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Why Did Another Matter Open Up When I Booked a Quick Appointment on Clio Grow?

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:

  1. Navigate to the Matter
  2. Select the drop-down menu under Add to workflow 
  3. Select Create New Appointment
  4. Fill out the following required sections 
    - Appointment Name
    - Duration
    - Date and time of the appointment from the calendar option
  5. Click on create appointment and continue to email
  6. Send Appointment Confirmation Email to the Lead
  7. Click Send Email
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