KCS - How to Create a New Calendar

Objective:

  • Creating Calendars
  • New Calendar

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to the main Calendar page
  2. Click New Calendar at the top of the page
  3. Enter a Name for the Calendar
  4. Click Add Calendar Share if you would like to share the Calendar with other members of the firm
    • Editor allows for adding, deleting, and editing events on the Calendar
    • Viewer allows for viewing event details
    • Free/Busy allows for users to see when you have an event without seeing the details
  5. Click to Save New Calendar
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