How to Schedule a Quick Appointment in Clio Grow

Environment:

• Clio Grow

Additional Information:

• n/a

Procedure:

1. Click the dropdown arrow next to the Quick Intake button
2. Select Quick Appointment
3. Input the lead's first and last name
4. Enter the matter details
5. Enter the appointment name and description
6. Enter the appointment date and length
7. Choose which User’s calendar to send the appointment to
8. Choose Create Appointment or Create & Send Confirmation Email
9. Click Create appointment

Note: Choosing “Create & Send Confirmation Email” will require the user to know the lead's email address.