How to Use Call Conference in the 3CX client for Mac
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14. Creating an Audio Conference from 3CX client for Mac

Creating an Audio Conference (Mac)

On this topic

Creating an Audio Conference (Mac)

Introduction

Creating an Ad-Hoc Conference Call

Create a Scheduled Conference Call

Elevate a Call to a Conference Call

Add More Participants to an Ongoing Conference

See also

Introduction

Companies possessing a global presence with a vast number of employees working remotely or as independent contractors has become the norm directly correlating with today’s innovative tech industry. 3CX is a vital business telecommunications business tool which not only greatly caters to today’s business environments but makes it possible to keep up with the competition. Slashing overheads and increasing efficiency is crucial in any business and the 3CX Client audio conference feature will keep you ahead of the game.

With the 3CX Client you can easily create, schedule, manage, and join ad-hoc conference calls (conference calls that initiate immediately without scheduling), web meetings or even webinars from your desktop or laptop computer. 

Creating an Ad-Hoc Conference Call

  1. Click on the “Conference”  button. You will see the list with all the Conferences contacted or scheduled.
  2.  Press the Plus button.
  3. A new window will open. Choose the Audio only option and start inviting the participants.

  1. Enter the Email, Number on the appropriate box. You can also add participants from the phonebook by clicking on the  button. Select the desired contacts from the list, by clicking the checkbox next to their name, or by using the Search.
  2. You may also import participants via csv. Click on the Import button, select the csv file and press Open.”
  3. Click “Next”. On the new window fill in the Subject of the conference call and add any Notes if needed.
  4. Click Start Now to start the conference. You will receive an incoming call from 3CX Phone System. Answer the call to enter the conference. All the participants will receive an e-mail with the conference phone number and the conference PIN they need to access your conference.
  • The conference starts when at least one other person joins.
  • Other participants you have invited may join the conference at any time.
  • Within the conference you can reconnect, disconnect or mute a participant from your conference, add more participants or terminate the call.

Note: You can Enable announcements to get notified when a person joins in or logs out in the conference.

 Create a Scheduled Conference Call

  1. Click on the “Conference”  button and Create Conference.
  2. You will see the list with all the Conferences contacted or scheduled. Press the Plus button.
  3. A new window will open. Choose the Audio only option and start inviting the participants.
  4. Enter the Email, Number on the appropriate box. You can also add participants from the phonebook by clicking on the  button. Select the desired contacts from the list, by clicking the checkbox next to their name, or by using the Search.
  5. You may also import participants via csv. Click on the Import button, select the csv file and press Open.”
  6. Click “Next”. In the new window fill in the Subject of the conference call and add any Notes if needed. Set the Date, Time and Duration of the conference.
  7. Click the “Schedule” button. All participants will be sent an email with the conference phone number and the conference PIN they need to use to access your conference.

Elevate a Call to a Conference Call

While on a call you may require the assistance of a third party. You can do so by elevating the call to a conference call and adding more people to the conversation. With the 3CX client there is no need to hang up the phone in order to create a conference call.

  1. While in a call click the Conference”  button to go to the conference screen. 
  2. Follow the steps above to add participants and proceed with the conference call.

Tip: To view, edit or delete the scheduled conferences go to the conference tab.

Add More Participants to an Ongoing Conference

Creating an Audio Conference (Mac).png

  1. On the main screen press the  button.
  2. Enter the Email or Number in the appropriate box. You can also add participants from the phonebook by clicking on the  button. Select the desired contacts from the list, by clicking the checkbox next to their name, or by using the Search.
  3. You may also import participants via csv. Click on the Import button, select the csv file and press Open.”
  4. Click “Next”.

Note: This procedure can be also done by pressing the Conferences button from the bottom menu.

See also

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