On-demand Teleconference:

1. Copy and share your conference details, letting everyone know the date/time to join.
2. Host: Call the preferred dial-in number.
3. Enter Moderator PIN followed by the # key.
4. Participants: Call the preferred dial-in number.
5. Enter access code followed by the # key.

• Use the same call-in details for all future calls.
• No need to login to your account.
• Participants can join via web or phone and will all be connected in the same conference call

On-demand Web Conference:

1. No need to schedule anything online – just copy and share your meeting link. letting everyone know the date/time to join.
2. Host: Login to your account and click ‘START’.
3. Participants: Open the meeting room link in their Chrome Browser OR open their app and enter the access code for the meeting.

• Use the same link and code for all future calls.
• Participants can join via web or phone and will all be connected in the same conference call

Your call-in information can be found on the Home page of your account under the 'Start Now' and 'Schedule' buttons, as well as in the Menu under 'Conference Details'. Simply click on the 'Copy details' button to add this information to your clipboard. You can then paste this into an email or text message to send to participants.

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• Web and video conferencing is optimized for:
• - Google Chrome on a computer or Android device
• - Safari on Mac or iOS (versions 13 and up)
• - Firefox on a computer or Android device

START NOW

1. Login to your account.
2. Click 'START' to initiate an on-demand conference to begin right away.
3. Select 'INTERNET' on the next screen to initiate your conference via computer.
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6. You will arrive in your Online Meeting Room. The first time you do this you will be prompted to "allow" your system to access your microphone.
7. The first caller in a video conference will hear hold music. Once at least one other participant arrives this music will stop and you will hear each other.
8. To activate your webcam, click on 'VIDEO'
9. To share your screen, click on 'SHARE'

UNIQUE URL

An on-demand video conference call can also be initiated by pasting your unique conference URL into your web browser. If you are not already logged into your account, you will be prompted to log in once the link has been opened in your browser.

This link can be found at the top of your account Home page. Simply click on the 'Copy call information' button to add this information to your clipboard. You can then paste this into an email or text message to send to participants.

*Not all subscriptions will have the recording feature - please check with your account admin.

• VIA PHONE
• VIA WEB
• Schedule a Call to Record Automatically
• Record ALL your calls Automatically?
• Where to find your recordings
• Video Recording

VIA PHONE:

1. Call the dial-in number
2. Enter your moderator PIN followed by the # key
   (You can find your moderator PIN via 'Dial-in information')
3. Press *9 to begin recording
4. Everyone will hear a message that the call is being recorded
   (This is so that we adhere to privacy and GDPR regulations)
5. Press *9 again to stop/pause the recording at any point
6. The recording will automatically end when your conference ends and an email with an mp3 download link and playback information will be sent to the host. The same details can be found in your account via the right-hand menu under 'Recordings' and also via 'Past' calls.

NOTE: Only hosts/moderators can initiate recording. More than one person can use the moderator PIN.
VIA WEB:

1. Make sure you have logged into your account before joining the conference.
2. The recording button is located within the Menu at the top of your Online Meeting Room.
3. Choose if you want to record audio only or record video. By selecting video your recording will include your video feed and screen sharing as well as the audio.
4. To start or pause a recording – simply click on 'Record'.
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Note: All conference calls that are recorded can be automatically transcribed after each call so you have a detailed transcription of your meeting. This can be found in your past conferences tab along with your recordings. See the 'Features' section for more detailed information about 'CUE Smart Summary'.

Schedule a Call to Record Automatically*

You can set it up to automatic audio record by checking the box at the bottom of the first page of the scheduling process and then Schedule your call as normal. You can check if your call has been set to record in the 'Upcoming' calls section. If you see 'Record' visible in the top left then your call is set to record.

With this feature activated, recording will be automatically initiated once there are at least two participants in your conference. When callers join the conference they will also hear a voice prompt informing them that the call is being recorded. It is also possible to pause and restart the recording during a scheduled call if you wish.

*NOTE: Please be sure that participants do not call in more than 15 minutes before the scheduled start time of the call, otherwise a new conference will be started and it will not automatically record.

Record ALL your calls Automatically?*

Visit the 'Settings' section of your account and select 'Recording & live streaming' from the menu that appears on the left hand side. Just check the box to automatically record audio and hit save. All newly scheduled calls and all on-demand conferences will now be recorded by default.

