(These notes have been assembled from a portion of the PowerPoint for NTAP's Making the Change training. View the whole PowerPoint or PDF.)

Initial Set Up for LegalMeetings GoToMeeting

To use LegalMeetings GoToMeeting, you will need to designate an email address that will serve two purposes: (1) it will be entered as the "user name" to access GoToMeeting online by anyone wishing to schedule a meeting, and (2) it will receive all correspondence about LegalMeetings trainings and tips by NTAP, as well as GoToMeeting confirmations of meetings.

Most programs sign up for one or two accounts initially, and share them with all staff. Because it will likely be shared by others in your program, we suggest you create an email alias, like legalmeetings@yourprogram.org, which routes to all users.)

When you give NTAP your email address that will be your GoToMeeting account address, you'll receive an email from GoToMeeting Care that asks you to set up your account and designate a password. Once this is complete, it will walk you through downloading a small .exe (executable) file. Your program now has a working account and the computer you just installed it on is ready to schedule meetings. Then, you inform your staff to login so their computers are set to schedule meetings easily. Done!

Let's walk through each step:

Step 1: You Receive an Email from GoToMeeting Care to Set Up Your Account.

Follow the link in the email to complete Citrix's online registration. When filling in the registration, be careful to enter your program name into the "First Name" and "Last Name" fields. This will ensure that your program name is listed as the organizer when attendees login to your meetings and webinars.

Step 2: Download the Software

Follow the prompts to download the GoToMeeting software onto your machine. [You may be asked to click "Yes" or "Trust" to install the program or to Confirm that you want to open or save an executable file (g2m_download.exe).]

Step 3. Inform Your Staff (See also: Sample Emails)

With Steps 1 and 2, the account for your program is set up. You have a user name (email address) and a password (that you created). Now, you need to make sure everyone in your program knows about the service, knows the user name and password, and logs in at least once so that their computers have the downloaded software needed to schedule and manage meetings. Check out our three sample emails that you can send to your staff once your program account is set up.

• Distribute your GoToMeeting user name (designated email address) and password to all of the users in your program.
  
• Let them know that they need to go to www.GoToMeeting.com and click LOGIN (upper L). The should enter the user name and password you provided and follow the prompts. In so doing, they too will download the software and be able to schedule a meeting using that same icon on their desktop. It takes literally 30 seconds, but you'll need to make sure they do that.

At this point you and your entire program will be able to schedule a meeting by clicking the GoToMeeting icon (orange flower) on your desktop or in your program tray. You can initiate a meeting by going to GoToMeeting.com and clicking on the "Host a Meeting" button.

What about GoToWebinar?

From the icon in your program tray, you should be able to easily access GoToWebinar. If you have any problems, simply go to www.GoToWebinar.com and login to install the webinar software.