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How Do I Send a Form and a Booking Link in the Same Email?

Question:

  • Can I send an Intake Form to a Client at the same time as emailing them to schedule an Appointment?
  • Can I send an Intake Form to a Lead at the same time as sending them an appointment confirmation?

Environment:

  • Clio Grow

Additional Information:

  • N/A

Answer:

While there is no direct way to prepare and send a Form and an Appointment Booking Link at the same time to a Client, you can prepare them separately and send them in the same email by following the steps listed below:

 

Part 1: 
  1. Go to the desired Matter
  2. Click Add single Item underneath Add to Workflow or if using a Workflow template click on Options
  3. Select Prepare Form
  4. Select a form from the dropdown
  5. Click Get form link
  6. Copy the Form Url
  7. Close the window using the Save & Exit button

Part 2: 
  1. Go back to the desired Matter
  2. Click Add Single Item underneath Add to Workflow or if using a Workflow template click on Options
  3. Select Create New Appointment (see HERE for steps)
  4. Click Create appointment and continue to email
  5. In the email, add text instructing the client to fill out the form (e.g., "Click HERE to fill out the form")
  6. Highlight the text
  7. Click the link icon in the ribbon and insert the form link 
  8. Send the email

 

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