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How Do I Invite Multiple Users or Contacts When Scheduling an Appointment in Clio Grow?

Objective

  • Ensure that all relevant parties are informed of a calendar event or deadline
  • Contact everyone attending a meeting when scheduling an appointment

Environment

  • Clio Grow

Additional Information

  • n/a

Procedure

  1. In Clio Grow, go to the Matter you want to schedule an appointment for
  2. In the Add to workflow dropdown, click Schedule Appointment
  3. Add the information for the appointment, including the contact, date, and name
  4. Ensure that the Schedule with Confirmation Email checkbox is ticked
  5. Click Schedule
  6. Click Add CC
  7. Add any contacts or users you want to invite to the appointment, they will receive an email letting them know about the event
  8. Click Send Email
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