Schedule a Meeting

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

Scheduling a Meeting

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

To schedule a meeting, simply: 

1. Click Schedule Meeting.
2. Enter the following details in the popup that appears:
   
   

• Topic: This is 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.
    
    
    
    
• 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: With this, anyone with the meeting link will need to be approved by the host to join. 
  • Password: This will require participants to enter a meeting password to join.
  • Private: Selecting this option will mean that the participant has to be logged in and invited beforehand to join the meeting.

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.

3. Click Schedule to schedule your meeting.

Schedule a Meeting from the Workspace

To schedule a meeting directly from within a workspace:

1. Enter the workspace through which you want to schedule the meeting.
2. Click on the Meetings section, next to the Chat section, in the interaction panel.
3. Click on Schedule Meeting. 
   
   

Schedule a Meeting from the Calendar

1. Click the 'Calendar' icon in the top bar, or click Calendar under the Tools section in the Manage tab.
2. Next, click on Schedule Meeting.

Only internal users can schedule meetings via this option.