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KCS - 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. Click Add Single Item and select Schedule Appointment
  3. Input the appointment details
  4. Select the appointment date and length
  5. Assign the appointment to a user’s calendar
  6. Choose to send a confirmation email
  7. Click Schedule to finalize the appointment
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