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Can a Client Choose Between Appointment Types From an Appointment Workflow Email?

Question:

  • Can the client choose an appointment type when invited from the Create New Appointment workflow? 

Environment:

  • Clio Grow

Additional Information:

  • Only the sender can specify the appointment type when using the Create New Appointment workflow from a Matter

Answer:

Not at this time. If you would like to submit this as a Feature Request, please contact us either through email support@clio.com, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2. 

 

Workaround: Create an Email Template with your Firm Scheduler link, allowing the recipient to choose between appointment types. Go to:

 

1. Settings

2. Scheduler Settings

3. Copy link (Under Firm Scheduler)

4. Select Email Templates

5. New "Other" Template 

6. Paste the Firm link within the Body of the Email, and customize as desired. 

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