How to Connect Smith.ai to Clio Calendar

Crystal Field Updated by Crystal Field

There are a few ways to connect Smith.ai receptionists and chat with the Clio Calendar, depending on the way your business currently uses calendars.

The most straightforward way is to create one or more shared booking links using Clio Scheduler.

How to Connect Smith.ai to Clio Scheduler

Note: You will need to have Clio Grow and Clio Manager to set up and use Clio Scheduler.

  1. Connect your Clio Grow and Clio Manage accounts.
  2. In Clio Grow, navigate to Settings > Email & Calendar > Send events to Clio Manage calendar. Make sure “Add appointments to my calendar (required to enable Clio Scheduler)” is checked.
  3. Also in the Settings menu, navigate to “Scheduler.” There are a couple of example appointment types, but you should create new ones for your particular scheduling needs.
  4. Click “New Appointment Type.” Give your appointment type a clear name (like “Smith.ai Consultation”), location, instructions, and internal notes. Choose the action you'd like to take on new appointment bookings then click "Next."
  1. Set your availability and click “Next.”
  2. Edit any Advanced Booking Settings such as:
    • A minimum advance booking preference setting to prevent scenarios like same-day meetings.
    • A minimum buffer time between meetings setting so appointments can’t be booked back-to-back.
    • Start time increments setting to configure how often appointment start times are available each hour.
    Then click "Next."
  3. If you have payment collection enabled on your account, you may add the information for "Collect Payments" and hit "Create".
    Please note: Payment Collection is an add-on service for Starter, Basic, and Pro receptionist and chat plans, and will incur an extra fee. 
  4. Click “Copy link” next to your new appointment to copy the shared link to your clipboard.
  5. Send your link(s) to support@smith.ai with any instructions on taking appointments. We will begin scheduling new leads and current clients on your calendar within a day or two. This is what your shared link will look like to our receptionists:

Update Jan 2021: Your receptionist can now manually adjust the time zone when booking. This update allows our receptionists to book your leads even faster and more seamlessly!

If you don’t have Clio Grow, or you prefer using your Outlook, iCal, or Google calendar for scheduling, here are instructions on getting set up:

How to connect Smith.ai to Clio calendar using Outlook

  1. Set up bi-directional sync between Clio and Outlook (PC Only) using these instructions: https://help.clio.com/hc/en-us/articles/9289960611355-Calendar-Sync-and-Feeds
  2. Connect Smith.ai to Outlook using Microsoft Bookings: https://smithai.helpdocs.io/article/nr0cg7pei6-how-to-connect-smith-ai-to-office-365-or-outlook-with-microsoft-bookings
  3. To have your live chat agents or virtual receptionists schedule appointments for you, email your Bookings link(s) to support@smith.ai using the subject line “Bookings Link.” Be sure to include any specific directions for using this calendar.

How to connect Smith.ai to Clio calendar using Google Calendar

  1. Set up a bi-directional sync between Clio and Google: https://help.clio.com/hc/en-us/articles/9289960611355-Calendar-Sync-and-Feeds
  2. Connect Smith.ai to Google using Calendly: https://smithai.helpdocs.io/article/hb3go1woab-how-to-connect-smith-ai-to-calendly-and-google-calendar
  3. To have your live chat agents or virtual receptionists schedule appointments for you, email your Calendly link(s) to support@smith.ai using the subject line “Calendly Link.” Be sure to include any specific directions for using this calendar.

How to connect Smith.ai to Clio calendar using iCalendar

Note: this connection requires so many intermediary steps and programs, we doubt you will want to proceed. But for the tenacious among you, here’s how to set up this integration:

  1. Set up a bi-directional sync between Clio and Google: https://help.clio.com/hc/en-us/articles/9289960611355-Calendar-Sync-and-Feeds
  2. Connect your Google Calendar to your iCalendar by following these steps: https://support.google.com/calendar/answer/99358?hl=en
  3. Connect Smith.ai to your iCalendar using Calendly: https://smithai.helpdocs.io/article/o4f5n5a5pt-how-to-connect-your-i-cloud-apple-calendar-to-smith-ai
  4. To have your live chat agents or virtual receptionists schedule appointments for you, email your Calendly link(s) to support@smith.ai using the subject line “Calendly Link.” Be sure to include any specific directions for using this calendar.

Using Clio calendar with your Smith.ai chatbot

Create a shared booking link using one of the options above, and include it in your chatbot’s Q&A and/or Playbooks so your new leads and current clients can book appointments if they need to. And hey, once you’ve got your shared booking link set up, you might as well put a link to it on your site and add it to your email signature!

Please note: Appointment booking is an add-on service for Starter, Basic, and Pro receptionist and chat plans, and will incur an extra fee. 

Questions? Contact us!

If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.

If you're not yet a Smith.ai client, please schedule a free consultation to get started with our virtual receptionist services or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.

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