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Scheduling Conferences with Outlook

UnyteMeeting includes Outlook integration, enabling a Host to schedule web conferences using Microsoft Outlook. Adding web conferencing to an Outlook conference is as simple as clicking WEB CONFERENCE DETAILS on the Outlook conference Toolbar. You can use your Outlook Address Book to send invitations and display the appointment in your Calendar. To integrate with Outlook, you must install the Outlook Add-On.

Installing the Outlook Add-On

  1. Close Outlook while installing the add-on.
  2. Download and install the UnyteMeeting Options Kit.
  3. Select  the "Outlook Add-On" option during installation.

Scheduling a conference with Outlook

  1. Access the scheduling feature of Outlook to display the Outlook Appointment window.
  2. Click the INVITE ATTENDEES button on the Outlook Toolbar.
  3. Insert e-mail addresses and conference details as you would for other Outlook conferences.
  4. Set a Reminder for your web conference so you will be able to log in before the conference is scheduled to begin.
  5. Click the WEB CONFERENCE DETAILS button in the Outlook conference Toolbar.
  6. In the Web Conference Details window, choose the option to using your permanent Conference ID or having the system generate a one-time Conference ID.
  7. Enter optional descriptions or identifiers for the conference in the two memo fields, Memo 1 and Memo 2. This information is saved with the conference history for use in detailed billing or other reports.
  8. Check the box and provide an e-mail address if you want to receive a detailed usage summary at the conclusion of the conference.
  9. Click OK to close the Web Conference Details window.
    The web conference details are inserted into the body of the conference request. The text includes a link for users to join the conference.
  10. Click SEND in the Outlook toolbar to forward the invitation to participants.

Logging in as Host

  1. If you scheduled an Outlook conference reminder, click OPEN ITEM in the reminder to open the invitation and display the conference details. You can also click the conference in the Outlook Calendar to open the invitation and display the conference details.
  2. Click the join link in the invitation.
  3. Complete the log-in form.
  4. Click Start.
    The conference window opens. As soon as your conference starts, participants can join and you can use all of the conference tools.

Logging in as a participant

  1. Click the join link in the e-mail invitation.
  2. Complete the log-in form.
  3. Click Start.
  4. If the Host has not started the conference or if the conference is locked, you will see a Waiting to Connect page. When the Host starts the conference, you will automatically join the conference.
  5. The conference window opens and the Host can see your name in the participants list.

Notes

  • If the Host does not start the conference, a Participants cannot join yet box appears, and the Host cannot use the Invite more link.
  • If the Host does not unlock or start the conference within a specified amount of time, the participant is placed in a Conference Not Started page with instructions on how to return to the login screen.
  • If the total number of participants exceeds the allowable limit, the participant sees Conference is Full page.




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