GoTo Connect

Getting Started Guide for Clio Users

1Create Your Account

In order to use the GoTo app, you must have an active account.

  1. Verify that your Admin has already added you as new user in the administration portal.
  2. Ask your Admin if an invitation email has been sent to you or if you will need to register using the link in the next step.
  3. We are in the process of migrating all accounts to the invitation email, but if your account has not been migrated yet, you will need to register your email address here: https://onjive.com/register
    NOTE: Make sure your Business Email Address matches the Email your Admin added beforehand. If there is a mismatch, you will not be able to sign in. If you are unsure, ask your Admin.
  4. If an invitation email (welcome email) has been sent, follow the link in the email to activate your account.

2Set Up Your Apps & Phone

Choose your phone preference, you're welcome to use multiple options:

3Sign In To Your Account

After creating a new account there are various ways you can sign into your account.
Note: If you are having trouble signing in, check out troubleshooting steps.

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  1. Go to https://app.goto.com or open the GoTo app.
  2. Select Sign in.
  3. Enter your email address for GoTo and then select Next.
  4. Enter your account password and then select Sign in.
  5. If prompted, verify your login.
Note: Your organization's IT admin must have single sign-on enabled for your organization.
1. Go to https://app.goto.com or open the GoTo app.
2. Select Sign in.
3. Enter your company email address and then select Next.
4. If you are not automatically redirected, select Company ID.
5. You will be redirected to your company's sign-in page, where you can sign in with your company credentails.
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.
Important: You must first sign in to your GoTo account using your email address and password in order to connect a social media account.
  1. Go to https://app.goto.com or open the GoTo app.
  2. Select Sign in.
  3. At the bottom of the screen, choose your social media sign in option for Facebook, Google, LinkedIn, or Microsoft. If you do not see this option, that's because you haven't connected your social media account yet. Sign in using your GoTo email address and password and connect a social media account.
  4. Follow the instructions to select your social account (if applicable) and then sign in on your social media sign-in page.
  5. To access your GoTo account in the future, if you are already signed into the social media provider, you can launch GoTo with no further sign in steps. If you are not signed into your social media provider, you will be prompted to sign in using that account again.

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4Set Up Your Preferences

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GoTo Desktop & Web:
  1. Select the line selector dropdown in the bottom-left.
  2. Choose your preferred line and phone to use for all calls.

GoTo Mobile:
Watch Video
  1. Select your profile picture in the top left.
  2. Select Active extension.
  3. Choose your line and then select Done.
Set up your voicemail box with custom greetings, email notifications, retrieval options, and more.
  1. Sign in to the desktop or web app.
  2. Select your profile picture in the top right and then select Settings.
  3. Expand Voice in the left sidebar and then select Voicemail.
  4. From Notifications, enable Voicemail-to-email and then enter your email address to receive new message notifications. You can only send notifications to a single email address. To deliver notifications to a group, use an email alias (e.g., sales@guthrie.com) or create an auto-forward rule in your email client. Use a specially formatted email address provided by your cell phone carrier to send notifications via text message (SMS). Check with your carrier for more details.
  5. Optional: Enable Attach voicemail recordings and then choose the format:
    6. OptionDescription
    .wav49Smaller file size (default, recommended).
    .wavLarger file size, better compatibility with mobile devices.
    .mp3 Smaller file size.
  6. Optional: Enable Delete messages after emailing. Deletion is permanent (we cannot retrieve deleted messages) and will prevent voicemail management from a phone, GoTo, and our mobile app.
  7. Optional: From Voicemail box, enable Voicemail transcription to review voicemail transcriptions in the GoTo mobile app or from your voicemail email notification.
  8. Optional: Enable Message review to give your callers the option to press # to listen to their message and optionally re-record it. There is no prompt for callers to press # after recording their voicemail. Make sure to include these instructions in the voicemail greeting.
  9. Optional: Enable Escape to operator and then choose an extension to allow your callers to press 0 to be transferred, rather than leaving a message.
  10. Optional: Select Change password to change your voicemail password.
    • The default password is 0000.
    • Your password must be at least four digits.
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.
Watch Video
About this task: 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.
  1. Log in to the desktop or mobile app.
  2. From the desktop or web app, select your profile in the top right, select Settings > Voice and then select Find me follow me.
  3. From the mobile app, tap your profile picture in the top left, select Phone and then tap Find Me, Follow Me.
  4. Customize the following:
    5. OptionDescription
    Ring StepDefines 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 you 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 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.
    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 TimeDefines 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 toDefines 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.
     If call fails, send toDefines 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. 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.
  5. Select Save.
Most phones have one or more buttons (or sidecars) that you can customize to perform specific functions, like speed dial. Customize these settings in GoTo to allow you to personalize your buttons as needed.
Before you begin: In order to customize your phone's lines and buttons from GoTo, a system admin must enable Allow user to change all Speed Dial buttons in GoTo ( Devices > User's device > Button Configuration) from the admin portal.
  1. Sign in to the desktop or web app.
  2. Select your profile picture in the top right and then select Settings.
  3. Expand Voice in the left sidebar and then select Device Buttons. If you are assigned to multiple devices, choose the desired device from the drop-down menu.
  4. Select Add Button.
  5. Choose the extension (Button number) you want assigned to the button.
  6. Edit the button Label. The button label overrides the line name.
  7. Choose the desired button Type:
OptionDescription
Call ParkAdds a call parking spot to the button to park calls to a specific spot with presence monitoring. Enter a label for the button and then a parking spot for the extension (e.g., 8).
Note: Supported on Cisco MPP, Polycom, and Yealink only.
LineAdds a line to the button.
Note: Duplicated line assignments are only supported on Polycom VVX. The button labels on multiple appearances for the same line will display as “Label 1”, “Label 2”, etc.—these labels cannot be changed.
Monitored ExtensionAdds an extension to the button for speed dial and presence monitoring with BLF (Busy Lamp Field). Watch Video
Note: Not all phones support this feature.
On Phone DefinedAllows the phone to have functionality manually assigned to the button that cannot be overwritten by provisioning.
Speed DialAdds an extension to the button for speed dial. Watch Video
Note: Not all phones support this feature.
8. Select Apply and then select Save.

