Objective: 

• Can I create new Clio Scheduler appointment types?
• Can I Pick Specific Default Dates and Times for Online Scheduling?
• Appointment Type
• Clio Scheduler

Environment: 

• Clio Grow 

Additional Information:

• For more information on Clio Scheduler, click here. 
• Appointment types are templates you can create for events. By creating a template with pre-configured settings, you can quickly schedule meetings. 
• Appointment types are editable.
• For information on setting up paid appointment types, see here.
• Clio Grow must be synced with a Calendar from Clio Manage.

Procedure:

1. Go to Settings > 'Appointment Types' (or may say 'Scheduler'). 
2. Click New appointment type.
3. Configure the following settings for your appointment type:

• Appointment Information

  • Appointment name (required): e.g. Initial Consultation, 30 min meeting, etc.
  • Location: this could be a physical location like your office, a phone number to call, or a link for an online video-conference meeting.
  • Instructions / Event description (required): this is a public description that prospective clients will see on the Scheduler page when picking a date & time for an appointment.
  • Internal note: This will only be displayed internally, appended to the event's description in the selected calendar.
  • On appointment booking:
    • Add new appointments to lead inbox to allow for a confirmation: booked appointments will appear in the lead inbox to be either accepted or declined.
    • Add new appointment directly to the pipeline (this can potentially create duplicate contacts): specify which column on your intake pipeline you want new leads created via this appointment booking workflow to be added to (Note: you can add or edit Pipeline columns under Matter Statuses on the Settings > Matters page).
  • Click Next to save & continue. 

• Basic booking settings

  • Duration (required): select the length of time in 15-minute increments.
  • Recurring availability: select which day(s) and time slots that are available to book this type of appointment. You can select multiple time intervals on the same day (e.g. 9-11am & 1-3pm on Mondays).
  • Click Create to save your new appointment type.

• Advanced booking settings
  

  • Start time increments: select how often appointment times are available each hour
  • Minimum advance booking: select the minimum amount of hours required between the time of booking and the scheduled appointment time
  • Appointment buffers: select the amount of buffer time before and/or after an appointment
  • For more information on Advanced booking settings, click here

• Collect payments settings

  • Collect payments: check if this is a paid appointment
  • Amount: specify the dollar amount of the appointment
  • Linked bank account: select which bank account payment will be deposited into
  • Record payment as fees earned: select when a “funds out” transaction will be recorded. For more information on Clio Scheduler + Payments for paid appointments, click here.

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