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Create billing entry in Clio for new Calendly invitees based on criteria

Create billing entry in Clio for new Calendly invitees based on criteria

Create billing entries for scheduled events in Clio when invitees book through Calendly. Filter criteria ensure accurate tracking of client interactions and time, leading to improved billing accuracy and client management.

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Overview

Create billing entries for scheduled events in Clio when invitees book through Calendly. Filter criteria ensure accurate tracking of client interactions and time, leading to improved billing accuracy and client management.

Create billing entry in Clio for new Calendly invitees based on criteria