During the creation of an appointment:

  • Schedule an appointment on a matter under the workflow timeline
  • Fill in all appointment details and click “Schedule” to setup the appointment 
  • Confirm email if necessary
  • Add an auto-reminder to the client from the dropdown menu 
  • Save by clicking “add reminder”

After the appointment has been created:

  • Go to the appropriate matter
  • Find the scheduled appointment under the matter workflow
  • Click “Options” on the right and then “Set Auto Reminder” on the matter checklist item
  • Select a time to remind the contact about the upcoming appointment
  • Click “Add Reminder” to save the reminder time

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