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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 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?

💡 Plan 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.