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Teams

A powerful way to organize and streamline your meetings! Group profiles together—like a "Sales Team" or "Board Members" Team — so you can instantly add attendees without the hassle of selecting them one by one. Save time and stay organized with just a few clicks!

Add profiles to a new Team

Follow these steps to learn how to add profiles to a new Team: 

Add profiles to an existing Team

Follow these steps to learn how to add profiles to an existing Team: 

When to use a Team?

💡 Best when you're planning multiple meetings for the same group of attendees or teams.

Create different meeting scenarios — adjusting dates, attendee count, and other factors — to find the best option.

Modify an existing Team

Follow these steps to modify a Team: 

Add a Team to your meeting

Follow these steps to add a Team to your meeting:

💡You can add as many Teams as you want to your meeting.

📍If an attendee profile is part of multiple Teams within the same meeting, it will appear only once in the Attendee roster — no duplicates.

Once a Team is added to a meeting, you can make changes to it without impacting the original saved Team.