Before you begin |
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Schedule a meeting
Click someone’s profile photo to open their personal profile.
Click Schedule meeting.
Select an available date and time.
If you have another session or meeting scheduled for the same time (an orange-colored block), select it to either Attend Both or Decline the previously scheduled event.
Name the meeting and Personalize it with a message.
Click Send.
The invitee gets a notification by email and directly on the site. They need to click Attend to accept the invite and add the meeting to their schedule. If they decline, you’re notified.
Accept a meeting invitation
When someone schedules a meeting with you:
They select a time from your calendar. They can only select times you set as available. We also prevent double-booking by blocking your calendar when you schedule sessions or meetings.
You get a notification on the site. Select your profile icon, then select Notifications. Select the notification to see meeting details.
You also get a notification by email. In the email, click View meeting to see the details.
Click Attend at the top of the page to accept the request. This adds the meeting to your schedule.
Accepting a meeting invitation
Email notification for a meeting invitation
Join a scheduled meeting
Join from the platform
When it’s time for a meeting, go to My Schedule. Depending on how the site was set up, this might be its own page in the navigation bar or a tab at the top of the Schedule page.
Select the meeting, and you will enter a private breakout room on the platform. There, you can turn on your camera and microphone, share your screen, or send messages in the chat.
Join from your email
You get an email notification when you create a meeting or are invited to one. The subject line of the email is most likely You created a meeting or [Name] has created a meeting.
When it’s time for the meeting, select the View Meeting link at the bottom of the email. You are sent to a private breakout room on the platform. There, you can turn on your camera and microphone, share your screen, or send messages in the chat.
Join from your external calendar
If you added the meeting to your external calendar, like Apple Calendar or Outlook, you can join it from there.
When it’s time for the meeting, open the calendar event and select the link at the bottom. You are sent to a private breakout room on the platform. There, you can turn on your camera and microphone, share your screen, or send messages in the chat.
Don’t see camera and microphone controls?
If you try to join the meeting but only see the meeting title and information, it might not have started yet. The page looks something like this before the meeting starts:
The blue countdown timer at the top of the page lets you know how much time is left before it starts. In the example above, it’s 1 hour and 53 minutes.
If you think the meeting should have started but you still see this page, try refreshing the page.
Once you successfully enter the private breakout room, you will see the other person with their camera on or off, or a blank screen if they haven’t joined yet. Your camera and microphone controls are in the bottom left corner of the screen. It looks something like this:
Invite others to a meeting
Change a scheduled meeting
Only the meeting organizer can change a meeting time.
Go to your Schedule in the navigation bar. Click the meeting to go to the meeting details page.
Click Change or cancel.
Select a new date and time that’s available for both of you.
Click Update meeting.
The other person gets a notification by email and directly on the site.
Changing a meeting as the meeting organizer
An email notification that a meeting time is changed
Cancel a scheduled meeting
Anyone can remove a meeting from their schedule:
Go to your Schedule in the navigation bar.
Deselect the Attending button on the meeting you want to remove.
If the meeting only includes two people, this cancels the meeting for everyone. The other person gets an email notification that it’s canceled.
Or the meeting organizer can cancel it for everyone:
Go to your Schedule in the navigation bar. Click the meeting to go to the meeting details page.
Click Change or cancel.
Click Cancel meeting. Confirm by clicking Cancel meeting again.
The other person gets an email notification.
Canceling a meeting as the meeting organizer
An email notification that a meeting is canceled