In this guide...
In this guide you will learn tips and techniques on how to set up meetings and webinars, send out invites, and follow up to help ensure your success.
From basic instructions to tips usually learned from years of experience, you’ll get a leg up on every situation, so you’re never caught by surprise.
Keep this guide handy and add to it, as you learn how to “do more with less” – with ClickMeeting.
Contents
Start a new meeting now
View the schedule page
Meet now
Invite attendees
Schedule a new meeting
View the schedule page
Meet later
Attendee registration
Enable registration
Registration details
Redirect URL
Schedule meeting
Meeting details
View the schedule page
View meeting details
Edit meeting details
Invite participants
View meeting details
Invite presenters
Invite participants by email
Invite participants from address book
Invite participants by meeting ID
How participants will join
Email invitations
Register for the meeting
Join the meeting
Start a New Meeting Now
With ClickMeeting, it’s easy to start a new meeting for up to 25 attendees at a moment’s notice. The user-friendly interface walks you through each step, so you can send out your invites and meeting info in minutes.
View the schedule page
Log into your account and click the Schedule tab at the top of the page. From here you can view your upcoming meetings and webinars. To the right, click to either Host a Meeting or Host a Webinar.
Meet Now
Invite attendees
In the attendee list pod, click the invite button. From the Email tab, enter the email addresses of attendees and click Send invitations.
You can also invite your participants from Facebook, Twitter and LinkedIn contact lists.
Schedule a New Meeting
ClickMeeting events are incredibly easy to set up – whether presenting to 1000 or a single, high-value client. The intuitive admin panel gives you complete control from scheduling to format, greetings and messages.
View the schedule page
Log into your account and click the Schedule tab at the top of the page. From here you can view your upcoming meetings and webinars. To the right, click to either Host a Meeting or Host a Webinar.
Meet later
Room name
First, choose a name for your room. The name will be displayed in the meeting room and with invitations. The name also becomes part of the room URL address.
Phone access
To attend the meeting by phone, the attendees need to dial in via the number shown, which will be automatically included in the invites.
Lobby message
Enter a custom lobby message to be displayed to attendees while they wait for the meeting to start. The message can be up to 160 characters long.
Password
Date and time
Choose a date and time for your meeting by selecting it from the drop-down calendar. Select a time zone at the bottom.
The date and time will be displayed with invitations and on the registration page.
Duration
Your meeting can have a standard duration between one and three hours. The duration will be displayed with invitations and on the registration page.
A room can instead be made permanent so that it can be entered at any time.
Attendee Registration
For some online events, you may need specific information from attendees during registration. With ClickMeeting, you can choose the exact fields you need to prequalify participants and ensure a secure and successful event.
Enable registration
If you would like attendees to register before attending the meeting, click the Registration tab and turn on the Registration button for this meeting.
Registration details
Redirect URL
Attendees can be redirected to the URL you specify after they complete registration.
Meeting Details
ClickMeeting is all about efficiency and convenience. That’s why we put all your meeting details at your fingertips. Make changes, get updates, and stay on top of events in a couple of clicks!
View the schedule page
View meeting details
Click View/Edit details and a window will appear showing all the meeting details including meeting ID, room URL, date and time, time zone, event description, password and lobby message. Click Personalize your meetings to change the room appearance with your own logo and colors. The phone number is shown, along with the presenter and participant access PINs.
Invite Participants
With ClickMeeting, you can invite presenters and participants from multiple sources in seconds! Even last-minute changes are super easy.
View meeting details
Enter the email addresses, with each one separated by a comma. Click the Send invitations button.
I
nvite participants by meeting ID
Each meeting you create has a unique ID number that enables participants to join. To view your meeting ID, go to the Schedule page and look to the right of the meeting name. Participants can visit the http://www.clickmeeting.com home page and click the Join a meeting link at the top right of the page.
How Participants Will Join
ClickMeeting makes it easy for participants to join your online event – a simple click does the trick. Someone forgot to register? No worries, ClickMeeting lets invitees sign up on the spot!
Email invitations
If you have sent invitations by email, participants will receive a message with meeting details, including the name and the date and time. If registration is required, the Register now button will be prominently displayed in the center of the email.
Register for the meeting
Participants will be taken to the Registration page where they can submit their name, email and any other fields you require. After clicking the Register now button, a confirmation will be displayed, or they will be redirected to your custom URL.
Join the meeting
After registration, an email will be sent that contains the meeting details including name, date and time.
Getting Help and Support
ClickMeeting provides the tools and information you need to get the most out of your meetings, and our friendly customer support team is just a click or phone call away. Simply click the Help tab in your account and you will find all the information and support you need.
Search our knowledgebase for answers to your questions. View our easy to follow printable user guides.
Or contact our friendly customer support team. We’re available six days a week! Start a live chat session
