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How do I Change the Location of an Appointment Date in a Clio Grow Email Template?

Objective:

  • How can I move the appointment date to the top of the email?
  • Can the appointment date be moved above the body message?
  • Can I have the appointment time appear elsewhere in the email?

Environment:

  • Clio Grow

Additional Information:

How to Create an Appointment in Clio Grow

Procedure:

Continue through with the normal workflow for creating and sending an appointment email to a client. At the final stage before sending the email:

  1. Highlight the text that says "Your Appointment Time: __________".
  2. Copy and cut that information.
  3. Paste the information at the top of the email, or anywhere else you would like it to appear.
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