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

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

When creating an appointment

  1. Schedule an appointment on a Matter
  2. Click Schedule to set up the appointment
  3. Send confirmation email if necessary
  4. Select a time to remind the contact about the upcoming appointment
  5. Click Add Reminder to save the reminder time

After the appointment has been created

  1. Go to the appropriate Matter
  2. Find the scheduled appointment on the Matter workflow
  3. Click Options and then Set Auto Reminder on the Matter checklist item
  4. Select a time to remind the contact about the upcoming appointment
  5. Click Add Reminder to save the reminder time

 

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