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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
  • How to share a Calendar to another User
  • Calendar Sharing Options

Environment:

  • Clio Manage

Additional Information:

  • If you are wanting to share your Calendar with all users use Firm as the Group
  • Free/Busy will show free or busy blocks within your Calendar

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 Permissions 
  8. Click Update Calendar
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