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Can a Client Enter a Business Name When Using Clio Scheduler To Make a Payment?

Question:

  • Can a client enter their business name when booking a paid appointment through Clio Scheduler?
  • Can I have the business name show up in LawPay when a client uses their personal credit card to pay for an appointment in Clio Scheduler?

Environment:

  • Clio Grow
  • Clio Manage
  • LawPay

Additional Information:

  • When clients are booking a paid appointment through Clio Scheduler, they are unable to add any further details that would show up in LawPay or Clio Payments that would indicate which Business contact they are from. 

Answer:

Currently, this feature is not available in Clio. If you would like to see this feature added to Clio, please contact with your request and explain how this would benefit your firm.

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