San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

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. Create the appointment

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

 

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