Citrix GoToMeeting and WebinarRoundtable Series

www.lsntap.org

Scheduling a Meeting & Webinar

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