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Apptoto

Apptoto provides fully automated appointment reminders and integrates seamlessly with your Clio calendar. With powerful, flexible customization, your no-show rate will decrease while saving you time and energy to focus on managing your business.

  • Fully automate your appointment reminders as texts, phone calls, and/or emails.
  • Connect your Clio calendar and seamless integrate with your existing workflow. 
  • Stay informed. Apptoto can send you emails, texts, and write to your Clio calendar to let you know that clients have been reminded of their appointments and whether they have confirmed or cancelled their appointments.

To sign up for a 15-day free trial of Apptoto for Clio, visit apptoto.com/signup?for_clio=true

Contents

Connecting Apptoto to Clio
Using Apptoto with Clio

Connecting Apptoto to Clio

You will connect Apptoto to Clio while creating an account from their Clio sign-up page.

When you click on the "Connect to Clio" button, you will be prompted to authorize the connection to Clio.  

On the "Connect with Clio" screen, click the "Yes, Let's Connect" button (If you are not already logged in to your Clio account, you will be prompted to log in before you can connect).

Your Apptoto account is now synced with your Clio account, and has automatically imported the "Firm" calendar by default. 

Adding Additional Calendars

In your Apptoto account, go to your "Settings" and click on the "Calendars" tab. To sync a Clio calendar, click the "+Add" button.

In the "connect an existing calendar" window, click the Clio icon. 

Again, you will be prompted to authorize the connection to Clio.

Once authorized, you can select the Clio Calendar that you would like to sync to Apptoto. 

Apptoto will automatically pull client and Contact information from the events on your connected Clio Calendars.

Using Apptoto with Clio

Apptoto works with Clio by running in the background - syncing on an hourly basis to pull info from your Clio Calendars, appointments, and clients to send automated appointment reminders.

As Apptoto features robust customization options, visit http://www.apptoto.com/manual to learn about configuring Apptoto for your specifications.

For more information, visit the Apptoto support site for their Reference Manual, instructional videos, and FAQs.

You can contact Apptoto Support by calling 888-318-3765 or by email