RingCentral Quick Start Guides

Joining a Meeting

Select the type of device you’ll be using to connect to the RingCentral meeting for a device-specific quick start guide:

Laptop/Desktop (no RingCentral App)

Laptop/Desktop (with RingCentral App)

Mobile Device

Room System / Polycom

Installing the RingCentral MVP mobile app

Installing the RingCentral Desktop app and Outlook add-in

Install the RingCentral Desktop App

Install the Outlook Add-In (Web)

Select this option if you access your email and calendar via a web browser like Microsoft Edge or Google Chrome.

Install the Outlook Add-In (Desktop)

Select this option if you access your email and calendar using the Outlook 365 app.

Hosting and Scheduling RingCentral Meetings

Scheduling in Outlook (web)

Select this option if you access your email and calendar via a web browser like Microsoft Edge or Google Chrome.

Scheduling in Outlook (desktop)

Select this option if you access your email and calendar using the Outlook 365 app.

Starting the Meeting

Joining from a Desktop/Laptop Computer
(without the RingCentral app):

Access the meeting link (from TAGforAgents.com or your Outlook calendar) using either Google Chrome or Microsoft Edge
Enter your name and click the “Join” button

Make your audio device selection and proceed to the meeting
Audio and video can be muted/unmuted from the toolbar at the bottom of the screen

Joining from a Desktop/Laptop Computer
(with the RingCentral app):

Download the RingCentral app from https://www.ringcentral.com/download.html and install the app on your computer
Click the meeting link (from TAGforAgents.com or your Outlook calendar)
Click the “Open RingCentral” link in your browser

Make your audio device selection and proceed to the meeting
Audio and video can be muted/unmuted from the toolbar at the bottom of the screen

Select the “View” button in the top-right to toggle between Speaker and Gallery view

Installing the RingCentral app on a Desktop/Laptop Computer:

Visit https://www.ringcentral.com/download.html to download the RingCentral app on your computer

Install the app on your computer and open it. Click “Sign in” to log into your RingCentral account

First, link your Outlook calendar to RingCentral. To do this, click “Video” then “Sign in with Microsoft” and log into your assuregrp.com account

In the “Manage your Microsoft connections” box, add your personal settings and click “Save”

Installing the RingCentral Scheduler in Microsoft Outlook (desktop version):

From your Outlook screen, click the “Get Add-ins” button

Search “RingCentral” in the search box and click “Add” under RingCentral Scheduler and follow the prompts to install the add-in.
Once the installation is complete, restart Outlook
Click here to see how to schedule your RingCentral meeting using the new add-in

Installing the RingCentral Scheduler in Microsoft Outlook (web version):

Open Outlook in your web browser by visiting http://outlook.office365.com
From the left-hand sidebar, select the calendar icon to open your calendar
From the calendar screen, near the top right select the gear icon

In the Settings tab, scroll to the bottom and click View all Outlook settings

In the Settings window, select Calendar
Click Customize actions
Check the checkbox next to Get Add-ins
Click Save

Go back to your Outlook calendar and click the New Event button
From the popup window, click the Get Add-ins icon (you may have to click the three dots on the far-right of the toolbar to find this option). The button looks like this:

In the Add-Ins for Outlook popup box, type RingCentral in the search box
When the search results display, click the Add button below the RingCentral Scheduler
Once installed, a popup box will display, which can be closed upon review
Now that the add-in is installed, click here to see how to schedule your RingCentral meeting

Scheduling a meeting with the Outlook RingCentral Scheduler (desktop version):

If you haven’t already, install the RingCentral Scheduler add-in
Open your Outlook Calendar, then click to schedule a Meeting
Click the “Schedule with RingCentral” icon in the toolbar and click “Sign in” in the sidebar

Once you’re logged in to RingCentral, the meeting information will populate in your Meeting window. Select the date/time/details for your meeting and click “Update” in the RingCentral sidebar before sending to your meeting recipients.
Be sure to install the RingCentral app on your computer so you’ll be ready to host the meeting

Scheduling a meeting with the Outlook RingCentral Scheduler (web version):

If you haven’t already, install the RingCentral Scheduler add-in
From your web browser, open your Outlook Calendar, then click New event to schedule a Meeting

From the scheduling popup box, click the three dots to view more options and select the RingCentral Scheduler

The RingCentral Scheduler will load in a right-hand sidebar
If this is your first time using the Outlook add-in, click the Sign in button to get started

Click Allow to continue to sign in to RingCentral

In the new window, sign in to RingCentral

Once you’ve logged in to RingCentral, you will have meeting options from Outlook (on the left) such as date/time/invitees and RingCentral (on the right) which include settings for how your participants join the meeting

IMPORTANT NOTE FOR SCHEDULING RECURRING MEETINGS: Be sure to select both the Repeat setting in Outlook AND the Recurring meeting checkbox in RingCentral
Click Add meeting to add the RingCentral join details to your Outlook meeting

You will see all the RingCentral join information populate on the left side of the screen
If you need to make changes to the RingCentral settings, click the Update button after you do so
Otherwise, click the Send button to send your meeting invitation to your recipients

From your Outlook calendar you can view the meeting details
Use the Edit and Cancel buttons to modify your meeting if needed
Be sure to install the RingCentral app on your computer so you’ll be ready to host the meeting

Starting your scheduled RingCentral Meeting:

Make sure you’ve installed the RingCentral app on your computer
Open the RingCentral app and click “Video”
Your meetings will be listed in the window, select the meeting you wish to start and click “Join”

Select your audio settings and the meeting is live!
The toolbar at the bottom includes options to view your participant list, chat, share screen, record, and more.