How to Schedule an Appointment in Clio Grow

From a template

1. Go to the appropriate matter’s page
2. Add the relevant workflow template to the matter via the Add a template or email campaign drop-down
3. Click Options and then Schedule Appointment on the matter checklist item
4. Set an appointment date
5. Choose the length of the appointment
6. Select which user’s calendar to send the appointment to
7. Choose to schedule with or without a confirmation email
8. Click Update Appointment when ready to create the appointment

As a single item

1. Go to the appropriate matter’s page
2. Click Add a single item and then Schedule Appointment
3. Set an appointment date
4. Choose the length of the appointment
5. Select which user’s calendar to send the appointment to
6. Choose to schedule with or without a confirmation email
7. Click Update Appointment when ready to create the appointment