ONLINE MEETINGS MADE SIMPLE

How to Get Started With Online Meetings

READY, SET, GO!

How to start an online meeting or a conference call

Conference calls turn traditional telephone communication with prospects, customers and employees into powerful tools for your business. To get started setting up an online meeting or conference call with GoToMeeting, simply follow these steps:


Step 1. Sign in to your account.

Setting up conference calls or online meetings requires that you register an account with GoToMeeting. GoToMeeting offers a free 14-day trial so you can get a feel for the service before you commit to anything. Once you have an account, sign in to access your options on the “My Meetings” page.


Step 2. Schedule a meeting time.

On the “My Meetings” page, click the “Schedule” button under the “Schedule a meeting” section. A new window will open in your browser. Use the available options to select a date and time for the conference call, and designate whether the meeting will be reoccurring. If you have attendees across different time zones, make sure that you set your meeting for a time that works well for everyone. We recommend Thursdays at 12:00 pm / 3:00 pm.


Step 3. Choose your audio options.

From the same window, click the “Audio” tab to access your audio options. From here you can select whether to use your computer’s built-in audio, such as a microphone and speakers, or use your own conference call service. GoToMeeting also provides long-distance and toll-free number options, as well as the Call Me feature.


Step 4. Set permissions and passwords.

There are two other tabs you can access in this window: “Co-organizers” and “Password.” From The “Co-organizer” tab you can designate whether anyone else involved in the call should have the same permissions as the host, allowing them to direct and control the call from their own computer. And, if you’d like an extra layer of security, you can set a password via the “Password” tab and then send the password information to your attendees.


Step 5. Edit details and invite attendees.

Use the “My Meetings” page to invite attendees. You can come back to edit details and invite more attendees at any time. Optional plug-ins also allow you to schedule meetings directly through Outlook or Google Calendar.


Step 6. Start the meeting. If you’d like to host a non-scheduled meeting right away, you can do that from the “My Meetings” page. Just click “Start your meeting,” and then click “Share” to send meeting details to your attendees. To begin a scheduled meeting, go to your meeting history, find the correct meeting and click the “Start” button.


Step 7. Access your control panel.

During your meeting, you can access a range of options from the control panel on the right side of your browser window. Here you will also have access to the complete list of conference call attendees.


Step 8. Conduct the meeting.

Time to start collaborating! Don’t forget to use the meeting recording option so that later you’ll be able access all of the important information being shared.


Step 9. Follow up.

Once you’ve finished your conference call, check with your attendees to make sure that there aren’t any questions or concerns. Share the call recordings with all participants.

Holding an Online Meeting

What can I do with GoToMeeting?

With GoToMeeting, you can deliver presentations, perform product demonstrations, brainstorm with colleagues and securely share confidential information online from anywhere at any time. Your meetings can be one-to-one, or you can meet with multiple people at once.

Presentations: Give a slideshow to your online audience and reduce travel costs.

Demonstrations: Show prospects how your product works by inviting them to view a demo in real time, whether they are across town or a thousand miles away.

Work together: Meet with others online to share, discuss and edit any document. Transfer presentation controls to other attendees.

How do I start using GoToMeeting?
Simply register for your free trial now. After the quick automatic setup is completed, you can immediately begin using it.
Do I have to be at my computer to hold a meeting?
No, you can hold a meeting from any computer – or even a mobile device – as long as it has Internet access. Just log in with your account email and password at www.gotomeeting.com.

Hold a scheduled meeting: Your scheduled meetings will be listed under My Meetings – just click the Start Meetingbutton next to the meeting you want to start.

Hold an instant meeting: Click the Host a Meeting button, then choose the Meet Now button. Your meeting will start immediately. To invite people to your meeting, click the Invite Others button in the control panel. A window will open with instructions for joining that you can email, instant message or tell your attendees over the phone.