What to do next: You may need to resync your device to view your changes.
Watch Video
Mac:
  1. Open Facetime.
  2. Select Facetime in the menu bar and then select Settings.
  3. Select GoTo from the Default for calls options.

Windows:
  1. Open search and then search for protocol.
  2. Select Choose a default app for each protocol.
  3. Scroll to TEL and then select GoTo.
SystemHow-to
Google Chrome
  1. Go to https://app.goto.com.
  2. Select the security status icon to the left of the web address.
  3. Select Allow for your camera and microphone.
Mac
  1. Go to Apple Menu > System Preferences > Privacy & Security.
  2. Unlock (select) the lock icon in the lower-left to allow you to make changes to your preferences.
  3. Select Camera and then enable the toggle next to an app (GoTo) that needs camera access.
  4. Select Microphone and then enable the toggle next to an app (GoTo) that needs mic access.
Windows
  1. Go to Start menu > Settings > Privacy.
  2. Select Camera in the left sidebar and then enable access for the app (GoTo) that needs camera access. If this option is grayed out, make sure Let apps use my camera hardware is enabled.
  3. Select Microphone in the left sidebar and then enable access for the app that needs to use the mic. If this option is grayed out, make sure Let apps use my microphone is enabled.
Firefox
  1. Go to https://app.goto.com.
  2. From the pop up, select your camera and/or microphone. Select Remember this decision to set your selections as default.
  3. Select Allow.
SafariFull functionality is not supported.
Customize your sound alerts for incoming calls and messages.
Note: Custom ringtones for specific lines or contacts are not available at the present time.
GoTo Desktop & Web
  1. Select your profile picture in the top right and then select Settings.
  2. Expand Voice in the left sidebar and then select Audio.
  3. From Sounds, choose your Ringtone and Message tone.

GoTo Mobile
Not available at present time.
Note: These steps only change the language inside of GoTo. Contact your system admin to change the language of voice prompts used in the voicemail menu or with star codes, etc.
GoTo Desktop & Web
  1. Select your profile picture in the top right and then select Settings.
  2. From Language in the left sidebar, choose your preferred language for the app.

GoTo Mobile
Not available at present time.
Sync your Office 365 or Google calendar with GoTo.
GoTo Desktop & Web
Watch Video
  1. Select your profile picture in the top right and then select Settings.
  2. Select Calendar in the left sidebar.
  3. Select Connect under the calendar you'd like to sync and then follow the instructions.
Events in your calendar with a GoTo meeting link will now show in the left sidebar within Meetings.

GoTo Mobile
Watch Video
  1. Tap your profile picture in the top left.
  2. Tap Calendar Sync.
  3. Tap the calendar you'd like to sync and then follow the instructions.
Events in your calendar with a GoTo meeting link will now show in the Upcoming tab within Meetings.
Change which audio devices to use during your calls and meetings.

1. Log in to the desktop or web app.
2. Select your profile picture in the top right and then select Settings.
3. Expand Voice in the left sidebar and then select Audio.
4. From Input and output, choose the Microphone and Speaker you'd like to use.

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5Use GoTo Connect

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For desk phones, see your phone guide for more specific tasks.
  • A single voicemail box holds up to 99 messages. Once it is full, callers will be unable to leave new voicemail messages.
  • 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.

DeviceHow-to
GoTo Desktop & Web
  1. Select Phone in the left navigation menu and then select Voicemail from the left panel.
  2. Hover over a voicemail message for options.
GoTo MobileWatch Video
  1. Select the phone icon.
  2. Select Voicemails.
  3. Select the play icon to listen to a voicemail. Select a voicemail entry for additional entries.
Personal Desk PhoneWatch Video
See your phone guide to learn where to find voicemail on your phone.
  1. Dial *99 from your phone or press the Messages key.
  2. If there are multiple lines assigned to the device, select the desired line before completeting these steps.
  3. Dial your password (default 0000). Download your Voicemail Menu Guide.
Other voicemail boxes (e.g., shared voicemail box)Watch Video
  1. Dial *98 from your desk phone or GoTo.
  2. Enter the extension.
  3. Dial your password (default 0000). Download your Voicemail Menu Guide.
Remote Phone
  1. Call your office extension.
  2. Press * when you hear the voicemail greeting begin.
  3. Dial your password (default 0000). Download your Voicemail Menu Guide.

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6Use Clio

Learn how to integrate your phone system with Clio.

Register to attend a complimentary Clio integration training here.


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