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KCS - How to Set Up the Office 365 Calendar Sync

Objective:

  • Sync Calendars from Clio to Office 365

Environment:

  • Clio Web App
  • Calendars
  • Office 365

Additional Information:

In order for Clio to sync with your Office 365 you need the Business Premium package. 

Procedure:

  1. Click on Settings
  2. Click on Contact and Calendar Sync
  3. Click on Set Up Sync next to Office 365 Contacts and Calendars
  4. Click Authorize Office 365 Access
  5. Click Sync beside the Calendar you want to sync with
  6. Choose to create a new Office 365 Calendar or link to an existing Calendar

 

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