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How to schedule a quick appointment in Clio Grow


  • Clio Grow

Additional Information:

  • n/a


  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.


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