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How Do I Schedule Meeting Reminders to Send to Contacts Who Have Booked a Meeting Using Clio Scheduler?

Objective: 

  • Send a reminder to a contact that has booked a meeting using Clio Scheduler.  

Environment: 

  • Clio Grow

Additional Information: 

  • For more information on Clio Scheduler, click here

Procedure: 

  1. Navigate to the matter details page for the matter that the appointment is linked to.
  2. Find the workflow item for the appointment booking, it should say Scheduled in blue indicating the appointment is booked.Screen_Shot_2019-10-25_at_9.38.17_AM.png
  3. Select Options.
  4. Select Set auto-reminder.Screen_Shot_2019-10-25_at_9.39.24_AM.png
  5. Select a reminder time prior to the scheduled appointment, click Add reminder.Screen_Shot_2019-10-25_at_9.40.52_AM.png
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