This article may be out of date!
Visit the New Knowledge Center

How to Send a Reminder for a Quick Form in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • Note: This is only possible if the form is sent by email

Procedure:

  1. Navigate to the Matter created by the Quick Form
  2. Find the appointment in the Workflow
  3. Click Options and select a due date
  4. Click Update Due Date when done
  5. From the Options choose Update Due Date/Set Auto Reminder
  6. Select a time to automatically remind the Contact
  7. Click Save Reminder
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality