Get Started with WebEx

View videos, guides, and step-by-step instructions.

Host a meeting

It's easy to schedule, start, and manage your WebEx meetings.

Watch and learn:

How to schedule a meeting (1:14)

Download and save:

Quick Start Guide

Check system compatibility:

Join a test meeting

Share your screen

Deliver presentations, work together on documents, and demonstrate
any application.

Watch and learn:

Share your content (1:26)

Integrate with Outlook and other applications

Now you can start a meeting with one click from your email application, IM client, or web browser.

Learn more:

Install the WebEx Productivity Tool Plug-in

Make your meetings mobile

On the road? No problem. You can join your WebEx meeting on your iPhone, Blackberry, or any Wi-Fi or 3G/4G-enable mobile device.

Get our free mobile app for:

iPad & iPhone
Android
Blackberry 10
Windows Phone 8

Watch and learn:

WebEx on your mobile device (1:41)

New to Meeting Center?

Learn the basics with this quick overview.

Schedule and start a meeting.

Get into a WebEx meeting now to see what's possible.

Follow these steps

  1. Log in to your WebEx site.
  2. Under Host a Meeting, click Schedule a Meeting.
  3. If you see the Advanced Scheduler page, click Quick Scheduler.
  4. Select a Meeting Type, enter a Meeting Topic, then enter and confirm the meeting password.
  5. Specify the Date, Time and Duration. (Setting duration is for planning only — the meeting will continue until you end it.)
  6. Enter the email addresses of people you want to invite.
  7. Click the green Start button to begin the meeting now or click Schedule Meeting if you changed the time or date.
  8. To start a meeting you scheduled, click My Meetings, then locate the meeting and click Start.

Watch and learn:

Use the Quick Scheduler (3:07)
Start a Meeting (1:24)

Download and save:

Getting Started with Meeting Center, PC
Getting Started with Meeting Center, Mac
Meeting Planner Worksheet

Share content in your meeting.

Deliver, review, and collaborate on presentations, documents, and more.

Follow these steps

  1. Click the button at the bottom of the sharing panel on the Quick Start tab.
  2. Select what you want to share with everyone in your meeting, such as a whiteboard or file.
  3. Use Annotation Tools if you want to highlight or mark on shared content. You can also enable the tools for others. From the Participant menu, select Assign Privileges and check the box next to Annotate.

Watch and learn:

Use Sharing (1:30)

Download and save:

Sharing and Presenting Tools

Share your video feed.

Make a personal connection through face-to-face interaction.

Follow these steps

  1. From the Meeting menu, select Options to check that video is enabled.
  2. Click the video button next to your name in the Participants panel. (If you
    have an external camera in addition to a built-in one, click the gear icon to select one.)
  3. Double-click the speaker's video to display it in full screen.
  4. To stop sharing your video feed, click the video button again.

Watch and learn:

Display Live Video (3:09)

Download and save:

Using Video in Your Meetings

Start WebEx from Outlook or other applications.

Use integrated tools for quick access to your meetings.

Follow these steps

  1. When you log in to your WebEx site, you may see a prompt to download Productivity Tools. Click the Download button to start. If not prompted, under Support, click Downloads and then click the Download button for Productivity Tools.
  2. After downloading, follow the prompts to install the tools and add them to a variety of programs, like Outlook, Microsoft Office, and instant messengers. You'll see the full list in the confirmation window.
  3. To see or change the applications which include Productivity Tools, in the One-Click window, click Edit WebEx Settings, and then select Tools.
  4. When you want to start a meeting quickly, look for the WebEx icon in the applications where Productivity Tools are included, and click the button or select an option from the drop-down menu.
  5. Follow the prompts to start the meeting, then share your selected content.
  6. If you did not do so when you started the meeting, invite participants.

Watch and learn:

Get Started with Productivity Tools (1:34)

Download and save:

Getting Started with Productivity Tools

Schedule and start an event.

Use helpful scheduling tools to plan and host an effective event.

