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Outlook Toolbar quick ref

For account holders only. Microsoft Outlook 2010, 2013, and 2016 for Windows.

The Outlook Add-In is the current Outlook integration. The Outlook toolbar is an older version of the Outlook integration, last updated in 2017. Only use the toolbar if you manage another person's Outlook Calendar, are not permitted to install custom add-ins, or if your mailbox is hosted on Exchange Server 2010 or earlier.

Install the toolbar

Download the installer (download here) and run the setup program.

Sign in to your account

The sign in screen is displayed when you start Outlook; enter your account credentials, and then click sign in. To start or schedule a meeting, just click the GlobalMeet tab.

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All options on the toolbar apply to your own account and meetings. You cannot use the toolbar to join another person’s meeting.

Note: The Upload and File Library buttons require an older version of the desktop app that is no longer available. 

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Schedule a meeting

Choose whether you want to Meet Right Now or Meet Later. Both options create an Outlook meeting invitation that you can edit and send to your guests.

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  • Meet Right Now opens the meeting window (web) or Phone Controls (audio conference) and signs you in as the host.
  • Meet Later lets you select the date and time for the meeting.

Meet Later (schedule on calendar)

To schedule a meeting and send an invitation, create a new appointment or meeting, and then click Schedule Meeting. GlobalMeet creates an invitation for your default meeting. In the Edit Invite task pane, you can select which audio and/or web meeting room to use, which numbers to include in the invitation, and the invitation language. Use the Scheduling Assistant to check your guests’ calendars and pick a date and time for the meeting.

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Start your meeting

On the toolbar, click Start My Meeting and then select Web Meeting or Phone Only. (If your account has more than one meeting, select the meeting you want to join.)

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Settings

When you start or schedule a meeting, the toolbar signs you in to your default meeting; it also includes the web address and dial-in information for the default meeting in the meeting invitation. 

Use the Settings button to access Meeting Settings and select which access numbers are included in meeting invitations and set other meeting defaults. If you have more than one web meeting or audio conference account, you should select your default meeting.

Select your default meeting

The Preferences group on the toolbar has two options: Accounts and Settings. Use the Accounts button to add a new account (with a different client ID) to your toolbar or to sign in to any of your saved accounts. Use Settings to select your default meeting.

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Tip: Use Schedule a Meeting > Meet Later if you would like to choose the meeting to use and customize the meeting invitation.

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