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How to delete 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 “Cancel Appointment”
  4. Confirm the cancellation of the appointment
  5. To fully remove the appointment from the checklist, click “Options” and select “Remove Item”
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