How to use private notes in a meeting room

If you have a meeting with a customer or a colleague it happens that you need to take notes that the other person doesn't have to see. That is why we made it possible to take private notes as a host in your meeting room. But how do you do this?


Learn all about it in the video below or in this help article:


Private notes


Create private notes

When you are in the Vectera meeting room, just follow these steps:

  1. Check the footer of your meeting room.

  2. Next to Chat you will see Private Notes. If yes go to step 5, if no click on Settings at the bottom of your screen.

  3. On the right side of the Settings menu you will see 'private notes'. Now click on the box next to it. You will see that the box becomes green, which means private notes are active.

  4. Close Settings and check the bottom of your meeting room. Next to Chat you will see that Private Notes appeared.

  5. Now click on Private Notes and a box will open. 

  6. You can type your notes in this box. Other people in the meeting room will not see what you're typing (or if you're typing at all).
    The text will remain in the box even if you close the meeting room. If you reset the meeting room the text will also be deleted.



Can I take private notes during recording?

Privates notes are deactivated while you record a session. You will see the message 'Private notes are disabled during recording' in the box where you usually take notes.

We did this so your guest can't see the notes while watching the recording afterwards.



Upload Private notes to AdminPulse or HubSpot

If you've integrated Vectera with AdminPulse or HubSpot it's also possible to send the private notes to those platforms during or after the meeting. This is how you do it:

  1. Integrate with AdminPulse or Hubspot
  2. Go to a meeting room that is connected to AdminPulse or connect to HubSpot in the meeting room
  3. Type notes in the Private notes section
  4. Send the notes to AdminPulse or HubSpot 
    1. During the meeting: Click on 'Save to AdminPulse/HubSpot'
    2. After the meeting: If you have unsynced notes and click on Leave, you will get a pop-up asking if you want to sync. Click on 'Save to AdminPulse/HubSpot'.

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!

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