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How to Share a Calendar Event with a Contact or Firm Member

Objective:

  • Sharing a Calendar Event with a Contact 
  • Share Calendar
  • Contact Invite

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Select Calendar 
  2. Select Add Event 
  3. Type a Title for the Event in the Title field
  4. Type the Contacts name in the Find firm users or contacts to invite field 
  5. You can include Location information in the Location field 
  6. Assign a Start and End time 
  7. Assign a Matter in the Matter field if applicable 
  8. Include more details in the Description field 
  9. Select Save Event 

 

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