Schedule a Meeting

Use meetings to easily connect with others as a part of your process. Seamlessly schedule meetings within your portal.

You can schedule a meeting from within a workspace, or from the Calendar in your portal.

Schedule a Meeting from the Calendar

Click the 'Calendar' icon in the top navigation bar, or click Calendar under the Tools section in the Manage tab. Only internal users can schedule meetings via this option.
Next, click on Schedule Meeting.
Click Schedule Meeting.
Enter the following details in the popup that appears:
- Topic: Enter the name of your meeting.
- Time:
  - Choose the date, start time, and end time for your meeting.
  - By default, Moxo will select your org-level timezone. If you want to configure a different timezone, choose from the Timezone dropdown menu.
  - Choose the meeting frequency - you can configure the meeting to repeat never, daily, weekly, or monthly by choosing from the Repeat dropdown menu.
- Set a meeting reminder according to your requirements.
- Configure multiple meeting types - Moxo (Default), Zoom, and Offline meetings. Users can select the preferred meeting type at the time of scheduling. By default, only Moxo Meetings are enabled. Zoom and Offline meetings can be enabled upon org-level request.
  - Moxo Meetings: Displays all relevant Moxo-specific options.
  - Zoom Meetings: Connect to your Zoom account and generate a Zoom meeting link.
    Microsoft Teams Meeting: Connect to your Microsoft Teams account and generate a Teams meeting link.
  - Offline Meetings: Includes participant list and a location field for specifying the meeting venue.
- Participants: Add participants to the meeting by typing their name or email address and selecting participants from the dropdown menu that appears. To remove a participant, click the ‘X’ next to their name.
  - When you schedule a meeting from within a workspace, it automatically includes all the workspace participants. You can manually remove any of the participants before scheduling the meeting by clicking the ‘X’ next to the name.
- Agenda: Use this space to add any additional context that’s relevant to the meeting.
- Meeting Security: Choose from the following options:
  - Standard: This will allow anyone with the meeting link to join.
  - Enable Waiting Room for Guests: Only external participants (guests joining via the meeting link) will be placed in the waiting room and must be admitted by the host.
  - Enable Waiting Room for All: All participants, including internal team members, must be admitted by the host before joining.
  - Password: This will require participants to enter a meeting password to join.
    - The password will be generated by Moxo and can be accessed after the meeting has been scheduled. Simply navigate to the Calendar - either from the Home page or from the Productivity tab under Tools - and click on the scheduled meeting.
- Additional Meeting Settings:
  - Video: This configuration allows you to choose if you want the meeting host and participants to have video automatically turned on or off when joining the meeting.
  - Mute participants upon entry: Turn this ‘On’ if you want participants to be muted when joining the meeting.
  - Record meeting automatically: Toggle this ‘On’ if you want the meeting to be recorded automatically.
Click Schedule to schedule your meeting.

A dropdown menu will be available in the meeting scheduler if multiple options are enabled. Once scheduled, the meeting type cannot be changed. Users must cancel/delete and reschedule if they wish to switch meeting types. Only Moxo Meetings have audit tracking in the Moxo audit portal.

Previous meeting recordings can be played, downloaded, or copied by members, even if they were added after the meeting occurred.