Objective:
- Create an appointment via Clio Grow
- Create a Consultation booking
Environment:
- Clio Grow
Additional Information:
- n/a
Procedure:
As a single item
- Go to the appropriate matter’s page
- Click Add a single item and then Create New Appointment
- Select which user’s calendar to send the appointment to (under the Firm users field)
- Select the Appointment Type or leave it as Ad hoc
- Select Choose any time or Choose an available date and time to set the appointment date and time
- Leave the send email to contact box checked off OR uncheck it if you do not want to send an email confirmation to the contact
- Click Create appointment and continue to email when ready to create the appointment
- Review the email and edit if needed
- Click send Email
- (Optional) Add an Automatic Reminder by choosing from the dropdown menu
- Click Add Reminder
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
- Click "Add a reminder" to set a reminder. Also, you can add up to 5 reminders.