Getting started with RadiusLocal.ai Meet

RadiusLocal.ai Meet combines a booking page, video meetings, AI notes and webinars in one product. This guide covers everything from creating your account to running your first webinar. Allow about 20 minutes for the basics: account, booking page and a test meeting.

1. Create your account

1. Go to app.radiuslocal.ai/signup. Enter your name, your business name and your email address.
2. Confirm your email. Click the link in the email we send you. Your workspace opens with 14 days of Pro, so you can try everything. No card is needed.
3. Work through the welcome checklist. It appears the first time you sign in and walks you through the first settings.
4. Add your team, if you have one. Open Team and enter each person's name and email. Each person gets an email to set their own password. Paid plans are priced per person, and adding or removing someone adjusts your bill.

2. Set up your booking page

Your booking page is a link you can share anywhere: your email signature, your website, a text message. Clients only see times when you're available, shown in their own time zone, and they book without any back-and-forth.

1. Set your weekly hours in Calendar settings. Check that your time zone is correct.
2. Create your meeting types. Create one for each kind of conversation, such as a 30-minute estimate review or a 15-minute intro call. A type can be a video call, a phone call or an in-person meeting.
3. Add guardrails. Set buffers before and after meetings, a minimum notice period, a daily limit and how far ahead people can book.
4. Ask what you need to know. Add your own question to the booking form, and ask for a phone number or company name if you need them.
5. Add a profile photo so clients can see who they're meeting.
6. Share the link. Each booking adds the person to your contacts or links to their existing contact record.

When someone books, they get a confirmation email with a Join button and a calendar invite. They also get reminders 24 hours and 1 hour before the meeting. Each email includes links to reschedule or cancel, so clients can change the time themselves, and an updated invite is sent automatically.

On the Free plan, one meeting type can be booked at a time, and you choose which one in settings. Paid plans can offer every type. On the Team plan, you can also create team booking pages that send each booking to the least-busy available person, and show your business name, logo and colors on the booking page.

3. Run your first meeting

There are two ways to start.

• Right now. On your calendar, click Start a meeting now, then email the invitation or use Copy invitation to paste the details into a text or email. The link keeps working for 24 hours after the last time anyone used it.
• Later. Schedule a meeting with a date, time, length and guests. Invitations are switched on by default. For a single meeting, you can also choose whether to use the waiting room and AI notes.

Before you join, you'll see a get-ready screen. Check your camera and microphone, pick a background (blur, a built-in scene or your own picture) and turn on noise removal if you're somewhere loud. Nobody sees or hears you until you click Join meeting. Your background choice is remembered for next time.

In the meeting you can share a window or your whole screen, chat, react, raise a hand and turn on live captions. Keyboard shortcuts: M mutes or unmutes, V turns the camera on or off, and C turns captions on or off.

4. Invite guests and control who gets in

Guests click the Join link in their invitation and the meeting opens in their browser on a computer, phone or tablet. They don't need an app or an account.

• Waiting room. Guests wait until you let them in. You can admit them from the get-ready screen before you join, one at a time or all at once.
• Lock. Lock the room once everyone has arrived.
• Host controls. Mute one person or everyone, remove someone or end the meeting for everyone. Someone you remove can't rejoin with the old link.

If a guest can't connect, the help center covers blocked cameras, ad blockers and strict office networks in plain English. You can also call (866) 927-1855 to talk to a person.

5. AI notes, transcripts and recordings

These features are included in Pro and Team. Before you use them with clients, here's exactly how they behave.

AI notes

AI notes are built into the meeting. No separate notetaker bot joins the call. When notes are on, everyone in the meeting sees an "AI notes" label, and the host can switch notes off. After the meeting, you get a summary, key points, decisions and action items with owners and due dates. The notes are filed on the meeting and on the contact's timeline. They're written from the meeting's captions, and the AI is instructed to write only what was said, so it shouldn't invent prices, dates or promises. Still, read the notes before relying on them.

Transcripts and recaps

Open a meeting in your meeting history to read the notes and download a text transcript with each speaker's name and the time. The transcript is made from live captions, so expect the occasional wrong word. A recap is drafted for you. You can review it, then copy it, download it or open it as a draft in your email app. Nothing is sent to a client automatically.

Recordings

Recording takes one click, and everyone in the meeting can see when recording is on. The MP4 file is usually ready a minute or two after you stop. To share it, click Share with client and choose how long the link lasts: 7 days, 30 days or until you turn it off. Viewers don't need an account, and you can revoke a link at any time. Deleting a recording permanently removes the file and every share link.

Consent settings

The workspace owner chooses how consent works (Starter plan and up):

• Notice only, the default: everyone sees when recording or AI notes are on.
• Ask every guest: each guest must agree before they join. Their answer is logged.

The owner can also set recordings to delete automatically after a set number of days. Rules about recording conversations vary by state, and some industries have their own rules. Choose the setting that matches your obligations, and tell clients at the start of the call if you plan to record or take notes.

6. Agree next steps and use the pre-call brief

On Pro and Team, click Next step during the call and type what happens, who does it and by when. The client sees it on screen and can acknowledge it or suggest different wording. When the meeting ends, each agreed step becomes a task with the client's acknowledgment attached.

Before your next meeting with that person, the pre-call brief on the get-ready screen pulls together what your workspace already has on them, including notes from the last meeting, agreed steps that aren't done yet and open tasks. Only you and your team see it, never the client.

7. Run a webinar

Webinars run from the same account. Pro includes webinars of up to 100 viewers and Team up to 300. A 1,000-viewer add-on is planned.

1. Schedule the webinar with a title, date and time, and switch on registration.
2. Share the registration page. Each person who registers gets a confirmation with a calendar invite and their join link, plus reminders 24 hours and 1 hour before. They're also added to your contacts, or matched to an existing contact, and you can download the list as a CSV.
3. Prepare polls as drafts in advance and open each one when you're ready.
4. Go live. Viewers watch without a camera or microphone. They can ask questions and vote on other people's, answer polls, chat and raise a hand. You can show a question on screen, mark it answered or hide it, and bring anyone on stage with one click.
5. Record it, then publish the replay. Afterward, click Publish replay on the webinar's page, and everyone who registered gets an email with the link.

The audience link stays valid for 45 days, so you can send invitations well in advance.

8. Choose a plan

Prices are per user per month, as listed on the Meet pricing page. Clients and webinar viewers never pay. You pay only for the people on your team who host.

To choose a plan, open Plan & billing and pay by card. Later, Manage billing lets you update your card, see invoices or cancel. A cancelled plan stays active until the end of the period you've paid for. Yearly billing costs less than monthly.

Next steps

• Create your account and publish your booking page today.
• Run a test meeting with yourself on your phone before your first client call.
• Read The meeting is not the finish line for a simple way to run consultations and follow up.
• Questions? Visit the Meet help center, use our contact page or call (866) 927-1855.