A “meeting” is the scheduled or instant video session record. The Meetings panel lists every past, current and upcoming meeting so administrators can monitor usage and join in if needed.
Creating a Meeting
- Click Meetings → New meeting.
- Enter a title, pick a start time (or leave blank for “start now”), and invite participants by typing their names.
- Optionally attach the meeting to a record — e.g. a booking, a project or a support ticket. The record's page will display the meeting and a join button.
- Set advanced options: waiting room, lock-after-start, max participants, recording on/off.
- Save — invitations are sent by email and (if enrolled) push notification.
Managing an Active Meeting
- Join as observer: Admins can drop into any active meeting silently.
- Mute all: Useful in a webinar setting to mute participants at the start.
- Remove participant: Eject a misbehaving attendee — they cannot rejoin without an explicit re-invite.
- End meeting: Closes the session for all participants at once.
Example Scenarios
- Daily standup: A recurring meeting at 09:00 every weekday, attached to the team's project record.
- Client review: A one-off meeting attached to the engagement record. The recording is saved against the engagement for the client's reference.
- Webinar: Max 200 participants, waiting room enabled, all microphones muted on join, host promotes one panellist at a time.