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How to send a confirmation email with the 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 & Send Confirmation Email”
  9. Click “Create & Send Confirmation”
  10. Select an email template from the dropdown or use the default
  11. When ready to send the email click “Send”

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

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