KCS - How to Add Time to a Calendar Event

Objective:

  • Add Time for Billing purposes to Calendar Event

Environment:

  • Clio Web app

Additional Information:

These steps are from within a Matter rather than from global Calendar

Procedure:

Create a new Calendar Event with attached Time Entry

  1. Open the Matter
  2. Click on Calendar
  3. Click on Add to create a new Calendar Event
  4. Complete the fields on the General Information tab
  5. Complete the fields on the Time Entries tab
  6. Click Create Calendar Entry

Edit an Existing Calendar Event to add a Time Entry

  1. Open the Matter
  2. Click on Calendar
  3. Click on Edit beneath the Calendar Event to which you'd like to add Time
  4. Click on the Time Entries tab
  5. Click Add A Time Entry and complete the fields
  6. Click Create Calendar Entry
  7. Click Update Calendar Entry

 

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