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Video meetings

Clyentra hosts its own video service and embeds the call inside the app. Start an instant meeting, join by ID, share the link, and keep working while the call runs.

5 min read · Reviewed 2026-07-13

Meetings live at /planner/meetings — the screen is Meetings, "Video Conferencing". Calls run on Clyentra's own hosted video service at meet.clyentra.ai and are embedded directly in the app. You are not bounced to a third-party tab and you are not asked to install anything.

Starting a meeting

Start — "Start an instant meeting" — creates a room and drops you straight into it. There is no pre-join lobby: no device-check screen, no waiting room. Press the button and you are in the call with camera and mic live.

Check your camera before you press Start: Because there's no lobby, the call begins with your camera and microphone on. If you need a moment to compose yourself, take it before you press Start, not after.

Joining a meeting

Join — "Join an existing meeting" — opens a dialog asking for a Meeting ID. Paste the ID someone sent you and you're in. If they sent a full link instead, opening the link works too.

Keep working during a call

The call window minimizes to a corner of the app. Shrink it and you can carry on inside Clyentra with the call still running — pull up the lead you're discussing, add the task you have this second agreed to, check the invoice someone asked about. The meeting doesn't drop when you navigate.

Sharing a meeting

Every meeting card carries the creator's name and an Instant badge, plus four actions.

A Meetings Overview bar along the bottom of the screen tracks three counts: Total Meetings, Today, and Instant.

Scheduling a meeting for later

This screen only creates instant meetings: There is no "schedule for Thursday at 2pm" here. To put a meeting in the future, create a calendar event and paste the meeting link into its virtual meeting link field — see team-calendar. Everyone invited to the event gets the link with it.

1. Start the meeting now. Press Start to create the room. The room and its ID persist — you don't have to stay in the call.
2. Copy the link. Use Copy meeting link on the meeting's card to get the full meet.clyentra.ai URL.
3. Create the calendar event. In the planner, create an event for the date and time you want and paste the URL into the virtual meeting link field.
4. Invite the guests. Add guests to the event and tick Send Notification. When the time comes, everyone opens the same link.

Who can start and join

Starting a meeting, joining by ID, and deleting a meeting all require the Meeting permission at Editor. If a teammate can see the screen but can't act on it, that's the permission to check — see roles-and-permissions.