Here at ClientPoint, we know how important it is to easily meet with your clients or employees, which is why we’ve made it easy for you to use your video conferencing platforms directly inside of your ClientPoint Experiences.
Here’s how to set it up:
- Set up your ClientPoint Experience as usual. If you need any help with these steps, be sure to check out our create section in our Knowledge Base.
- Copy Invitation from your video conferencing platform of choice
- Go back to your ClientPoint Experience, choose add to ClientPoint, and find add webpage.
- Fill in the name, which is how you want it to show in the navigation, and paste in the URL to your personal video conferencing meeting room. *Note: You may want to paste the invite in a word doc first, since it can copy a lot of text, and grab your specific meeting URL.
- Choose Insert Webpage
- From here, you may dress up your experience, as you wish. You can add Folders, drag and drop documents and other media into those folders, and be sure to include items that you’d like them to review prior to your meeting.
- Now, instead of sending out your video conferencing invite link, you can send your ClientPoint Experience. If you need any help with these steps, be sure to check out our send and track analytics section in our Knowledge Base.
Have any questions? Please email support@clientpoint.net.