Vectera allows you to add team members and customizations to your organization. Visit https://www.vectera.com/team/settings to get started!
Step 1: Name your team
All good teams have a good name. So does yours. By default, this is your first name. You can edit your team's name by selecting the text and typing a new name in the field.
Note: Changing the team name will impact your meeting room and booking page URL's if you haven't set up a custom domain!
Step 2: Add a logo, favicon and background images
Upload a logo and background images for your whole team. All team members will have this logo and background images. The background image will show on the welcoming page when you try to enter the meeting room.
You can add a link below homepage, if someone clicks on your logo they will be redirected to that page eg. your company website.
For more information on the logo, favicon and backgrounds read this help article.
Step 3: Add a custom domain
If you want to have custom meeting room links and booking pages, you can setup a custom domain. In this help article we guide you through the steps!
Setting up a custom domain will change your meeting rooms (and booking pages) from Vectera.com/meet/team-name/meeting-room to meet.mydomain.com/meeting-room.
Users in the trial period and users with a Vectera (monthly/yearly) Pro plan can follow step 4.
Users with a free plan who want to add team members will have to start a subscription first! Go to your subscription page, choose a plan (monthly or yearly), select the add-ons you would like to have and check out.
Step 4: Invite new members
! Important ! Adding new team members will automatically update your PRO/Business subscription. Vectera will update the subscription once a day when changes have been made in https://www.vectera.com/team/members/.
Click on INVITE NEW MEMBER. A pop-up with a pre-written invitation will appear. You can search for existing Vectera users, or invite a new team member by email:
If you want to add multiple team members at the same time, you can invite the team members one by one or you can send one link to all those people. That second option is way faster. Just click on Invite a new team member and click on Create link below Send invite. You can copy this link and send it to all the people that need to join your team.
They can paste the link in the browser to login or create a new account. After this step, they can accept the invitation to join the team.
Once the invited team members have accepted their invitation (sent to their email address), they will be automatically added to your team:
You can make other members admin of your team. This allows them to invite new members, change the team settings and so on ...
Step 5: Edit your team's subscription
All your team members are on the same subscription. This means a single invoice for the entire team.
Vectera is looking forward to your feedback so we can offer you the best scheduling and customer meeting experience. Set up your next customer meeting right away by logging into your account or sign-up for a free, fully-featured trial of Vectera!