ReadyTalk

Meet with Confidence

Feature Friday: ReadyTalk Scheduler Outlook

Posted by Michelle Nikolayevsky on
Share this Post:

Visit the ReadyTalk blog every Friday to learn more about a ReadyTalk feature.  

Why use this feature?

The ReadyTalk Scheduler for Outlook allows for Outlook users to easily schedule, invite and start ReadyTalk Meetings directly from Outlook.

See the information below to learn how to configure and get started with the Scheduler within your Outlook. In addition to supporting this type of functionality, the Scheduler also syncs data with salesforce.com.

How to use this feature:

Step 1: Download the Scheduler

(If you have already have the Scheduler downloaded and customized, skip to step 3)

Step 2: Customize your settings

  • Once installed, you will need to customize your Outlook settings.  Reference pages 8-14 of the user guide. It will tell you how to configure:
    • Default Meeting Types (On-demand vs. Scheduled Meetings)
    • Adding and Deleting Accounts
    • Adding and Deleting Subscriptions
    • Subscription Details
    • Dial-in Numbers
    • Sending Plain Text Invitations

Step 3: Start Meeting

  • To start a meeting, click on the “Start a Meeting” button. If you have a meeting anywhere from 24 hours prior to 48 hours after, you’ll be able to select the meeting you’d like to launch.
  • Creating a new meeting request: You have the ability to start three different meeting types from here: A ReadyTalk Audio/ Web Meeting, a ReadyTalk Audio Meeting or a ReadyTalk Web Meeting. Select which one works
    • When you have clicked on the type of meeting you need, the Meeting Request opens automatically with the relevant information your participants will need in order to join.
    • Feel free to manually add any other information at the top of the meeting request. After that, you can send your invitation.

What the invitation will look like.

 

  • Joining the meeting: Your participants can accept the Outlook invitation and join directly from the links that are embedded into the meeting request. These include (depending on the meeting type) the Dial in information (or have the meeting call you) the web login, even a list of global numbers if applicable.

 

Contact ReadyTalk Customer Care if you have any questions about the ReadyTalk Scheduler for Outlook. And let us know your thoughts by sharing a comment below!


Comments for Feature Friday: ReadyTalk Scheduler Outlook

blog comments powered by Disqus

Recent Posts

How to Write the Break Up Letter

I recently shared 15 Ways You Know It's Time to Break Up (with your conferencing provider) because not every relationship is meant to last forever.   Once you have decided it is in...

What We Learned: 3 Webinar Features You Should be Using Today

What We Learned:  3 Webinar Features You Should be Using Today Yesterday, we hosted a great webinar on some new ReadyTalk features: 3 Webinar Features You Should be Using Today. We...

3 Webinar Features You Should be Using to Get More Value from Your Webinars

3 Webinar Features You Should be Using to Get More Value from Your Webinars “Am I getting ROI on my webinars? How can I make it be better?” These questions are often in the back of...

Online Meetings Like a Boss!

Online Meetings Like a Boss! Just because a meeting is happening online, isn't an excuse for it to be a waste of time. Want to host better online meetings? Check out these 8 tips...

4 Ways to Join a ReadyTalk Meeting Faster

4 Ways to Join a ReadyTalk Meeting Faster ReadyTalk offers more ways than ever to meet online faster, right from where you are working. Join a webinar on the go from your mobile,...

ReadyTalk for Salesforce1 Now Available

Schedule Meetings From Your Phone! With ReadyTalk for Salesforce1, you can schedule meetings right from your phone. And all the important details of your customer meeting or...

7 Ways to Do Security

7 Ways to Do Security If security is a priority for your organization, you will want to ensure that your audio and web conferencing services and recordings are not being accessed...

It's All About Velocity (part III)

This is the final post in a three-part series on funnel velocity. As we talked about in my first post, velocity is a key measurement for marketing efficiency. In my second post, I...

It's All About Velocity (part II)

As you read in yesterday's post on funnel velocity, you first need to identify all of the breakpoints in your lead process before you can start tweaking them. Let’s take a look at...