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How to Create an Email Template in Clio Grow

Environment:

  • Clio Grow

Additional Information:

To learn more about the different types of email templates click here.

Procedure:

  1. Go to Settings
  2. Click on Emails Templates
  3. Create your new email template by clicking one of the following:
    • New Send Form Template
    • New Send Document Template
    • New Appointment Confirmation Template
    • New Other Email Template
  4. Give the template a title
  5. Create a subject line
  6. Enter the body of the template
  7. Click Save to save the template
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