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How to Add Attendees to Calendar Events in Clio Manage

Objective:

  • How do I add other Attorney's to a Calendar Event in Clio?
  • How to add Attorney's that are not in my firm to a Calendar Event in Clio

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

While creating the Calendar Event, or if it has already been created, by clicking Edit event on the Event that you would like to add Attendees to, you can add Attendees at the top right corner of the Event screen.

If the Attendee you are wanting to invite is a User on your Clio account, then be sure to choose them from the FIRM USERS section of the Invite attendees dropdown menu. If they are not a User on your Clio account, then choose from the CONTACTS section of the Invite attendees dropdown menu.

 

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