To schedule a meeting: Click the Host a Meeting button, then choose the Schedule Meeting button. Fill out the meeting information and click the Schedule button. A meeting invitation email will launch automatically.
How do I start an impromptu meeting?
On a PC
There are several ways to start a one-click impromptu meeting:
· Double-click the GoToMeeting system tray icon.
· Click the Meet Now button integrated into Microsoft Outlook and various instant-messaging applications.
· Scheduled meetings can be started with one click from the My Meetings web page after logging in to the GoToMeeting website.

On a Mac
Just click the GoToMeeting icon in the dock and then click the Meet Now button.
Your meeting will start and the GoToMeeting organizer control panel will appear on the right side of your desktop.
How do I schedule a meeting?

On a PC
To schedule a meeting in advance, right-click the GoToMeeting system tray icon on the bottom-right corner of your screen, select Schedule a Meeting... and log in by entering your account information and clicking the Log In button. Then, on the Schedule Meeting dialog box, enter your meeting information and click the Schedule button.

You will be notified that your meeting has been scheduled. If you are using Microsoft Outlook, a meeting reminder will be generated and give you the option of inviting attendees via an Outlook Calendar appointment.

On a Mac
To schedule a meeting in advance, click the GoToMeeting icon in the dock, select Schedule Meeting and log in by entering your account information and clicking the Log In button. Then, on the Schedule Meeting dialog box, enter your meeting information and click the Schedule button. You will be notified that your meeting has been scheduled.

How do I set up recurring meetings that I can use any time?

On a PC
To set up a recurring meeting, right-click the GoToMeeting system tray icon on the bottom-right corner of your screen, select Schedule a Meeting... and log in by entering your account information and clicking the Log In button. Then, on the Schedule Meeting dialog box, click the check box next to Recurring meeting. This will disable the scheduling settings, keeping the meeting open and available in My Meetings until you delete it. Click the Schedule button.

You will be notified that your meeting has been scheduled. If you are using Microsoft Outlook, a meeting reminder will be generated and give you the option of inviting attendees via an Outlook Calendar appointment.

On a Mac
To set up a recurring meeting, click the GoToMeeting icon in the dock, select Schedule Meeting and log in by entering your account information and clicking the Log In button. Then, on the Schedule Meeting dialog box, click the check box next to Recurring meeting. This will disable the scheduling settings, keeping the meeting open and available in My Meetings until you delete it. Click the Schedule button. You will be notified that your meeting has been scheduled.

How do I start a scheduled or recurring meeting?
On a PC
To start a previously scheduled meeting, right-click the GoToMeeting system tray icon, select My Meetings and log in by entering your account information and clicking the Log In button. Then, on the My Scheduled Meetings dialog box, select the meeting you wish to start and click Start.

On a Mac
To start a previously scheduled meeting, click the GoToMeeting icon in the dock, click the My Meetings button and log in by entering your account information and clicking the Log In button. Then, on the My Meetings – GoToMeeting dialog box, select the meeting you wish to start and click Start.
Can I use GoToMeeting with email or instant-messaging applications?
GoToMeeting integrates with Microsoft Outlook and other popular email and instant-messaging applications, so you can easily start or schedule meetings while using them.
How do I save chat sessions from my meetings?
Under the File menu select Save Chat Log... This opens the "Save Chat Log to a File" dialog that allows you to store it locally.
How do I share one application and nothing else?
On a PC
A presenter can share a single application by right-clicking the screen-sharing icon on the control panel grab tab and then selecting the application to share from the list of applications presented.

On a Mac
Since specific screen sharing is not yet available for Mac users, we recommend you close any application you do not want to share before initiating screen sharing.
What do I do if my attendees can't see my screen?

Screen sharing needs to be turned on after starting a meeting – GoToMeeting starts with it turned off to prevent early attendees from viewing your preparation.

To enable screen sharing, click Show My Screen in the organizer control panel.

If attendees still can't see your screen, please contact Global Customer Support.


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