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Can You Use Clio Scheduler to Book Appointments Without Creating a Matter in Clio Grow?

Question:

  • How Can I Book An Appointment with Clio Scheduler Without Creating a Matter in Clio Grow?
  • Can You Book Appointments for Existing Clients on Clio Manage Without Generating a Matter in Clio Grow Using Clio Scheduler?

Environment:

  • Clio Grow

Additional Information:

  • To Learn How to Schedule Meeting Reminders to Send to Contacts who have Booked a Meeting Using Clio Scheduler, click here
  • To Learn How to Schedule an Appointment on Behalf of My Client Using Clio Scheduler, click here

  • To learn How Do I Send a Booking Link to an Existing Contact to Schedule an Appointment in Clio Grow, click here

Answer:

No, not at this time. When prospective leads and clients book an appointment using Clio Scheduler, it will prompt to generate a Matter within Clio Grow either through the Lead Inbox or Matter Pipeline.

 

If you would like this added a Feature Request, please reach out to us via Live Chat, call us at 1-888-858-2546 ext. 2, or send us a email at support@clio.com

 

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