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Can Clio Scheduler Add Lead Info to the Calendar Event When An Appointment Is Booked

Question:

  • Is it possible for Clio Scheduler to populate the scheduled calendar event with lead info?
  • How can I get the Lead info to be included with the calendar event booked through Clio Scheduler?

Environment:

  • Clio Grow
  • Clio Manage
  • Clio Scheduler

 

 

Answer:

  • Currently, this feature is not available at this time. If you wish to see this feature in Clio, please submit a Feature Request via email to support@clio.com, or speak to one of our consultants over the phone 1-888-858-2546 x2 during our regular operating hours (Monday 12:00am - Friday 11:59 pm PT).

 

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