Start, schedule or join a meeting

Set up a meeting from Alcova: start a video call now, schedule one for later, capture a meeting in person, or send Operator to a call you already have a link for.

Start a video call now

1. On the Meetings page, select New Meeting.

2. Keep Start Now selected.

3. Optional: in Meeting Title, enter a title.

4. Optional: in Attendees, add the people to invite. See Add attendees.

5. Check the Calendar. The line below it shows the kind of call Alcova creates, for example Online meeting · Google Meet.

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6. Select Start Meeting.

Alcova opens the call in a new browser tab and opens the new meeting in Alcova.

Schedule a meeting

1. On the Meetings page, select New Meeting.

2. Select Schedule.

3. In Meeting Title *, enter a title. A scheduled meeting needs a title.

4. In Attendees, add the people to invite.

5. Optional: in Description, add an agenda.

6. Under When, choose the date and start time. To use another time zone, select the globe button beside the time.

7. In Duration, choose how long the meeting runs, from 5 minutes to 2 hours. The line below shows when it ends.

8. Check the Calendar.

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9. Select Schedule Meeting.

Alcova adds the meeting to your calendar and opens it. The start time must be in the future.

Capture an in-person meeting

Use In-Person when you meet a client face to face and want notes from the conversation.

1. On the Meetings page, select New Meeting.

2. Select In-Person.

3. Optional: enter a Meeting Title and add Attendees.

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4. Select Start Meeting.

Alcova creates the meeting, opens it and starts recording with your device's microphone. See Record or upload a meeting.

Add attendees

In Attendees, enter part of a client's name to search the contacts in your households. Each result shows the contact, their household and their email address. Select a contact to add them.

To invite someone who is not a contact, enter their full email address and select Invite and the address.

Attendees appear as cards below the field. To remove one, point to the card and select the X.

When an attendee is a member of a household, Alcova links the meeting to that household. See Edit or cancel a meeting.

Send Operator to a meeting link

If someone sent you a link to a Zoom, Google Meet, Microsoft Teams or Webex call, you can send Operator to it.

1. On the Meetings page, select Join from link, the chain-link button beside New Meeting.

2. In Meeting Link, paste the link. It must start with https://.

3. Optional: in Title (optional), enter a title.

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4. Select Join Meeting.

Alcova opens the call in a new browser tab and opens the meeting in Alcova, where you can follow Operator's progress. See Have Operator take notes.

If something goes wrong

• Additional permissions required: Alcova cannot create calls in your calendar yet. Select Grant calendar access and approve the access your calendar provider asks for.
• Enter a valid Zoom, Teams, Meet, or Webex URL: check that you pasted the whole link, including https://.
• Start time must be in the future: choose a later date or time.
• We couldn't start the meeting or We couldn't schedule the meeting: check your connection and try again.

Related

• Find your meetings
• Have Operator take notes
• See the household's meetings