Arrangr's embedded app runs right inside your Webex meeting, letting you schedule follow-up meetings in real-time with no hassle! Read on to see how to take advantage of all its capabilities.
Launch it with the "Apps" Button
Just click the "Apps" button in the bottom toolbar of your meeting to select the Arrangr app. If it's your first time, you'll need to sign into your Arrangr account to get started.
Conduct a Scheduling Poll For a Follow-up Meeting
To poll everyone on their availability for the next meeting, click "New Event Poll".
If you have PII enabled, then Arrangr will show you a list of everyone on the call, so you can select people to specify as recipients. You can also invite people not on the call in a later step. It's not actually necessary to specify any recipients in advance - but if your recipients have linked a busy calendar to Arrangr, then doing so will let you see when they are busy as you select times for the poll.
Once you have created your poll by clicking "Finalize Poll", the "Open Together" button will appear at the bottom of the Arrangr app. When you click this, the poll will open on all participants' screens for them to submit their availability.
On your own screen, you will see a live update of how many people have submitted the poll. Then, when everyone you need has taken the poll, you can click the "View Results" button to view the results of the poll. Or, if you want to also indicate your own preferences, you can first click the "Take the Poll Yourself" button, then proceed to view the results.
Open Your 1:1 Scheduling Page for the Other Participant
In Arrangr, you can create different scheduling links that you can give out to people for them to schedule a meeting with you. Each of your links can have customized settings, to be used for setting up different types of meetings (15 minute call vs 45 minute call, in-person vs remote, phone call vs video call, at the office vs at a cafe, insert in your Google cal vs your Microsoft cal, you get the idea).
You can create and manage your various scheduling pages here. In the Arrangr app in Webex, click on the "Scheduling Pages" tab to view all your scheduling pages. From there, you can either simply copy the link to paste into the chat or elsewhere, or you can click "Open Together". This will queue Webex up to open that page on the other participant's screen. Now you just need to click Webex's "Open Together" button right below the Arrangr app to trigger it to actually open for the other participant. Now they will be able complete your scheduling page, either suggesting some times for you to confirm one, or simply booking a time (depending on your settings for that page).
Schedule a Follow-Up Meeting for an Agreed Upon Time
Sometimes you don't need to conduct a poll to get everyone's availability. You know when and where the next follow-up meeting is going to be, you just need to distribute the details, collect RSVPs, and get it on people's calendars. If that's the case, just click "New Group Event" in the Arrangr app. If you have PII enabled, then next it will ask you to select recipients based on who is on the current call. Like with the poll, it's not necessary to select recipients here - they'll still be able to view the info, RSVP, add it to their calendar, etc if not explicitly listed as an invitee. But if you do add them and they have a busy calendar linked to Arrangr, then you'll be able to see the recipients' busy times when you get to the step of selecting a time for the meeting, which might be helpful (like if you haven't already 100% decided on the time, but don't want to conduct a whole poll - this can help you pick a good time while scheduling the meeting).
Once you create the meeting by clicking "Finalize Event", you'll get a link that you can share with anyone you want to attend the meeting. If you want to open the meeting page on all your participants' screens, you can do so by clicking the "Open Together" button at the bottom of the screen. Once it opens on their screens, they will be able to RSVP and have it added to their calendars.
Propose Some Times for a Follow-Up 1:1 Meeting
If you're on a 1:1 call with someone and want to set up a follow-up meeting, but don't want to use one of your pre-set scheduling pages, you can always create a custom 1:1 invite on the fly. Just click "New 1:1 Meeting" in the Arrangr app. If PII is enabled then you'll be able to quickly select the other person from the call as the recipient (although this could also be used to send an invite to an outside party while you're talking about it on the call, in which case you can proceed without selecting any recipient).
Once you continue, you'll be able to compose a customized 1:1 meeting invite, where you can select several times, or even time ranges, for them to choose from. By default, Webex will be selected as the call method, but you can easily change it to an in-person location or a phone call, etc instead. Once you finish creating the invite, you'll see the "Open Together" button pop up at the bottom of the screen. If you click this, the invite will open on the other meeting participants' screen, where they cal select one of the times you proposed.