Introducing The Law Community, the online community just for Clio customers. Sign up now.

How Do I Schedule an Appointment on Behalf of My Client Using Clio Scheduler?

Question:

  • How to set up an appointment on the Client's behalf and send them an event notification.

Environment:

  • Clio Grow 

Additional Information:

  • n/a

Procedure:

  1. Go to the Matter detail page for a specific matter
  2. From the Workflow tab, select Create New Appointment from the Add to workflow dropdown menu
  3. In the "Create New Appointment" pop-up: 
    -Select Contact (this will auto-populate to the primary contact on the Matter)
    -Select Calendar (this is the Clio Manage calendar the event will be created on) (Note: you can select from other Grow users’ calendars, provided they have also set up their Grow account to sync with their Clio Manage calendar, steps to do this are in this help article)
    -Select Appointment Type (this field will default to "Ad Hoc" and is optional) 
  4. Under How do you want to schedule your appointment?, select Choose an available date and time, and then select the desired date based on your availability
  5. Select Create appointment and continue to email

 

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