How to Set Up and Use ClientPoint Meet

ClientPoint Meet is an integrated virtual meeting tool within the ClientPoint platform, offering a convenient way to connect and collaborate without needing to rely on external meeting apps. Here’s an overview of what makes ClientPoint Meet a versatile tool for managing virtual interactions and how to get started.

Key Benefits of ClientPoint Meet

1. Convenient: ClientPoint Meet is built directly into your ClientPoint subscription, meaning no extra setup or integration with third-party applications. This feature allows you to conduct meetings seamlessly within your ClientPoint workspace.
2. Quick Setup: Setting up a meeting with ClientPoint Meet takes only seconds. This lets you start meetings instantly, whether it’s with clients, teammates, or partners.
3. Robust: Powered by technology comparable to other leading virtual conferencing tools, ClientPoint Meet provides all essential features needed for professional meetings.

Note: Some accounts may require activation for ClientPoint Meet. Contact your Client Success Coordinator or reach out to support at support@clientpoint.net for assistance.

How to Set Up Your Meeting Scheduler

• Log in to Your ClientPoint Account

  • Sign into your ClientPoint account to get started.
  • On the homepage, find the MEET box with the description "Meet with anyone here, in an 'outer office' that features materials highlighting you, your company, and your value proposition."

• Click on the "EDIT" Button

  • This action will take you to the Info tab of your selected ClientPoint, as if you were creating a new one.
  • Fill out the necessary information and click Save and Continue.
  • Note: You can copy your Meeting link or download it's QR Code from the small green icon. 

• Add the Meeting Scheduler

  • Go to the Files tab and select Add to ClientPoint.
  • Choose Add Meeting Scheduler from the list of options.

• Complete Syncing and Configure the Scheduler

  • After syncing is complete, you will be redirected to ClientPoint and prompted to configure the Meeting Scheduler.
  • The File Library will automatically have your Meeting. 
  • Click on the Meeting to select and click Edit on the top right.

• • Adjust or customize the default meeting types (15 min, 30 min, 60 min) as needed.
  • Click "Save and Continue"
  • Then, go to the Preview Tab.

How Many Different Ways Can I Use ClientPoint Meet?

1) Hosting your ClientPoint Meet inside your client success portal/ClientPoint.

1. When you are ready to start the meeting, open up the Preview tab of the ClientPoint where you wish to meet, then click Enable Meeting
2. You will see 2 pop-up windows appear. Be sure to click Allow when asked for permission to access audio and video, before entering the meeting
   
3. You will be directed to a page where you may modify your audio and video settings.  Once the settings are configured to your preference, click Join Meeting
   
4. That's it!  Your attendees may join your meeting (using the same steps, 2 & 3) by clicking on the link to the ClientPoint.

I'm In The Meeting, Now What?

1. ClientPoint Meet offers several tools to help you better connect virtually:

• Microphone Settings: Select your desired audio input (the device that allows others to hear you), as well as Mute and Unmute yourself
• Video Settings: Select your desired webcam option, as well as turn your webcam on and off
• Share Screen: Share your screen with the other meeting participants. When selecting this option, you will be prompted to select which screen you wish to share, and whether or not you wish for others to hear any audio from that screen. Once selected, click Share, and the Meeting window will be replaced with the screen you are sharing with the other participants.
  
• Speaker Settings: Select your desired audio output (the device that allows you to hear others)
• Record: Record a video of the meeting.  Once the meeting is over, the recording will appear at the bottom of the Table of Contents menu, to the right of the ClientPoint
• Leave Meeting: Leave the meeting before it ends, or end the meeting for all participants:
  

2) Host Your ClientPoint Meet Externally 

1. You can also use ClientPoint Meet externally i.e outside of the unique ClientPoint that you have created for your customer. ClientPoint offers you a personal meeting room that you can customize and use to conduct meetings.
2. ClientPoint Meet is available on the Home screen of your system, see the screenshot below.
   
   
3. You can grab the meeting link by clicking on the COPY LINK option and share it Externally with your client.
   
   
4. You can start the meeting in your personal meeting room by clicking MEET NOW.

🗂️ Archiving Meet and Schedule ClientPoints for a Clean Workspace

After uploading or adding marketing materials to your ClientPoint Meet and Schedule areas, it's recommended to bulk edit and archive those files to maintain an organized and distraction-free interface.

✅ Why This Matters:

Archiving helps keep your "Recently Accessed" list clean and relevant. This way, you only see active and ongoing items on your homepage, reducing clutter and confusion.

🔧 How to Archive Meet and Schedule ClientPoints:

1. Navigate to the Manage tab from your ClientPoint homepage.

2. Use filters or search to locate your Meet and Schedule ClientPoints.

3. Select all relevant items by checking the boxes next to each ClientPoint.

4. Click on Bulk Edit from the action bar.

5. Change the Status to Archive.

6. Confirm the action.

These items will now be safely stored in your ClientPoint system but will no longer appear in your "Recently Accessed as Editor" section.

🔒 Archiving does not delete your ClientPoints. You can always retrieve them from the Manage tab by adjusting your filters to include "Archived."

If you encounter any issues or have questions, don’t hesitate to contact support@clientpoint.net for assistance.