Question:
- Why Did a Matter Open Up When I Booked a Quick Appointment on Clio Grow?
- Why Did a Duplicate Matter Open Up When I Booked a Quick Appointment on Clio Grow?
Environment:
- Clio Grow
Additional Information:
- To Learn How to Delete a Quick Appointment in Clio Grow, click here
- To Learn How to Edit a Quick Appointment in Clio Grow, click here
- To Learn How to Schedule an Appointment on Clio Grow, click here
Answer:
The Quick Appointment Button is intended to create a new appointment for a lead. Hence, creating a new matter. If you are looking to book an appointment for an existing lead or Matter in Clio Grow, please follow the steps below:
- Navigate to the Matter
- Select the drop-down menu under Add to workflow
- Select Create New Appointment
- Fill out the following required sections
- Appointment Name
- Duration
- Date and time of the appointment from the calendar option - Click on create appointment and continue to email
- Send Appointment Confirmation Email to the Lead
- Click Send Email