GoTo Connect Getting Started Guide for Clio Users
Create Your Account
In order to use the GoTo app, you must have an active account.
Set Up Your Apps & Phone
Choose your phone preference, you're welcome to use multiple options:
- Use GoTo for web or download the GoTo app.
- Set up your desk phone:
- Plug in your phone.
- If your phone isn't provisioned, speak to your admin.
- See your phone guide for more specific tasks.
Sign In To Your Account
After creating a new account there are various ways you can sign into your account.
Sign in with an email address and password
Sign in using single sign-on
- Go to https://app.goto.com or open the desktop or mobile app.
- Select Sign in.
- Enter your company email address and then select Next.
- If you are not automatically redirected, select Company ID.
- You will be redirected to your company's sign-in page, where you can sign in with your company credentials.
Sign in with a social media account
Sign in using one of your existing social media accounts such as Facebook, Google, LinkedIn, or Microsoft. This ensures that while you are signed in to the social provider on your device, you can access GoTo with no additional sign-in steps.
Set Up Your Preferences
Select Your Line - Required
Desktop & Web app
- From the desktop or web app, select Phone from the left navigation menu.
- Select the line selector drop-down in the bottom left.
- Choose your preferred line and phone to use for all calls.
Mobile app
- From the mobile app, select your profile picture from the top left.
- Select Active extension.
- Choose your line and then select Done.
Set Up Email Notifications and Other Voicemail Options
Set up your voicemail box with custom greetings, email notifications, retrieval options, and more.
Set Up Find Me Follow Me
Customize your line with a personalized dial plan (Find Me/Follow Me) that routes incoming calls however you want. Add multiple ring steps and redirect callers to various destinations like your cell phone or a colleague's extension.
Incoming calls are routed through your Find Me/Follow Me settings when your line is directly dialed, a call is transferred to your line, or your line is used in a Line & Voicemail node. However, these settings are overridden on a per-call basis when your line is used in a Simple Dial node or another user’s Find Me/Follow Me ring step.
- Sign in to the desktop or mobile app.
- From the desktop or web app, select your profile picture from the top right, select and then select Find me follow me.
- From the mobile app, select your profile picture from the top left, select Phone & voicemail and then select Find Me/Follow Me.
- Customize the following:
Option Description Ring Step Defines which extension(s) and number(s) to ring when someone calls the line. You can set up the line to ring more than one phone simultaneously by adding multiple numbers to a ring step or in sequence by creating multiple ring steps.Note: If you have Block Caller ID enabled on the phone number routed to the line, the External Caller ID will continue to be blocked as the call is routed to other ring step destinations.Pass–through Caller ID Controls which caller ID is displayed for ring steps that include external numbers.- When enabled, the caller ID of the original caller is displayed.
- When disabled, the line's External Caller ID is displayed.
Call Screening Direct connect: Connects immediately when you accept the call.
Confirm pick-up: Tells you the caller ID and then gives you the option to accept the incoming call. If you don't accept the call it will be sent to the next step in the dial plan.
Announce call: Tells you which extension was called and then gives the option to accept the incoming call. If you don't accept the call it will be sent to the next step in the dial plan.
Screen call: Prompts the caller to record their name and then gives the option to accept the incoming call. If you don't accept the call it will be sent to the next step in the dial plan.
Ring Time Defines the number of seconds the call rings before going to the next ring step. This is overridden by any Simple Dial nodes that reference the line in a dial plan.
No answer, send to Defines what happens if the call is never answered.
- Voicemail: Sends the caller to the line's voicemail.
- Internal: Sends the caller to a specified internal extension.
- External: Sends the caller to a specified external number.
- Transferer: If the call was transferred to the line, returns the call to the party that initiated the transfer. If the call was not transferred to the line, it hangs up on the caller.
- Hang up: Hangs up on the caller.
- Unspecified: Follows the No answer, send to ring step.
If calls fail, send to Defines what happens if the call fails, like in the case of an internet or power outage.
- Unspecified: Follows the No answer, send to ring step.
