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How Do I Send an Event Notification by Text Message?

Objective:

  • How to send a text message notification to a client for a calendar event

Environment:

  • Clio Manage

Additional Information:

  • You must first have text message notifications enabled - see here for instructions on enabling them
  • The client attendee must have a phone number attached to a client

Procedure:

When creating an event, 

  1. Add attendee
  2. Check the box for Notify via text
  3. Click Save event

 

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