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How Do I Add Form Link to Appointment in Grow

Objective:

  • Have a client fill out form when booking an appointment

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Copy public form link
    1. Click Forms on the left
    2. Click Templates at the top
    3. Click the dropdown arrow beside the Edit button on the right of the template name
    4. Click the Form is public toggle to turn it on
    5. Click Copy link to public form
    6. Click Exit Templates on the top left 

  2. Paste it into the Instructions/Event description of an appointment
    1. Click Settings 
    2. Click Appointment Types
    3. Click the 3 dots ... above Copy link button of the appointment
    4. Click Edit
    5. Click Appointment Information
    6. Paste the form link you copied earlier into the Instructions/Event description with any additional instructions you would like to add
    7. Click Save and Close
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