Environment:
- Clio Grow
Additional Information:
- n/a
Procedure:
From a template
- Go to the appropriate matter’s page
- Add the relevant workflow template to the matter via the Add a template or email campaign drop-down
- Click Options and then Schedule Appointment on the matter checklist item
- Set an appointment date
- Choose the length of the appointment
- Select which user’s calendar to send the appointment to
- Choose to schedule with or without a confirmation email
- Click Update Appointment when ready to create the appointment
As a single item
- Go to the appropriate matter’s page
- Click Add a single item and then Schedule Appointment
- Set an appointment date
- Choose the length of the appointment
- Select which user’s calendar to send the appointment to
- Choose to schedule with or without a confirmation email
- Click Update Appointment when ready to create the appointment