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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
  • Calendar sharing
  • Calendar permissions
  • View other users calendar
  • How can other users view my calendar
  • Why can't others see my calendar

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

    calendar_sharing_edit.png

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

 

calendar_shareing.png

6. From the Group dropdown select the user 

7. Set Permission (overview of options HERE)

permissiong_calendar_sharing.png

8. Click Update Calendar

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