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Can I Create a New Appointment Type for Another User in Clio Grow?

Objective:

  • Creating appointment types for other users of Clio Scheduler

Environment:

  • Clio Grow

Additional Information:

  • Note: in order to set up a paid appointment type for another user, both the person creating the appointment type and the appointment host must have at least one of the Administrator, Accounts, or Billing user permissions in Clio Manage.

Answer:

Yes, Admin users can create appointment types for other users provided that the other user has enabled Calendar Sync with their Clio Manage calendar.

 

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