- Can I book a paid Clio Scheduler appointment for my Client?
- Clio Grow
- What Does a Prospective Client Receive After Booking an Appointment Using Clio Scheduler?
- Key Resources: Clio Scheduler
- Follow steps 1-4 in this article. ** Do not click the 'Send email' button **
- Click the blue link in the body of the email, directly.
- Complete the paid booking flow on your Client's behalf, including entering their payment info.
- After completing the paid booking flow, you can simply close out the email modal because the appointment is now booked. Your Client will receive both an appointment confirmation email and a payment transaction email (aka receipt).
Please note: If you were to send the prospect the appointment invitation email anyways, once the blue link in the email is clicked, the Client would be automatically redirected to their appointment confirmation page, as their appointment has already been booked. Therefore, avoiding a duplicate appointment from being booked.