Introducing The Law Community, the online community just for Clio customers. Sign up now.

Can I Link A Required Form To A Clio Scheduler Appointment?

Question:

  • Is it possible to require a Form to be completed when selecting an certain appointment type in Clio Scheduler?

Environment:

  • Clio Grow
  • Clio Scheduler

Additional Information:

  • n/a

Answer:

  • Currently, this feature is not available at this time. If you wish to see this feature in Clio, please submit a Feature Request via email to support@clio.com, or speak to one of our consultants over the phone 1-888-858-2546 x2 during our regular operating hours (Monday 12:00am - Friday 11:59 pm PT).

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality