forward via text message or email).
Additional voicemail options

1. To view more voicemail options, tap on the three dots next to a voicemail message.

Voicemail screen

2. Choose the option you want or tap Cancel to go back to the list of voicemail messages.

additional options

Options in this menu:

  • Call Back
  • Send Text Message
  • Copy Number
  • Mark as Unread
  • Mark as Follow Up
  • Create New Contact
  • Add to Existing Contact
  • Invite as Zoom Contact
  • Block Number
  • Delete Item (deletes voicemail!)

Need More Help?

Contact the IT Help Desk at [email protected] or 657-278-7777 for additional assistance.

View Troubleshooting & Resources guide for Zoom Phone.