google calendar appointment slots not showing up

Linked bank account: Select the bank account that the collected payment funds will be deposited into.

Amount: Enter the amount due for this appointment type.

Matter status applied to these new leads: Select the matter status that will be applied to any new leads that book and pay for this appointment type.

Check the box for Collect payments for this appointment if you want clients to always pay for this appointment type when booking their appointments.

Note: You can only collect payments if you have Clio Payments enabled, are located in North America, and have at least one of the following permissions: administrator, accounts, or billing.

Under Reminder email, select the email that will be sent to remind the prospective client of their upcoming appointment.

Under Confirmation email, select the email that will be sent to confirm the prospective client's appointment.

Optional: Click View templates to see a preview of the listed templates.

Under Current email template, select the appropriate email template.

Under Invitation email, select the email template that will be sent once a prospective client books an appointment via the Clio Scheduler booking link.

Learn more about creating email templates here. You can also create multiple email templates for each. When your prospective client books an appointment via the Clio Scheduler booking link, you can choose which emails they receive for appointment invitation, confirmation, and reminder.

Paid appointments will be added to your Pipeline. Once a prospective client books an unpaid appointment, it will be added to your Lead inbox.

You can add appointment types to Clio Scheduler to allow prospective clients to book appointments themselves. In Clio Grow, appointment types are templates of appointments that you commonly schedule with prospective clients.

Ensure that the box for Add appointments to my calendar is checked.

If no matching calendar can be found, you will need to manually select a calendar. The calendar will automatically connect to the Clio Manage calendar that matches your username in Clio Grow.

In the Send events to Clio Manage calendar section, click Connect with Clio Manage.

You can connect both products in Clio Grow. Note: All settings and appointment setups are done in Clio Grow.īefore using Scheduler, you need to connect your Clio Grow and Clio Manage accounts and then enable Clio Grow appointments to appear in your Clio Manage calendar.

Google calendar appointment slots not showing up