2017

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KCS - 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 Web App

Additional Information:

n/a

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 

 

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