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How to Schedule an Appointment in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Go to the desired Matter's page
  2. Navigate to Add to workflow
  3. Click Add Single Item and select Schedule Appointment
  4. Input the appointment details
  5. Select the appointment date and length
  6. Assign the appointment to a user’s calendar
  7. Choose to send a confirmation email
  8. Click Schedule to finalize the appointment

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