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How to Send a Reminder Email for an Appointment in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

Automatic Reminder

  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

Manual Reminder

  1. Go to the appropriate matter
  2. Find the scheduled appointment on the matter workflow
  3. Click Options and then Send Reminder on the matter checklist item
  4. Review the reminder email
  5. Click Send Email to send the reminder email
 
 

 

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