- Internal: Sends the caller to a specified internal extension.Note: To avoid routing calls to another device that is also affected by the same outage, we recommend using failover to an internal extension only if you have multiple locations on the same system (e.g., an office in Chicago and Dallas).
- External Number: Sends the caller to a specified external number.
- Select Save.
Change Your Lines and Buttons On Your Phone From GoTo
Most phones have one or more buttons (or sidecars) that you can customize to perform specific functions, like speed dial. Customize these settings to personalize your buttons as needed.
Make GoTo Your Default App for Outgoing Calls
Set the desktop app as your default app to avoid launching the wrong application when making an call.
Mac
- Open Facetime.
- Select Facetime in the menu bar and then select Settings.
- Select GoTo from the Default for calls options.
Windows
- Open search and then search for protocol.
- Select Choose a default app for each protocol.
- Scroll to TEL and then select GoTo.
Allow Camera and Mic Access
Give apps and websites access to use your camera and mic.
Google Chrome
- Go to a site that wants to use your camera and mic.
- Select the security status icon to the left of the web address.
- Select Allow for your camera and microphone.
Mac
- Go to .
- Unlock (select) the lock icon in the lower-left to allow you to make changes to your preferences.
- Select Camera and then enable the toggle next to an app () that needs camera access.
- Select Microphone and then enable the toggle next to an app () that needs mic access.
Windows
Firefox
Change Your Ringtone and Message Tone
Customize your sound alerts for incoming calls and messages.
- From the desktop or web app, select your profile picture in the top right and then select Settings.
- Expand Voice in the left sidebar and then select Audio.
- From Sounds, choose your Ringtone and Message tone.
Change Your Language Preferences
Customize your language preferences in .
- From the desktop or web app, select your profile picture in the top right and then select Settings.
- From Language in the left sidebar, choose your preferred language for the app.
Sync Your Calendar
Desktop & Web app
- Select your profile picture in the top right and then select Settings.
- Select Calendar in the left sidebar.
- Select Connect under the calendar you’d like to sync and then follow the instructions. Events in your calendar with a meeting link will now show in the left sidebar within Meetings.
Mobile app
- From the mobile app, select your profile picture from the top left.
- Select Meetings & events.
- Select Calendar sync and then choose the type of calendar you'd like to sync. Local calendar can be enabled along with a Google or Office 365 calendar. With Local calendar enabled, the app will scan your device calendar for any session with a valid link and then it will be displayed in your upcoming meetings.
- Select Connect and then follow the instructions. Events in your calendar with a meeting link will now show in the Upcoming tab within Meetings.
Change Your Audio Input and Output in the Desktop App
Desktop or Web app
Softphone Experience
- Select in the top right corner.
- Choose the Microphone, Speaker, and Ringer you’d like to use.
Use GoTo Connect Desktop, Web, and Mobile apps
Desk Phones
Check Your Voicemail
Check and manage your voicemail.
- A single voicemail box holds up to 99 messages. Once it is full, callers will be unable to leave new voicemail messages. Learn how to delete voicemails.
- If you have Delete Message After Sending enabled in your voicemail notification settings, your voicemails will be permanently deleted (we cannot retrieve them) once they are emailed.
- If you need to set up your voicemail greeting, click here.
- To forward your voicemails elsewhere, see the Voicemail Menu Guide for the steps.
Desktop or Web app
- Select Phone in the left navigation menu and then select Voicemail from the left panel.
- Hover over a voicemail message for options.
Mobile app
Personal Desk Phone
Other voicemail boxes (e.g., shared voicemail box)
- Dial *98 from your desk phone or app.
- Enter the extension.
- Dial your password (default 0000). Download your Voicemail Menu Guide.
Remote Phone
- Call your office extension.
- Press * when you hear the voicemail greeting begin.
- Dial your password (default 0000). Download your Voicemail Menu Guide.
Manage Chat, Text and MMS Messages
Manage Your Calls
Use Clio
Learn how to integrate your phone system with Clio.
Register to attend a complimentary Clio integration training here.