> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hazel.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Meeting Settings

## Managing Save Videos and Transcripts

You can configure meeting recordings and transcripts in Settings / Meeting Settings. Videos and transcripts are saved by default. If Save Videos or Save Transcripts are toggled off, then updates will be applied to all future meetings.

<img src="https://mintcdn.com/altruist-2003df37/L_oQxTTrfZwusXT1/images/managingtranscripts.png?fit=max&auto=format&n=L_oQxTTrfZwusXT1&q=85&s=9ac8f970c0d350d29ccb1b26d15c38a8" alt="Managingtranscripts" width="1378" height="700" data-path="images/managingtranscripts.png" />

## Auto-Schedule Notetakers

Notetakers are automatically added to new calendar events by default. You can disable Auto-schedule Notetakers by toggling off ‘Auto-schedule Notetakers’ in Settings / Meeting Settings. Disabling this will cancel all your existing auto-scheduled notetakers for future meetings.

<img src="https://mintcdn.com/altruist-2003df37/L_oQxTTrfZwusXT1/images/autoschedulenotetakers.png?fit=max&auto=format&n=L_oQxTTrfZwusXT1&q=85&s=a1288f77156f1999f233088ab89919ec" alt="Autoschedulenotetakers" width="1162" height="530" data-path="images/autoschedulenotetakers.png" />

## Updating the Notetaker’s Name

You can configure the name of the notetaker joining your meetings in Settings / Meeting Settings / Bot Name. By default, the notetaker will be names ‘Hazel Notetaker’. Any changes made will be applied to all future meetings.

<img src="https://mintcdn.com/altruist-2003df37/pmWH_y5aX70JKhwJ/images/updatingnotetakername.png?fit=max&auto=format&n=pmWH_y5aX70JKhwJ&q=85&s=d4766a43c6ccbccfaa7c310716ddb9f9" alt="Updatingnotetakername" width="1120" height="226" data-path="images/updatingnotetakername.png" />

## Adjusting the Scheduled Join Time

You can configure how many minutes before the meeting the bot should by adjusting in Settings / Meeting Settings / Bot Join Minutes Ahead. By default, the notetaker will join your meetings 1 minute ahead of the scheduled meeting time. You can adjust this as early as 10 minutes before the scheduled meeting time.

<img src="https://mintcdn.com/altruist-2003df37/pmWH_y5aX70JKhwJ/images/adjustingjointime.png?fit=max&auto=format&n=pmWH_y5aX70JKhwJ&q=85&s=b15ed71ca2dce98a210178fb741440da" alt="Adjustingjointime" width="1118" height="246" data-path="images/adjustingjointime.png" />

## Meeting visibility

Meeting visibility controls **who at your firm can see a recorded meeting** — its transcript, notes, tasks, and summary. You set a firm-wide default here, and you (or the meeting's owner) can change it on any individual meeting.

<img src="https://mintcdn.com/altruist-2003df37/qvkn0VimpBfX-f8J/images/image-4.png?fit=max&auto=format&n=qvkn0VimpBfX-f8J&q=85&s=25b073245b8f81e7d4cb811292f8ba97" alt="Image" title="Image" width="1138" height="362" data-path="images/image-4.png" />

### The four options

From most private to most open:

| Option             | Who can see the meeting                                                                                                                |
| :----------------- | :------------------------------------------------------------------------------------------------------------------------------------- |
| **Private**        | Only you (the meeting's owner). *Your firm's Owners can always see it, too.*                                                           |
| **Attendees only** | You and the teammates who attended the meeting.                                                                                        |
| **Contact access** | Anyone at your firm who can already see this client — i.e., teammates with access to the meeting's household or contact. **(Default)** |
| **Everyone**       | Every user at your firm.                                                                                                               |

<Info>
  **Firm Owners always have access** to every meeting, regardless of the setting. So "Private" really means *only you and your firm's Owners*.
</Info>

### Set your firm's default

In **Meeting Settings**, choose the visibility that should apply to **every new meeting**. New meetings use this default automatically — most firms leave it on **Contact access** so meetings are visible to the same teammates who already work with that client. You can change the default at any time; it applies to meetings going forward.

### Change visibility for a single meeting

Open any meeting and use the **visibility selector** in the header to switch it to any of the four options — or set it back to your firm's default. The change takes effect immediately.

<img src="https://mintcdn.com/altruist-2003df37/qvkn0VimpBfX-f8J/images/image-5.png?fit=max&auto=format&n=qvkn0VimpBfX-f8J&q=85&s=27233d3ea72510a705e06382b5e51095" alt="Image" title="Image" className="mx-auto" style={{ width:"75%" }} width="1156" height="488" data-path="images/image-5.png" />

Only the meeting's **owner**, an **advisor who attended** the meeting, or a **firm Owner** can change a meeting's visibility. Everyone else sees the current setting as read-only.

Notes:

* The option names and the "Private (firm owners can access)" caveat match the exact in-app wording, so the doc lines up with what users see.
* I led the table from most-private to most-open and flagged Contact access as the default (it's the firm default in the product).
* If your firm has meeting visibility turned off, the selector doesn't appear — say the word if you want a one-line note covering that edge case, though it's probably more detail than a help-center reader needs.
