Schedule a Meeting

Join a Web Meeting

With join.me, joining your Simplifynance meeting is a breeze. There are no downloads, registrations or complicated dial in numbers required.

Two ways to Join:

If this is our first web meeting, please log in 10 minutes early to make sure everything is working properly.

Option 1 — most popular

Email or Calendar Invite

Click on the embedded link in your email or calendar invite and you’ll be entered into the meeting through your browser, or the join.me app if you have it.

Option 2

Go to: www.join.me

  1. Go to the Join Me Website
  2. Click on the green Join Meeting button
  3. Enter the meeting code that you were sent by your advisor.

After you Join

If you’re the first person to join, just hang tight. I’ll be along shortly. Once I’m on the call, follow the instructions below.

Audio-Only Meeting

Sometimes we’ll use Audio-Only and share my screen.

  1. Find the conference number and ID on the telephone tab.
  2. Click the Speaker Icon‍
  3. Click Phone in the Audio menu.
  4. Dial In using your phone to the number provided on screen
  5. Dial the Conference ID followed by # (pound or hash)

Video Meeting

On occasion, we’ll plan to meet virtually face-to-face.

  1. Once you’ve joined, tap the Video Camera‍
  2. Click Connect to share your video.
  3. Click Use Audio so we can hear one another.
  4. There is no need to call in by phone if you’ve turned on your audio in the video.

take that next step and work through your questions with an advisor.

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