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How to Reschedule/Edit an Appointment in Clio Grow


  • Clio Grow

Additional Information:

  • n/a


  1. Go to the appropriate matter’s page
  2. Find the appointment on the matter workflow
  3. Click Options and then Edit Appointment on the matter checklist item
  4. Select the new date and time and change any other applicable information
  5. Choose to schedule with or without a confirmation email
  6. Click Update Appointment when ready to save the updated information and reschedule the appointment
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