Objective:
- Sending reminder emails for appointments
- How to notify prospective clients of an upcoming appointment
Environment:
- Clio Grow
Additional Information:
- n/a
Procedure:
Automatic Reminder
- Go to the appropriate matter
- Find the scheduled appointment on the matter workflow
- Click Options and then Edit Appointment on the matter checklist item
- Click on Add Reminder and select a time to remind the contact about the upcoming appointment
- Click Update Reminder to save the reminder time
Manual Reminder
- Go to the appropriate matter
- Find the scheduled appointment on the matter workflow
- Click Options and then Send Reminder on the matter checklist item
- Review the reminder email
- Click Send Email to send the reminder email