This article may be out of date!
Visit the New Knowledge Center

How To Sync Office 365 Calendar With The Firm Calendar Instead of My Personal Calendar

Objective:

  • Modifying Calendar Sync Settings
  • Re-configuring Office 365 Sync 

Environment:

  • Clio Manage

Additional Information:

Only the Account Owner can sync with the Firm Calendar

Procedure:

  1. Navigate to Settings
  2. Select Contact and Calendar Sync
  3. Click Configure next to Office 365 Contacts and Calendars 
  4. Under the Clio Calendar section click to Stop Sync next to personal Calendar
  5. Click Sync next to Firm 
  6. Within Choose Sync Option - select to Link to an existing Office 365 Calendar
  7. Select the appropriate Office 365 Calendar from the Calendar field
  8. Click to Sync Calendar 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality