- Send a reminder to a contact that has booked a meeting using Clio Scheduler.
- Clio Grow
- For more information on Clio Scheduler, click here.
- Navigate to the matter details page for the matter that the appointment is linked to.
- Find the workflow item for the appointment booking, it should say Scheduled in blue indicating the appointment is booked.
- Select Options.
- Select Edit Appointment.
- Select a reminder time prior to the scheduled appointment, and click Update Appointment.
NOTE: You will be able to schedule up to 5 reminders.