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How to Set an Auto Reminder For an Appointment in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

You can set default automated reminder preferences that will apply to all meetings:
  1. Go to Settings
  2. Go to Appointments
  3. Click Set reminders
  4. Choose how far in advance of an appointment that a reminder will be scheduled for, and click Add a reminder to add up to 5 reminders scheduled at different cadences.
  5. Click Save reminders
You can also add or modify automated reminders when creating an appointment.
  1. Schedule an appointment on a Matter
  2. Click Add a reminder and choose when the reminder will be scheduled for. You can also adjust the cadence of existing reminders, or click the x next to a reminder to remove it.
  3. Click Create appointment to set up the appointment
You can also add reminders after an appointment has been scheduled.
  1. Go to the appropriate Matter
  2. Find the scheduled appointment on the Matter workflow
  3. Click Options, then Edit appointment
  4. Click Add a reminder and choose when the reminder will be scheduled for. You can also adjust the cadence of existing reminders, or click the x next to a reminder to remove it.
  5. Click Update appointment
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