Follow these steps

  1. Log in to your WebEx site.
  2. Under Host an Event, click Schedule an Event.
  3. Complete the Basic Information section.
  4. Enter a Date & Time, including any different time zones.
  5. Check the box if you want to allow people to join before the event's scheduled start time.
  6. Select the Audio Conference Settings.
  7. Use the Event Description & Options to customize the event. For example, you can upload material or choose whether to use video.
  8. Create invitation lists for Attendees and for Presenters & Panelists. Enter new information for each person, or use existing contacts.
  9. Choose which emails you want to send, and when to send them.
  10. Click Schedule This Event.
  11. When it's time to start the event, click Site Events, then locate your event and click Start.

Watch and learn:

Schedule an Event (4:43)
Start an Event (0:43)
Understand the Roles of Event Participants (3:57)

Download and save:

Getting Started with Event Center, PC
Getting Started with Event Center, Mac

Share content in your event.

Deliver presentations, demonstrate products, and generate excitement for your message.

Follow these steps

  1. Click the button at the bottom of the sharing panel on the Quick Start tab.
  2. Select what you want to share with everyone in your meeting, such as a whiteboard or file.
  3. Use Annotation Tools to highlight or mark on shared content. You can also enable the tools for others. From the Participant menu, select Assign Privileges and check the box next to Annotate.

Watch and learn:

Use Sharing (1:30)

Download and save:

Sharing and Presenting Tools

Share your video feed.

Use live video of speakers and panelists to really connect with
your audience.

Follow these steps

  1. From the Event menu, select Options to check that video is enabled for the event. Remember that only presenters and panelists can share their video feeds, but that all attendees can see the video.
  2. Display the Participants panel if it is not already visible.
  3. Click the video button next to your name in the Participants panel. (If you
    have an external camera in addition to a built-in one, click the gear icon to select one.)
  4. Double-click the speaker's video to display it in full screen.
  5. To stop sharing your video feed, click the video button again.

Watch and learn:

Use Video (3:28)

Download and save:

Using Video in Your Event

Interact during your event.

Keep your audience engaged with polls, feedback tools, and
open communications.

Follow these steps

  1. Use the Participants panel to view and manage the attendees in your event. To see the names and feedback icons of the participants not included in the list of panelists, click View all attendees…
  2. Search for specific names, control audio conference activity, and manage participation from the Attendee List.
  3. Ask attendees to use the feedback tools for instant non-verbal feedback. These tools can be especially useful in an event when attendees' audio is muted.
  4. Use the Chat panel to communicate with panelists and attendees. You may choose to designate a single panelist to respond to messages from attendees, or disable chat entirely and use the Q&A feature instead.
  5. Use the Q&A panel to view and answer questions. Any panelist can answer questions submitted, in any order they choose, and select to reply publicly or privately.

Watch and learn:

View and Manage Participants (3:26)
Manage Non-Verbal Feedback (1:52)
Use Q&A (3:16)

Download and save:

Communicate with Participants

Schedule and start a training session.

Explore your training tools in a live session.

Follow these steps

  1. Log in to your WebEx site.
  2. Under Host a Session, click Schedule Training.
  3. Complete the Session and Access Information.
  4. Select the Audio Conference Settings.
  5. Specify the Date, Time and Duration. Duration is for planning purposes only, and the meeting will continue until you end it.
  6. Check the boxes if you will require registration and if you want them approved automatically.
  7. Create invitation lists for Attendees and for Presenters. You can enter information for each one, or use existing contacts.
  8. Click Add Course Material if you want to make materials available for download before the session.
  9. Click Start Session to begin the session now or click Schedule to schedule the session and send invitations.
  10. To start a session you scheduled, under Attend a Session, click Live Sessions, and then locate the session and click Start.

Watch and learn:

Schedule a Session (5:05)
Start a Training Session (0:48)

Download and save:

Scheduling a Session

Share content in your session.

Deliver presentations, demonstrations, and engaging training materials.

