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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 booking in Clio Grow?

Environment:

  • Clio Grow

Additional Information:

  • 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 in the top right of the Clio Grow Window and select the Appointments Tab

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

3. Grow will use the name, email to try and find a matching Contact and Matter and you can select the applicable option

 

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