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Create and manage client contacts in Clio from new Acuity Scheduling appointments

Create client contacts in Clio whenever a new appointment is scheduled in Acuity Scheduling. This ensures accurate management of client information, leading to faster onboarding and improved case management.

Create and manage client contacts in Clio from new Acuity Scheduling appointments

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Overview

Create client contacts in Clio whenever a new appointment is scheduled in Acuity Scheduling. This ensures accurate management of client information, leading to faster onboarding and improved case management.

Create and manage client contacts in Clio from new Acuity Scheduling appointments