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Why Am I Unable to Setup to Collect Payments on My Clio Scheduler Payment Link?

Question:

  • Clio Scheduler Payment Link does not Allow for Payments to Be Collected?
  • Unable to Collect Payments via Clio Grow Payment Link?

Environment:

  • Clio Grow

Additional Information:

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Answer:

When preparing the Clio Scheduler Payment (Appointment Type), make certain the option "Add new appointments directly to pipeline" is selected, in order to be able to collect payments from clients when they schedule a new appointment.

 

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