This guide walks you through the complete process of creating your first team on meeting.ai. Creating a team transforms how your organization uses meeting.ai by centralizing management and billing for multiple users.
Before You Begin
Prerequisites
Personal Account Required: You must have an active meeting.ai Personal Account
Web Access: Team creation is only available through our web application (not mobile apps)
Payment Method: Have a credit card ready for team billing setup
Team Size: Plan for at least 2 seats (minimum requirement)
Important: Permanent Account Conversion
⚠️ Creating a team permanently converts your Personal Account to a Team Account. This change is irreversible.
When you create a team:
Your account type changes permanently from Personal to Team
You become the team administrator automatically
All your existing meetings become part of the team's data
You cannot revert to a Personal Account later
Step-by-Step Team Creation Process
Step 1: Access Team Creation
Log in to your meeting.ai account on the web application
Navigate to your account settings or dashboard
Look for the "Create Team" or "Set up your team" option
Click to begin the team creation process
Step 2: Cancel Existing Personal Subscription (If Applicable)
If you have an active personal subscription:
Web Subscriptions: The system will automatically cancel your subscription
Mobile Subscriptions (iOS/Android): You must manually cancel through your app store
Important: No refunds will be issued, but your remaining credits will transfer to your Team Account
Step 3: Configure Your Team
Team Name
Choose a clear, professional name for your team
This name will be visible to all team members
Consider using your company or department name
Select Subscription Package
You'll need to choose a uniform subscription tier for all team members:
All team members must have the same subscription level
Options and tiers are similar to personal subscription package
Choose based on your team's meeting needs and budget
Remember: You cannot mix different subscription levels within one team
Determine Initial Seat Count
Minimum: 2 seats required
No Maximum: Purchase as many seats as needed
Calculation: Total cost = Number of seats × Package price
Example: 5 seats × $40/month = $200/month total
Step 4: Set Up Billing
Payment Method
You will be directed to the payment page
Input your card information
This card will be charged for all team expenses:
Monthly subscription fees for all seats
Any additional credit purchases
Automatic credit auto-recharge (if enabled)
Billing Information
Provide your company's billing details
Enter the billing address associated with your payment method
Specify where invoices should be sent
Payment Confirmation
Review your order summary:
Team name
Subscription package selected
Number of seats
Total monthly cost
Confirm and process your first payment
Step 5: Invite Your Team Member
Once you confirm your billing, you will be prompted to invite your team members.
You can access the team member invitation page later in Manage Team page.
Step 6: Complete Team Creation
After above steps are completed:
The system creates your team
Your Personal Account converts to a Team Account
You become the primary team administrator
Your Manage Team page becomes available
After Creating Your Team
Immediate Next Steps
Access Manage Team page: Explore your new team management interface
Invite Team Members: Start assigning your colleagues to the purchased seat
Configure Settings: Set up credit overcharge preferences and other policies
Allocate Credits: Ensure team members have credits for their meetings
Your New Admin Privileges
As the team creator, you now have:
Billing Control: Manage all payments and subscriptions
Member Management: Invite, suspend, and manage team members
Credit Management: Purchase and transfer credits
Team Settings: Configure team-wide policies and preferences
Usage Monitoring: View team activity and credit consumption
What Your Team Members Experience
When you invite team members:
They receive an email invitation
Upon acceptance, their accounts convert to Team Accounts (if they had Personal Accounts)
They automatically receive the team's subscription package
They can start using meeting.ai under your team's billing
Best Practices
Planning Your Team Structure
Size Appropriately: Start with the number of seats you need now, you can always add more
Choose the Right Package: Select a subscription tier that meets your team's typical usage
Budget Considerations: Remember the total monthly cost multiplies by seat count
Communication
Notify Future Members: Let colleagues know about the permanent account conversion before inviting them
Set Expectations: Communicate team policies about credit usage and meeting practices
Documentation: Keep records of team configuration and billing for accounting purposes
Troubleshooting
Common Issues
Can't Find Team Creation Option: Ensure you're using the web application, not mobile
Payment Declined: Verify your credit card details and available credit limit
Invitation Issues: Check spam folders for team invitations
Need More Help?
If you encounter issues during team creation:
Ensure you meet all prerequisites
Try using a different browser
Clear your browser cache and cookies
Contact our support team with specific error messages