Meeting Room: video calls built right in

Host client calls from the same place you book them. Create a personal room, start it from My room, and set a calendar's meeting location to Meeting Room.

  • In beta
  • Works with booking calendars
  • Guest access on by default

What it is

Meeting Room is a video room inside your TraxionLab account. You get a personal room with a link you can copy, you can start that room from My room, and a booking calendar can use Meeting Room as its meeting location.

1

Meet

Start room opens a pre-join screen. You allow the microphone and camera, pick your devices, and click Start now.

2

Stay in control

The room form has a passcode, Waiting room (on by default), Allow guest users (on by default), Open room (off by default), and a Co-hosts card with Add.

3

Find it later

My room has a Meetings panel with a 7-day strip and View all, which opens Upcoming and Previous. Recordings and Transcripts are on the same page. Recordings appear once they are available.

4

Connect it

The Integrations tab lists Calendars, Communities, Courses, Events, and Webinars. My room can also add the room to Google Calendar and Yahoo Calendar.


Who it's for

Any business that meets customers on video and books those conversations on a TraxionLab calendar.

  • Consultants & coaches
  • Contractors doing virtual estimates
  • Real estate & lending
  • Med spas & wellness consults
  • Agencies & freelancers
  • Teams with a weekly huddle

Set it up in TraxionLab

These steps match the Meeting Room screens in TraxionLab. The feature is in beta. If Meeting Room is missing from your left menu, email support@traxionlab.com.

Part 1 · Open Meeting Room

  1. Log in at app.traxionlab.com. In the left menu, Meeting Room is a top-level item with a Beta tag, directly below AI Agents and above Marketing.

    TraxionLab left menu with Meeting Room marked Beta, below AI Agents and above Marketing, on the My room tab with Create room.
  2. Meeting Room is in beta and may not be enabled in every account yet. If you do not see it, email support@traxionlab.com.

  3. The Meeting Room page has three tabs: My room, Team rooms, and Integrations.

Part 2 · Create your room

  1. On My room, click Create room.

  2. The form has a Room details card (Name, and Room link with an editable ending and an Available check), a Security card (Passcode, with the note "Leave blank and we'll generate one for you"; Waiting room on by default; Allow guest users on by default; Open room off by default), and a Co-hosts card with an Add button.

    Create room form with Room details, Security, and Co-hosts cards. The room link and passcode are hidden.
  3. Click Create room at the bottom of the form. A Personal room created message appears.

Part 3 · What My room shows next

  1. My room then shows your Room link with a copy button, Start room, and Edit settings. A Settings summary lists the passcode, Waiting room, Allow guest users, and Open room. Add to calendar lists Google Calendar and Yahoo Calendar.

    My room after the personal room is created, with Start room, Edit settings, Add to calendar, and the Meetings panel.
  2. Editing uses Edit room, with a Save changes button.

Part 4 · Start the room

  1. Click Start room. The pre-join screen shows your room name, Hosted by followed by your name, an Allow microphone and camera button, device pickers, and Start now.

    Pre-join screen with the room name, Hosted by, Allow microphone and camera, device pickers, and Start now.

Part 5 · Team rooms

  1. Open the Team rooms tab. It says "See all your staff members' personal meeting rooms." Search by name or email. Each person has a permanent meeting link.

Part 6 · Add it to a booking calendar

  1. Go to Calendars, then Calendar settings, then edit a calendar. Open Staff & meeting location. The Meeting location dropdown includes Custom, Meeting Room, Zoom, Google Meet, Phone, Full address, Ask the booker, and Microsoft Teams.

    Calendar settings Meeting location dropdown with Custom, Meeting Room, Zoom, Google Meet, Phone, Full address, and Ask the booker.
  2. Choose Meeting Room, then click Save changes.

  3. The Integrations tab describes another way: set the location to Custom and paste your personal room link, so everyone who books gets the same link. That screen says "Guests get this link in their confirmation." The tab lists where Meeting Room works: Calendars, Communities, Courses, Events, and Webinars.

    Meeting Room Integrations tab listing Calendars, Communities, Courses, Events, and Webinars, with steps to paste a personal room link.

Part 7 · Meetings, recordings, and transcripts

  1. My room has a Meetings panel with a 7-day strip and View all.

  2. View all opens Upcoming and Previous tabs with a date range.

    Meetings view with Upcoming and Previous tabs and a date range.
  3. The same page has a Recordings / Transcripts toggle. Recordings appear there once they are available.


A real-world example

A remodeler who quotes over video

A small remodeling company would rather see the kitchen on video before sending a truck. They book that first look on a TraxionLab calendar whose meeting location is Meeting Room.

Book

The lead picks a time on the video-estimate calendar. That calendar's meeting location is Meeting Room.

Confirm

The booker gets the meeting location with the booking. On the Integrations tab, TraxionLab says guests get this link in their confirmation.

Meet

The owner clicks Start room, allows the microphone and camera, and clicks Start now.

Follow up

The owner sends a quote that afternoon.


Tips from our team

  • Waiting room is on by default. Leave it on when you want to admit each person yourself. Open room is off by default.
  • Use Custom when everyone should share one link. The Integrations tab says to set the meeting location to Custom and paste your personal room link. Everyone who books gets that same link.
  • Use Meeting Room when you want that location on the calendar. Choose Meeting Room in the Meeting location dropdown, then click Save changes.
  • Check the pre-join screen first. Click Allow microphone and camera and look at the device pickers before you click Start now.
  • Meeting Room is in beta. If it is missing from the left menu, email support@traxionlab.com.

Common questions

FAQ


Your quick win this week

Set up your room before your next call

Create your room, set one calendar's meeting location to Meeting Room, and click Start room once so the pre-join screen is familiar. Or let us set it up with you on a short onboarding call.

Log in to TraxionLab
Related features

Works best alongside

A booking calendar can use Meeting Room as its meeting location.