Customer meetings have never been so easy. Let your customers book a meeting or send them the link to a waiting- or meeting room. Brand and customize your meeting rooms entirely and use the collaboration and presentation tools for the perfect meeting experience. Let's get started!
1. Waiting rooms
The waiting room feature allows you to let customers knock in a personal or team waiting room so you can forward them to a personal meeting room.
Learn more about waiting rooms in this help article or in the video below:
2. Brand and customize your meeting rooms
Do you want to give your customers a full brand experience? In Vectera, you can completely brand and customize your meeting rooms (and booking pages).
Set up a custom domain (eg. meet.mydomain.com/room/name)
3. Meeting rooms
Vectera meeting rooms are very easy to use, nevertheless a guide can come in handy to get to know the platform quicker. Therefore you can find out everything about meeting rooms in this video or in the steps below:
3.1 Create a meeting room
Create meeting rooms for personal, team or group meetings with up to 10 participants. There are several ways to create a meeting room:
Let your customer book an online meeting via your booking page. A meeting room will be generated automatically
Generate meeting rooms via API
Find a more detailed guide on how to create a meeting room in this help article.
3.2 Invite and access settings
Invite customers and colleagues to your meeting rooms and set up their access level.
Decide whether you should open the meeting room to everyone with the URL or if it has to stay closed for privacy and security reasons.
3.3 Collaboration and presentation tools
Customer meetings are all about helping and guiding customers to achieve a common goal. Vectera meeting rooms offer a lot of collaboration and presentation tools to reach those goals:
Use whiteboards to draw, write, add formulas, etc.
Upload and edit files in the meeting room, download them afterward
Go for a distraction-free experience using presenter mode
Use private notes to guide the meeting or to remember customer information
Record your meetings so you can rewatch the meeting anytime. Download the recording, or upload it to the Cloud and share it with the right people.
3.5 Re-use the meeting room for follow-up meetings
Vectera meeting rooms will save all the documents, chat history and relevant meeting data in your meeting room, so you can easily pick up the conversation where you left off.
Do you prefer to reset the meeting room? Choose one of the meeting room reset options and start fresh at the next meeting.
4. Live meeting rooms overview
Team admins have an up-to-date overview of their team members’ meeting rooms. By default, this overview will be updated every 5 minutes. However, Enterprise clients can choose to update the overview every 15 seconds.
Learn more about live meeting rooms overview in this help article.
Happy with the content of a meeting room and do you want to re-use it for different meetings? Well, you can save a meeting room as a template and select it when creating a new meeting room.
Do you want to create a template from scratch to use for multiple meetings? No problem, open the template page and get started.
Visit this help article to create meeting room templates.
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!