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How to Use the Zoom Integration on Clio's Mobile App

Objective:

  • Using Zoom on the mobile app

Environment:

  • Clio Manage
  • iOS
  • Android

Additional Information:

Please note: The Zoom integration must first be enabled on the Clio Manage web app.

Procedure:

To add a Zoom meeting to a calendar event:

  1. Click the Global Create New button (+) in the bottom right corner
  2. Select Event
  3. Enter Event information
  4. Slide the toggle on Video conferencing to Add a Zoom meeting to this eventZoom_Mobile_Add_Zoom_Mtg_to_Event.png 
  5. Click Save in the top right corner

To join a Zoom meeting from a calendar event

  1. Select Calendar
  2. Select the event
  3. Click Join Zoom meeting
    Zoom_Mobile_-_Join_Zoom_Mtg.png
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