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How to Edit a Quick Appointment in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Go to the desired matter's page
  2. Find the appointment in the workflow template
  3. Click “Options” and then select “Edit Appointment”
  4. Make the necessary changes to the appointment
  5. Click “Update Appointment” to save the changes
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