How to Send Email Notifications to Clio Connect users for Newly Assigned Calendar Events

Objective:

  • Notify Clients by email when new appointments are booked

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to the main Calendars tab 
  2. Click Add Event
  3. Fill out relevant information
  4. Click Invite Contacts via Clio Connect
  5. Invite the client's Contact
  6. Create Calendar Entry

 

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