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Which Appointments Will Get Sent to the Lead Inbox?

Issue:

  • Even though I checked the radio button 'Add new appointments to lead inbox to allow for a confirmation', nothing shows up in the Lead Inbox

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

Only appointments shared via the public appointment link will show up in your Lead inbox.

Therefore, if you send an appointment link via Add to workflow option in a matter in Grow, that accepted appointment will not show up in the Lead inbox.

 

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