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Can I Remove the Purple Booked Appointment Label on the Matter Pipeline in Clio Grow?

Question:

  • How Can I Remove the Purple Booked Appointment Label on the Matter Pipeline in Clio Grow?
  • Is There a Way to Delete Purple Booked Appointment Label on the Matter Pipeline in Clio Grow?
  • Will the Purple Booked Appointment Highlight Disappear After the Appointment is Completed?

Environment:

  • Clio Grow

Additional Information:

  • To Learn Why Some Clients With Scheduled Appointments Show in Purple Highlight in the Grow Pipeline, click here

Answer:

No, not at this time. The Booked Appointment label signifies that an appointment is booked via Clio Scheduler on the Matter pipeline in Clio Grow and cannot be removed. 

If you would like to see this feature added to Clio, please contact support@clio.com with your request and explain how this would benefit your firm.

 

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