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How Do I Add a Booking to an Existing Matter in Grow?

 

Question:

  • Can I add an appointment to an existing Matter in Clio Grow?
  • Can I link an Appointment from the Lead Inbox to an existing Contact or Matter in Grow? 

Environment:

  • Clio Grow

Additional Information:

  • To edit an appointment type to be captured in the Lead Inbox, see here.
  • If Clio Grow doesn't find the contact or matter you would like to attach the booking to, you can use the “didn’t find the contact/matter you’re looking for?” button to search for the appropriate matter and contact.

Answer:

Steps:

1. Click on Inbox at the top-right of Clio Grow, and select the Appointments Tab

2. Click on the “Add” button from the Appointment tab in the Lead Inbox for the desired appointment

3. Grow will use the name and email to try and find a matching Contact and Matter

4. Select the desired existing Contact and Matter

 

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