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Why is a New Contact and Matter Created when a Client Schedules an Appointment with Clio Scheduler?

Issue:

  • Why is a new Contact/Matter created when they schedule an appointment with Clio Scheduler?

Environment:

  • Clio Grow

Additional Information:

Cause:

A general appointment link was sent to the client to set up the appointment

Resolution

  1. Create a New Appointment from the Matter and email scheduling link to contact
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