Scheduling a meeting using your Circuit for Outlook

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Circuit for Outlook allows you to link your Outlook meeting to a new or existing Circuit conversation, by adding Circuit conference details to the Outlook meeting request.

To schedule a meeting, perform the following steps:

  1. Open your Outlook and create a new Appointment or Meeting request.
    Note:

    You must specify the Subject and the Attendees of your meeting.

  2. Click the Add to Circuit Conversation button, choose one of the following options in the drop-down list:
    • Create new conversation - to create a new conversation in Circuit

    • Use existing conversation - to link your meeting and the existing conversation in Circuit.

  3. If you select to create a new conversation:
    1. On the pop-up window that opens, set the following conversation options:
      • Moderated conversation: Leave this check box un-ticked (default) if you do not want the conversation to be moderated. Otherwise, tick it and you will become a moderator of the conversation.

      • Guest access: Leave the check box ticked (default) if you want to allow phone dial-in and guest access to conferences started from this conversations. Un-tick the check box otherwise.

    2. Click OK.

      A new group conversation is created in Circuit having the Moderation and Guest access options turned on or off as set by the user. Meeting joining details are added to the bottom of your meeting invitation. The title of the conversation is set to the subject of your Outlook meeting request.

    3. Click Send.

    The meeting request is sent. Meeting invitees having a Circuit account are added to the Circuit conversation as participants. Any text or attachment in your Outlook meeting request is sent, as a message, to that new Circuit conversation.

  4. If you select to use an existing Circuit conversation:
    1. On the pop-up window that opens, choose a conversation from the list displayed.

      Initially, the list contains the most recent conversations (up to 50) and displays those that are capable of holding a conference (i.e., group conversations and Conference Bridges; not Communities or 1-to-1 conversations).

      In case the group conversation or Conference Bridge you want to use is not among the ones listed or in case you want to narrow the number of conversations displayed, perform a search: enter all or part of a conversation title into the input field and click Search.

      Note:

      You need to type at least three letters in order to perform a search.

    2. Click OK.
    3. Click Send.
    4. On the new pop-up window, choose whether you want to add all meeting participants to this conversation:
      • Click Yes so that the meeting request is sent and meeting invitees having a Circuit account are added to the Circuit conversation as participants, if they are not already members in this conversation. A message is also automatically posted in the selected conversation saying that a meeting has been created and at what time. The content of the meeting invite is also added to this message.

      • Click No so that the meeting request is sent but no one from the meeting invite is added to the conversation. They will just be able to join the meeting as guests using the link or dial-in. A message is also automatically posted in the selected conversation saying that a meeting has been created and at what time. The content of the meeting invite is also added to this message.

      • Click Cancel so that the sending of the meeting request is canceled.

Note:

Participants of the Outlook meeting can be added to the Circuit conversation (new or existing) only if they are users of Circuit.

In case they are not added to the Circuit conversation and/or they are not Circuit users, they will still get a meeting invitation in their Outlook and they can join the conference as a guest, at the specified time.

Note:

In case the meeting request you are creating contains formatted text like bullets or numbering, the formatting will be only transferred to the Circuit post if you are using Microsoft Outlook 2013 or above. If you are using an older Outlook version, the meeting request will be transferred as plain text.

Your scheduled Outlook meeting will be automatically synchronized with the corresponding Circuit conversation.

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