*NOTE: Be aware that changing this setting will NOT impact any calls you have already scheduled with your account. If you want to ensure calls already scheduled are recorded by default, you will need to delete and then re-book those meetings.

Where to find your recordings

An MP3 download link and Telephone Playback information for the recording are included in your detailed call summary email. All call recordings can be found in the 'Recordings' section of your account via the 'Menu'. You can also access and listen to your recordings at any time when viewing “Past Conferences”.

Video Recording

You can also record all audio, video and screen sharing form your online meeting. For more information on video recording, just go the the 'Features' section and select 'Video Recording'.

To manage or moderate a meeting - whether or not you are taking part in the conference - just log in to your account from your computer, tablet or smartphone phone.

To access the Online Meeting Room simply log in to your account and click on 'START'.

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Then select 'INTERNET', 'VIEW ONLY' OR 'PHONE' depending on how you prefer to connect your audio. This will take you to the online meeting room.

To view the full participant list of who is on your call click 'Open participant list' in the menu on the right hand side. You can:

• Mute or unmute ALL conference participants
• Send an email invite with your conference details
• Mute and unmute individual participants
• Make someone a moderator
• See who has raised their hand
• Remove/block someone from the conference
• See if they are on 'view only'
• View who has left the conference already
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In the menu at the top of the screen you will see the following list of options.

• Clicking on 'MUTE' will mute your own line, but you will still be able to hear others on the call.
• Click on 'VIDEO' to activate your webcam.
• 'SHARE' will activate screen sharing
• 'DRAW' will open up the whiteboard
• Click on the 'RECORD*' button in the top menu to initiate recording of your conference. You will have the option of recording audio or your whole online meeting which includes audio and video as well as screen sharing. You will see this option change so that you can stop the recording using the same button.
• If you wish to leave the Online Meeting Room and/or end the entire conference, click on 'HANG UP*'.
• *Only moderators can end a meeting or initiate recording

Hovering over a tile in the main window will be given the option to mute/unmute, pin a person's tile or disconnect the caller.
Note: the max number of tiles is 6 in your online meeting room. The 6 tiles that display are the 5 most active speakers and the host.

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For more options during your conference, move your mouse within the meeting room window or tap on your display and a menu will appear on the right hand side.

• CHAT opens the text chat where participants can ask questions and share files.
• PARTICIPANT LIST
• CONFERENCE CONTROLS - mute and unmute everyone
• INFORMATION - all conference details, including call in numbers, access code and meeting link
• SETTINGS - Check your microphone and webcam, change your default device and LOCK the conference
• FULL SCREEN

Conference email invitations are sent out to participants immediately after scheduling a conference online and reminders will be sent out 15 minutes prior to the scheduled start time of your meeting. If you wish to have the invitation emails resent or you wish to manually send a reminder email at the time of your choosing, this can be done online from your account by editing the subject line of your meeting. The steps below explain how you can resend email invitations or send manual reminder emails for an upcoming scheduled conference.

1. Log into your account
2. Click on 'Upcoming>' on the right-hand side of your main dashboard.
3. Find the upcoming conference you would like to (re)send invitations / reminders for and click 'Edit'.
4. Edit the title of your Upcoming conference ( i.e. by adding '-Resend' or '-Reminder' to the title).
5. If no other details are changing, proceed by hitting the 'Next' button in the lower right corner of each screen until you arrive at 'Summary'.
6. Review the details of the conference to make sure everything is still correct and click ' Schedule' to send out the invitation / reminder email.

For more information on editing upcoming scheduled calls, refer to the support article 'How Do I Edit My Scheduled Call? '

When accessing a call via phone you would need to enter either an access code or a moderator pin to join the call via phone. If you want to have access to moderator controls using your phone keypad, just enter the moderator PIN instead of the access code.

The moderator pin is reserved for the account holder or those in charge of hosting or moderating the call via phone (you can have more than one host/moderator on a call). After entering in your moderator pin you will gain access to the moderator controls where you can mute others, initiate recording (for those with upgraded packages) and more via phone.

Additionally, you will need the moderator PIN to open up a conference call via phone if you have the Waiting Room turned on.

*To join a conference as moderator via internet, the moderator PIN is NOT REQUIRED. Just ensure you are logged into your account and join as you usually would within your browser or app. NOTE: only one person at any one time can join the online meeting room while also logged into your account online. Read more about how to have multiple moderators on a conference here: How to have more than one moderator on a conference