Creating Conference Calls

Conference Calls

 

In order to facilitate a conversation between multiple parties 3CXPhone for Windows allows you to create, manage, and join conference calls.

 

Creating an Ad-Hoc Conference Call

  1. Click on the conference icon .
  2. Click “Create Conference”.
  3. Select contacts by clicking the checkbox next to their name and/or add numbers not in your contact list by pressing “Add Number”. Type the number in the entry field and click “+”. To remove a number click the “Trash can icon.
  4. Click “Start Now” to start the conference. You will receive an incoming call from the 3CX Phone System. Answer it to enter the conference.
  5. The conference starts when at least another person joins. Other participants you have invited may join the conference at any time.
  6. To add more contacts to an ongoing conference, click the “Add more people” button, select contacts, or add numbers and click “Start Now”.
  7. To disconnect people from your conference tap the red phone button . To reconnect people to your conference click the vertical phone button .
  8. To mute a participant click .
  9. Terminate the conference by clicking “Stop Conference” at the bottom of your conference tab.

 

Create a Scheduled Conference Call

  1. Click on the conference icon .
  2. Click “Schedule Conference”.

 

 

  1. Fill in the Conference Name, Description and the DID number that external participants will need to dial in order to access your conference.
  2. Set the starting and ending date and time.
  3. Check “Enable announcements” to hear an announcement when a participant enters the conference.
  4. Press “Next” button to continue.
  5. Select the internal participants to your conference by checking the boxes next to their names. Click “Next” to add external participants. If you have no external participants click “Schedule Now”.
  6. Type the emails of the external contacts and press the “+” button to add emails to the list. To include contacts from your Company Phonebook click on the “Add more people” icon . Select contacts and click the “Ok” button.
  7. Click “Schedule Now” to schedule your conference.
  8. All participants will receive an email invite to the conference with the number to call and the PIN needed to use to access your conference.
  9. To view, edit or delete your scheduled conferences go to your conference tab and click “Scheduled Conference”. To edit press the “Pencil” icon and to delete press the “Trash bin” icon.