Meeting Organizer Hand Book

How you schedule, run and follow up meetings: the portal, every scheduling option, hosting meetings and webinars, recordings, and your documents, polls and address book.

  • Getting started
    Log in to the meeting portal, protect your login with two-factor authentication, find your way around and set your language, time zones and calendar feed.
  • Your meetings
    Start an instant meeting; join, edit, cancel or close upcoming meetings, find and delete past meetings, and see all your meetings in the calendar.
  • Scheduling a meeting
    Every field of the schedule form: topic, meeting room, time, invitations, data privacy, agenda, documents, polls, permissions, registration form and password.
  • Meeting types and layouts
    Standard, Off-the-Record, audio only, boardroom and webinar compared, with dial-in, recording, muted participants, room layouts, language channels and webcasts.
  • Who can join
    Decide who may enter your meeting: invited participants, a lobby, members only, links that skip the check, a meeting password and registration forms.
  • Recurring meetings and date finder
    Set up a meeting series with its frequency and end, and find a date that suits everyone with a date poll before you schedule the meeting from it.
  • Running a meeting
    Host a meeting: admit people from the lobby, manage participants, use Follow me, extend the meeting, record it, open breakout rooms, moderate the chat and run polls.
  • Hosting a webinar
    Schedule a webinar, hand out the participant, speaker, moderator and director links, answer questions, give the floor and take the webinar online or offline.
  • After the meeting
    The meeting summary with its PDFs, documents, participants and questions, the recording and its transcription, registered users and follow-up meetings.
  • Documents, polls and address book
    Keep documents and polls ready for your meetings, and build an address book with groups and a bulk import from Excel or CSV for faster invitations.
  • Meet-Me requests
    Pick up customers who wait in a Meet-Me waiting list, close requests and subscribe to browser notifications so you hear about new callers right away.