Meetings

Book a meeting

1. Open Meetings and click New meeting, or click Book a meeting in a Unibox conversation, a CRM contact or a deal.
2. Enter a title, the date, the time and your time zone. Pick the guest time zone to see the time they will see.
3. Add guests from your CRM contacts and Unibox, or type any email address.
4. Under Who can join, pick Workspace (anyone in the workspace), Private (only you and the people you invite) or Team (you, your guests and the members you tick).
5. Click Book meeting. You and every guest get an invitation with a Join button and a calendar invite.

Who can join

• Workspace: every member can see and join. The host, whoever booked it and workspace owners and admins can change it.
• Private: only the host, whoever booked it and the guests invited. Owners and admins see it in the list and can cancel it, but cannot join unless they are invited.
• Team: the host, whoever booked it, the guests and the members you picked. Others in the workspace do not see it.
• A member is invited when their account email is on the guest list.

Plan limits

• Your plan includes a number of meetings and video minutes each month. Both show at the top of Meetings and on Usage.
• A meeting counts when it is booked. Cancelling it does not give it back.
• Video minutes count while the meeting room is open, however many people are in it.
• At 90% of your minutes the host sees a warning in the meeting. At 100% no new meeting can start until next month or an upgrade; a meeting already running is never cut off.

Invitations and answers

• Gmail and Outlook show the invitation as a calendar event with Yes, No and Maybe.
• Guests can also answer with the Yes, No and Maybe buttons in the email. Answers show on the meeting.
• Everyone gets a reminder 24 hours and 15 minutes before the start.
• When you change the time or cancel, everyone gets the update and their calendar follows.

Join and run the meeting

• Click Join on the meeting. Guests join from the link in their email, with no account.
• Check your camera and microphone before you join, and pick the devices you want.
• In the meeting: mute, camera, share your screen, chat, raise your hand, and switch between grid and speaker view.
• People who use the shareable link wait in the lobby until you let them in.
• As the host you can mute everyone, remove someone and end the meeting for everyone.

Record a meeting

1. In the meeting, the host clicks Record. Everyone in the meeting sees a red Recording sign while it runs.
2. Before joining, everyone is told that the meeting may be recorded.
3. Click Record again to stop. Ending the meeting stops it too, and if you leave while others stay, it keeps recording until the meeting ends.
4. Recordings save automatically when the meeting ends, even if it is cut off. A cut-off recording shows Saved (partial) and plays up to that moment.
5. The recording appears on the meeting page under Recordings a minute or two later. Play it there, download it, or delete it if you are a host.

CRM

• A meeting booked from the Unibox sets the lead status to Meeting and moves the deal to Meeting booked.
• A meeting booked from a contact or deal is logged on its timeline and starts "A meeting is booked" automations.