When an appointment has been scheduled with you using Clio’s legal appointment booking software, you’ll receive an email confirmation of the event and it will be automatically added to your Clio Manage calendar. If you have a third party calendar (such as Google Calendar or Outlook) synced to your Clio Manage calendar, the event will appear in those calendars as well.
For paid appointments, new Contacts and transactions will be automatically exported from Clio Grow to Clio Manage once an appointment has been booked and payment is confirmed. You will also receive a payment confirmation email. Clio Manage will automatically link payments received and record the transactions to the correct Contact.