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Can a Client's Name, Email, Phone Number and Description Populate After They Schedule an Appointment from Grow Scheduler to the Clio Manage Calendar Event?

Objective:

  • Show name, email, phone number and description that clients fill out when scheduling an appointment onto the Clio Manage calendar

Environment:

  • Clio Scheduler & Clio Manage

Additional Information:

  • n/a

Answer:

Not at the moment.

You would need to copy and paste that information from the client/matter in Grow into the Clio Manage calendar event.

If you would like to vote for this feature, please email us at support@clio.com.

 

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