Transcript Slide 1

Scheduling a Meeting & Webinar
Citrix GoToMeeting and Webinar
Roundtable Series
www.lsntap.org
Overview
• Reminders of Using GoToMeeting
• Scheduling a Meeting:
– From Desktop, Program Tray, Outlook
– Managing Recurring Meetings
• Editing or Canceling a Meeting
• Starting a Meeting
• Scheduling a Webinar:
– From Program Tray and Online
Reminders
• To schedule a meeting,
– You need an account (email addy and pwd)
– You need to install Citrix GoToMeeting on your
computer
• Only one concurrent meeting at a time per
account…
– It may not support impromptu meetings
– But all meetings for that account will be seen like a
coordinated calendar
– You can sign up for more accounts if needed.
Schedule a Meeting
• From Desktop Icon
• From Program Tray (What is This? See Slide 10)
• From Website (www.gotomeeting.com)
Schedule Meeting: Desktop
Icon
Double-Click and Login
Schedule Meeting: Desktop
Icon
Select Meet Now or Schedule Meeting
Schedule Meeting:
Enter Meeting Info
See Recurring
Meeting Box?
Recurring Meetings keep a
Meeting ID and URL active for
40 days.
See Local Time
Zone?
You can change the time zone if
needed.
Program Tray Icon:
Right-Click to Schedule or Start
This is your program tray. The Citrix icon sits
here as well. If it doesn’t, drag it there from your
desktop.
Schedule a Meeting:
Program Tray
• Right click on icon and select Schedule a
Meeting
• Enter you account login information
• On the Schedule Meeting dialogue box, enter
your meeting information and click Schedule
• You will be notified your meeting has been
scheduled. If you are using MS Outlook or IBM
Lotus Notes, a meeting reminder will be
generated and give you the option of inviting
attendees via a calendar appointment.
Schedule
Meeting:
Enter Meeting Info
Schedule a
Meeting or Meet
Now
To Edit a Meeting:
Select My
Meetings…
To Start a Meeting,
Select My
Meetings…
From Outlook
• GoToMeeting Toolbar in Outlook
• Select Host a Meeting.
Schedule a Webinar
Desktop Icon, Program Tray, or Website
Schedule
Webinar:
Right-Click
Program Tray Icon
Schedule a
Webinar
To Edit or Start a
Webinar: Select
My Webinars…
Schedule Webinar Form
Note: When you login, you can see results,
surveys, and reports of past webinars.
Three Steps to Webinars.
Schedule
Webinar:
Time, Date, Title,
Conference Call
Service
Note: GoToWebinar
calls only require
each person
(organizer and
attendee) to pay
their own long
distance charges.
No extra bridging
costs. For toll-free,
consider InterCall
www.lsntap.org/intercall
Schedule
Webinar:
Continued
Schedule
Webinar:
Branding & Logo
You can insert
your program’s
logo and select a
theme.
This will appear
in the “Waiting
Room” that
attendees see
upon joining.
Schedule
Webinar:
Branding & Logo
Schedule
Webinar:
Registration
Attendees must
register for
webinars.
You can
customize your
form.
Recap
• Schedule a meeting from Desktop or
Program Tray (Outlook or Website too)
– Click or Right Click and follow prompts
• Start a meeting same way (My Meetings..)
• Schedule a webinar from Desktop or
Program Tray (or Website too)
• Start a webinar same way (My Webinars..)
Resources
• LSNTAP.Org (www.lsntap.org) | Click
LegalMeetings and Getting Started & How
To