Environment:
- Clio Grow
Additional Information:
- n/a
Procedure:
You can set default automated reminder preferences that will apply to all meetings:
- Go to Settings
- Go to Appointments
- Click Set reminders
- 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.
- Click Save reminders
You can also add or modify automated reminders when creating an appointment.
- Schedule an appointment on a Matter
- 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.
- Click Create appointment to set up the appointment
You can also add reminders after an appointment has been scheduled.
- Go to the appropriate Matter
- Find the scheduled appointment on the Matter workflow
- Click Options, then Edit appointment
- 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.
- Click Update appointment