Do you have friends in your network who could benefit from Clio? Earn $250 for every friend that you refer! Find out how.

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 Edit Appointment.Screen_Shot_2022-09-13_at_1.35.19_PM.png
  5. Select a reminder time prior to the scheduled appointment, and click Update Appointment.Screen_Shot_2022-09-13_at_1.37.21_PM.png

NOTE: You will be able to schedule up to 5 reminders. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality