After you’ve activated the Customer Meeting add-on in your account, you can go ahead and start creating your online meetings. Read this article to learn how.

Rather watch our video? You can do so here:

  1. Add a meeting in Teamleader Focus via the + in the top right-hand corner of your account, or via Calendar > Meetings > Add meeting
  2. Fill out the details of your meeting
  3. In ‘Online meeting room’, select an already existing meeting room or click on + Create new meeting room to create a new meeting room.

    • If you select a room, you can click on Preview room to preview the meeting room your customer will see.
    • Note that if you select an online meeting room, the ‘Location’ of your meeting will be ‘Virtual meeting’ by default. If you do want to add a physical location, please remove the online meeting room first.
  4. Click on Save.

When the meeting is created, you’ll see the link to your meeting room in the meeting info, and you’ll be able to preview it there again as well.

You can find and customize the meeting rooms you created in the Customer Meeting add-on via Meetings > Meeting rooms.

After you’ve activated the Customer Meeting add-on an online meeting room called ‘test-meeting-room’ is created by default and synced to the Customer Meeting add-on. Keep in mind that this is a personal meeting room, so this test-meeting-room is linked to your user. Note that for every active add-on user of your account, a personal meeting room will be created in the same format as ‘test-meeting-room-x’.

As an admin of your Teamleader Focus account you’ll have access to all meeting rooms of your colleagues via the ‘Team’ or ‘All’ tabs:

You can change the access rights in the team settings or the meeting room invitation settings, so other colleagues could have access to the meeting rooms of others. 

Learn everything there is to know about the meeting rooms page here.


  • All your personal meeting rooms will be available to choose from whenever you create a new online meeting in your Teamleader Focus account. Keep in mind that it’s not possible to automatically select the same meeting room when you’re meeting with the same customer for example, you’ll need to select the room manually.
  • When adding an online meeting in Teamleader Focus, the meeting room templates from the Customer Meeting add-on are not available to choose from. If you want a meeting room based on a template you need to create a personal meeting room in the Customer Meeting add-on first and then select that specific meeting room when you’re creating the meeting.
  • When you’ve synced your Teamleader Focus calendar with Google Calendar, iCloud calendar or Outlook Calendar the online meeting room link will be transferred to that external calendar as well. 

Invite contacts to the meeting

After you’ve created the meeting and - when you’ve created a new meeting room - the meeting room was synced to the Customer Meeting add-on, it’s time to start adding colleagues and contacts. 

Note: If you're on the Basic package of the Customer Meeting add-on, you'll only be able to have 1-on-1 meetings, so with a maximum amount of 2 people in a meeting room. If you use the Beyond package of the Customer Meeting add-on however, there is a maximum amount of 10 people in a meeting room, including the host. Read more about the Basic vs Beyond features here.

You can invite contacts to the meeting and send them a link to the online meeting by following these steps: 

  1. Click on the + next to ‘Contacts attending’ and add a contact.
  2. Enable the slider Send meeting invitation
  3. Fill out the details or choose a template
  4. Make sure to include the variable #CUSTOMER_MEETING_ROOM_LINK in your invitation, so your online meeting room link is added to the email.