How To Schedule A Video Meeting On Otto

  • Felix Fernandez |
  • 0 step |
  • 54 seconds
  • OttofinanceOttofinance
Navigate to <https://app.ottofinance.io/>
Click "New meeting"
Select "Online".
Pick a timing option. Here, we'll use "Start now" (instant meeting).
Open the client list.
Select a client you wish to schedule the meeting with.
Open the topic list.
Select a topic from the list.
Choose a meeting duration.
Click "Create" to start the session.
Check your session settings (microphone & camera) and start the call.
Once complete, hang up and end the session.
Click "Confirm" to proceed to ending the call.
Click "View meeting" to view the post-session notes.
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