Schedule a meeting with a client
Invite someone from outside the company, let them in from the waiting room and record the meeting to a channel.
- ⏱ 4 min
- Who: Everyone
- Works in: Browser, Mac, Windows
Who can use this:Everyone with the meetings permission. Admins grant it by role or to individuals.
Step 1: New meeting.
Open Meetings and choose New meeting → Schedule.
Step 2: Details.
Add the title, date and time, and the client’s email.
Step 3: Keep the door shut.
Leave Waiting room on and add a passcode.
Step 4: Let them in.
When Rachel asks to join, press Admit.
Step 5: Record to the right place.
Press Record and choose
#client-harbor.Step 6: Find it later.
The recording appears in
#client-harborand in Meetings → Past.
That’s it.
Your client met you on your own domain, and the recording is filed in the channel your team already reads.
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