New Clio Experience: Calendar

The new Clio experience includes a complete re-architecture of calendar events. This comes with enhanced performance and reliability, as well as a beautiful new, wider display. Date pickers make jumping into a date in the past or future quick and easy. Customers can now edit a single or future event, as well as delete single events in a series of events or future events only.

Contents

Video
Viewing the Calendar
Adding Calendar Events
Accessing Calendar Settings

Video

Viewing the Calendar

All of the calendar views have been fully re-imagined with modern form and function. Use the buttons at the top of the screen to switch between views.

Adding Calendar Events

You can add a Calendar event by:

  • Clicking the "Add event" button at the top right of the Calendar screen
  • Double-clicking (or clicking and dragging) on the calendar
  • Clicking the "Add" button on the Calendar tab of a Matt
  • Clicking the "Create New" button at the top-right corner of Clio and selecting "Event"

This displays the new "Add event" screen. On this screen, you can fill in the details of your event, as well as add attendees and reminders.

Accessing Calendar Settings

To add a new calendar, access calendar settings, and set up calendar sharing, use the "More" dropdown at the top of the screen. 

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