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How Do I Invite Multiple Users or Contacts When Scheduling an Appointment in Clio Grow?
- Ensure that all relevant parties are informed of a calendar event or deadline
- Contact everyone attending a meeting when scheduling an appointment
- In Clio Grow, go to the Matter you want to schedule an appointment for
- In the Add to workflow dropdown, click Schedule Appointment
- Add the information for the appointment, including the contact, date, and name
- Ensure that the Schedule with Confirmation Email checkbox is ticked
- Click Schedule
- Click Add CC
- Add any contacts or users you want to invite to the appointment, they will receive an email letting them know about the event
- Click Send Email