Environment:
- Clio Grow
Additional Information:
- n/a
Procedure:
- Click the dropdown arrow next to the Quick Intake button
- Select Quick Appointment
- Input the lead's first and last name
- Enter the matter details
- Enter the appointment name and description
- Enter the appointment date and length
- Choose which User’s calendar to send the appointment to
- Choose Create Appointment or Create & Send Confirmation Email
- Click Create appointment
Note: Choosing “Create & Send Confirmation Email” will require the user to know the lead's email address.