Follow these steps

  1. Click the sharing button or menu on the Quick Start tab.
  2. Select what you want to share with everyone in your session, such as a whiteboard or file.
  3. Use Annotation Tools if you want to highlight or mark on shared content. You can also enable the tools for others. From the Participant menu, select Assign Privileges and check the box next to Annotate.

Watch and learn:

Use Sharing (1:30)

Download and save:

Sharing and Presenting Tools

Share your video feed.

Connect with your attendees as if you were training in person.

Follow these steps

  1. From the Session menu, select Session Options to check that video is enabled.
  2. Click the video button next to your name in the Participants panel. (If you
    have an external camera in addition to a built-in one, click the gear icon to select one.)
  3. Double-click the speaker's video to display it in full screen.
  4. To stop sharing your video feed, click the video button again.

Watch and learn:

Display Live Video (3:09)

Download and save:

Using Video in Your Sessions

Interact during your session.

Keep your session lively and interactive using feedback and
communication tools.

Follow these steps

  1. Use the Participants panel to view and manage the attendees in your session.
  2. Ask attendees to use the feedback tools for instant non-verbal feedback.
  3. Use the Chat panel to communicate with the host, presenters, panelists and other participants.
  4. Use the Q&A panel to view and answer questions. Any panelist can answer questions submitted, in any order they choose, and select to reply publicly or privately.

Watch and learn:

Manage Non-Verbal Feedback (1:32)
Monitor Attention (1:15)
Use Q&A (3:08)

Download and save:

Communicating with Participants

Start a support session and invite customers.

Connect quickly with your customer to start offering solutions.

Follow these steps

  1. Log in to your WebEx Support Center site.
  2. Click Provide Support to expand the menu, and then Start Session to both create an email invitation and open the Invite and Participants panels.
  3. To invite at least one customer, select an invitation option from the Invite panel, or send the unaddressed email to those who will attend.

Watch and learn:

Start a Session (1:04)
Connecting Customers (1:18)

Download and save:

Getting Started with Support Center

Request control of a computer or application.

Work on a remote computer as if you were right there.

Follow these steps

  1. Once in a support session with a customer, click the Remote Control icon from the Floating Icon Tray.
  2. Select Request Control under Desktop or Application.
  3. Access files and applications as needed. The customer will see your activity and may regain control by clicking on the screen with their mouse.

Watch and learn:

Use Remote Desktop Sharing (0:46)

Let a customer view a file on your computer.

Share resources with your customer with just a few clicks.

Follow these steps

  1. Click the Remote Control icon in the Floating Icon Tray.
  2. Select Share View under File.
  3. The customer must click to OK when prompted to allow the request.
  4. Select a file to share, then click Open.
  5. When you are done, Click the Remote Control icon and select Stop File Sharing.

Watch and learn:

Share a File (1:22)

Use audio and video feeds.

Enhance your connection with customers by sharing voice and video.

Follow these steps

  1. Click the Microphone icon in the Floating Icon Tray.
  2. Select either Join Phone Call or Start Voice Call.
  3. To share your video feed, click the camera icon in the Floating Icon Tray.
  4. Click Start My Video and ask customers to do the same.
  5. To stop sharing your video feed, click Stop My Video.

Watch and learn:

Use Video (2:11)

Chat during a session.

Send a quick message to share a link, provide a progress update, or give simple instructions.

Follow these steps

  1. Click the Chat icon in the Floating Icon Tray.
  2. Type a message and select a recipient option from the drop-down menu.
  3. Click Send.

Watch and learn:

Start a Chat (0:51)

Record a support session.

Capture issues, monitor performance, and share successful solutions with built-in recording tools.

Follow these steps

  1. Click the Start Recording icon in the Floating Icon Tray to display the WebEx Recorder Setup window.
  2. Select either Use recorder on my computer or Use Network-based recording service. You may need additional equipment to capture the audio conference if you record on your computer.
  3. Click Start Recording.
  4. Wait for the customer to grant permission.
  5. If you selected Use recorder on my computer, select a location to save the recording.

Watch and learn:

Record a Session (2:18)