Objective: 

• Using the Zoom integration
• Making Zoom meetings in Clio

Environment: 

• Clio Manage

Additional Information:

• To learn more about the Zoom integration, click here
• To Learn How to Set Up a Zoom Integration with Clio, click here
• To Learn How to Join a Zoom Meeting Created through Clio, click here
• To Learn How to Add Host and co-host Controls in a Meeting from Zoom Support, click here

Procedure:

Here are the steps to create a new Zoom meeting from Clio Manage:

1. From the top right-hand corner of any page in Clio Manage, click Create New, then select Event from the dropdown
2. Click Make this a Zoom meeting
3. Fill out the rest of your event details and click Save Event when complete. Those that you’ve invited to your event will receive an email that will contain the instructions for joining the Zoom meeting

Here are the steps to make an existing calendar event a Zoom meeting:

1. Navigate to your Calendar and click on the event
2. Click Make this a Zoom meeting
3. Click Save Event