The 2020 Legal Trends Report is now available. Get the latest insights here.

How Do I Share My Calendar with Other Firm Members?

Objective:

  • How to share your Clio Calendar
  • How to share the Calendar in Clio
  • Calendar Sharing Options

Environment:

  • Clio Manage

Additional Information:

  • If you are wanting to share your Calendar with all users use Firm as the Group
  • Shared Calendars will show under your "Other Calendars" section as outlined HERE

Procedure:

  1. Click the Calendar tab
  2. Select the More button in the upper-right
  3. Select Calendar sharing
  4. Select the Calendar that you want to change Sharing Permissions for (only Calendars that you are the owner/creator of will show as options here)
  5. Scroll down and click Add Calendar Share
  6. From the Group dropdown select the user 
  7. Set Permission (overview of options HERE)
  8. Click Update Calendar
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality