Webinar planning
Planning a webinar on our platform is easy. We designed the process so you can focus on what really matters — your content and your audience. All technical settings are broken down into simple steps, each with helpful tips.
This guide walks you through the entire process from picking the date and time to uploading materials and sending invitations. Whether it’s your first webinar or you’ve hosted dozens, this tutorial helps you get everything ready quickly and without any hassle.
👉 Step 1: Open the calendar
Go to the calendar. Here you can see all past and upcoming events. This is where the process of creating a new webinar begins. The interface is intuitive and everything you need is right at your fingertips.
👉 Step 2: Click «Schedule webinar» button
One click brings you closer to your event. This button opens the webinar creation form where you can adjust all the main settings.
👉 Step 3: Create a webinar title
The title is the first thing your attendees will see. It appears in emails, on the registration page and even inside the webinar room. Choose a name that’s clear and engaging.
👉 Step 4: Choose the date
Click the calendar field and select the desired day. It works just like a regular scheduling app.
The calendar will appear
Just click on the date you want
If you’re planning a series of webinars turn on the toggle to select multiple dates at once
You can easily pick all the dates you need
👉 Step 5: Set the start time
Pick a time that works for both you and your audience. Use your keyboard arrows to select hours and minutes. It’s accurate and fast without scrolling.
Note: The time is automatically synced with your profile’s time zone. It will appear correctly in emails and registration pages. Attendees will see the time converted to their local time.
👉 Step 6: Set the duration
Choose the expected length of your webinar. This is just a guideline. The webinar won’t stop automatically when time runs out.
A "Finish Webinar" button appears 10 minutes before the end time
Automatic closing only happens after 8 hours of inactivity
The finish button is always available in the webinar room
The basic setup is done. Now let’s move on to the details.
👉 Step 7: General webinar settings
Here you choose the type of event (webinar, meeting, conference) as well as how the stream works, where the chat and attendees are displayed, branding options like logos and banners, and what attendees see after they leave.
Tip: Spend a few minutes on the look and feel. It creates the first impression of your event.
👉 Step 8: Entry settings
Choose which attendee details to collect such as name, email or phone. You can also assign them to a specific group.
Note: On the right you’ll see a live preview of the registration page so you know exactly what it will look like.
👉 Step 9: Recording options
Decide whether to record the webinar and what format to use: with presentation, camera only or no recording at all.
Note: Camera-only recordings are limited to 480p for technical reasons to ensure stability.
👉 Step 10: Email invitations
Customize the invitations. Add a banner, choose a signature and set up automatic sending.
Reminder: The email text cannot be changed to maintain high delivery rates. But the banner and signature can be customized as you like.
Advanced settings are complete. Time to invite your hosts.
Now decide who will lead your webinar. It can be you, a colleague or a guest speaker.
👉 Step 11: Open the hosts section
This section shows your current moderators. The account owner is automatically included and does not need to be added manually.
You can’t uncheck the account owner. They always have access.
However, you can remove them from the visible list on the registration page. Do this in step two of the registration window settings.
👉 Step 12: Choose your hosts
It’s simple. Check the boxes next to the people you want to add.
A confirmation message will appear instantly
To add everyone click Select All. Click again to unselect all.
The number next to the button shows how many hosts are selected
Remember clicking again cancels the selection and removes them as hosts
If you don’t select anyone the account owner will be the only moderator
Now let’s bring in your audience. After all a webinar needs people to make it happen right
👉 Step 13: Open the attendees section
This shows everyone already in your address book. Convenient so you don’t need to add them one by one.
👉 Step 14: Use filters
Make searching easier by applying filters. For example you can select recent registrants or specific groups.
👉 Step 15: Work with groups
Groups are a great tool. You can segment attendees by interests roles or activity. Choose the group then select specific people from it.
After choosing a group only its members will be shown
Select all or just a few by checking the boxes
All invited attendees will receive an email with a link to register and join. No extra steps needed.
For a smooth webinar get your materials ready in advance. It saves time and adds a professional touch.
Upload everything beforehand. PDFs images videos — whatever you’ll use during the webinar.
Want to boost engagement Use polls. You can create them in advance for each webinar.
If your webinar is educational or includes certification prepare tests. You can launch them manually during the session.
Add buttons or banners to drive actions like purchase visit or register. It’s a powerful tool for conversions and engagement.
That’s it. You’ve set up all the options invited your hosts and attendees and uploaded your materials. All that’s left is to hit Done and your webinar is ready to launch.
Good luck. May every webinar you host be impactful memorable and a success.
