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Can I Reschedule Unpaid Appointments For Clients?

Question:

  • Can I edit a scheduled consultation?

Environment:

  • Clio Grow

Additional Information:

Answer:

If you have scheduled the initial Scheduler appointment, then you will have the option to edit the appointment date and time in Grow. When edited, it will update the Clio Manage calendar and move that appointment to the rescheduled time.

 

If you have sent a scheduling link to a client/lead, and the client/lead was the one who scheduled the initial appointment (or if it's a paid scheduler appointment, which requires the client to schedule a time), then it won't give you the option to edit/reschedule the appointment date and time. You would therefore have to cancel the initial appointment altogether and then schedule an entirely new one.

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