Scheduling appointments isn’t always the easiest thing to do. In fact, it can be a big hassle. Between the back and forth or limitations to your current method of booking appointments, you’re wasting time you could be spending with clients. Setting appointments should be a breeze, and it’s just that with Clio Scheduler, part of the Clio Suite.
Clio Scheduler offers a convenient and hassle-free online booking process for your clients, your firm, and you. By sharing the Scheduler booking link on your website, or directly with prospective clients, you’ll be able to provide your clients with a modern and streamlined booking process, grow your firm by being able to schedule more appointments and create a better overall experience for your clients.
With Clio Scheduler, the booking process is completely automated, while you maintain control over your calendar. To determine availability, Clio Scheduler syncs with your calendar and you can also let it know your availability preferences. From there, clients simply pick a day and time from your open calendar slots that align with your designated open times.
Your clients will receive confirmation of their appointment, you’ll receive a notification of a new appointment, and you can set scheduled reminders to help remind your clients of their appointment with you.
Clients can also easily cancel or reschedule appointments from the same interface. This, combined with the appointment reminders, helps reduce the risk of no-shows—saving you time and a potential headache. Clio Scheduler also securely saves the client and appointment information automatically into Clio so you’ll be able to manage client and intake data from one central place, keeping records aligned across your firm.
With the newly redesigned Clio Mobile app, you’ll be able to sync appointments and meetings across multiple devices and calendars, and you can sync events with Outlook and Google, to better coordinate and respond to client needs.
How to Get It
Clio offers a suite of powerful and user-friendly cloud-based tools—including Clio Manage and Clio Grow—to help attorneys run a more efficient practice. To learn more about Clio, Clio Scheduler, and how it can help your practice, visit clio.com today!
Last updated February 27th, 2020