This guide walks you through the entire process from picking the date and time to uploading materials and sending invitations. Whether it’s your first webinar or you’ve hosted dozens, this tutorial helps you get everything ready quickly and without any hassle.
Basic setup
👉 Step 1: Open the calendar
Go to the calendar. Here you can see all past and upcoming events. This is where the process of creating a new webinar begins. The interface is intuitive and everything you need is right at your fingertips.
👉 Step 2: Click «Schedule webinar» button
One click brings you closer to your event. This button opens the webinar creation form where you can adjust all the main settings.
👉 Step 3: Create a webinar title
The title is the first thing your attendees will see. It appears in emails, on the registration page and even inside the webinar room. Choose a name that’s clear and engaging.
👉 Step 4: Choose the date
Click the calendar field and select the desired day. It works just like a regular scheduling app.
The calendar will appear
Just click on the date you want
If you’re planning a series of webinars turn on the toggle to select multiple dates at once
You can easily pick all the dates you need
👉 Step 5: Set the start time
Pick a time that works for both you and your audience. Use your keyboard arrows to select hours and minutes. It’s accurate and fast without scrolling.
Note: The time is automatically synced with your profile’s time zone. It will appear correctly in emails and registration pages. Attendees will see the time converted to their local time.
👉 Step 6: Set the duration
Choose the expected length of your webinar. This is just a guideline. The webinar won’t stop automatically when time runs out.
Keep in mind
A "Finish Webinar" button appears 10 minutes before the end time
Automatic closing only happens after 8 hours of inactivity
The finish button is always available in the webinar room
The basic setup is done. Now let’s move on to the details.
Advanced settings
👉 Step 7: General webinar settings
Here you choose the type of event (webinar, meeting, conference) as well as how the stream works, where the chat and attendees are displayed, branding options like logos and banners, and what attendees see after they leave.
Tip: Spend a few minutes on the look and feel. It creates the first impression of your event.
👉 Step 8: Entry settings
Choose which attendee details to collect such as name, email or phone. You can also assign them to a specific group.
Note: On the right you’ll see a live preview of the registration page so you know exactly what it will look like.
👉 Step 9: Recording options
Decide whether to record the webinar and what format to use: with presentation, camera only or no recording at all.
Note: Camera-only recordings are limited to 480p for technical reasons to ensure stability.
👉 Step 10: Email invitations
Customize the invitations. Add a banner, choose a signature and set up automatic sending.
Reminder: The email text cannot be changed to maintain high delivery rates. But the banner and signature can be customized as you like.
Advanced settings are complete. Time to invite your hosts.
Inviting hosts
Now decide who will lead your webinar. It can be you, a colleague or a guest speaker.
👉 Step 11: Open the hosts section
This section shows your current moderators. The account owner is automatically included and does not need to be added manually.
You can’t uncheck the account owner. They always have access.
However, you can remove them from the visible list on the registration page. Do this in step two of the registration window settings.
👉 Step 12: Choose your hosts
It’s simple. Check the boxes next to the people you want to add.
A confirmation message will appear instantly
To add everyone click Select All. Click again to unselect all.
The number next to the button shows how many hosts are selected
Remember clicking again cancels the selection and removes them as hosts
If you don’t select anyone the account owner will be the only moderator
Inviting attendees
Now let’s bring in your audience. After all a webinar needs people to make it happen right
👉 Step 13: Open the attendees section
This shows everyone already in your address book. Convenient so you don’t need to add them one by one.
👉 Step 14: Use filters
Make searching easier by applying filters. For example you can select recent registrants or specific groups.
👉 Step 15: Work with groups
Groups are a great tool. You can segment attendees by interests roles or activity. Choose the group then select specific people from it.
After choosing a group only its members will be shown
Select all or just a few by checking the boxes
All invited attendees will receive an email with a link to register and join. No extra steps needed.
Files videos polls tests and CTAs
For a smooth webinar get your materials ready in advance. It saves time and adds a professional touch.
Presentations files and images
Upload everything beforehand. PDFs images videos — whatever you’ll use during the webinar.
Polls
Want to boost engagement Use polls. You can create them in advance for each webinar.
Tests
If your webinar is educational or includes certification prepare tests. You can launch them manually during the session.
Call to Action (CTA)
Add buttons or banners to drive actions like purchase visit or register. It’s a powerful tool for conversions and engagement.
All done
That’s it. You’ve set up all the options invited your hosts and attendees and uploaded your materials. All that’s left is to hit Done and your webinar is ready to launch.
Good luck. May every webinar you host be impactful memorable and a success.
Updated on: 22/03/2025
Thank you!