iOS App: Calendar

Contents

Calendar Notifications
Creating a Calendar Event
     Calendar Event Fields
Choosing which Calendar(s) to View
Viewing Calendar in Weekly View
Viewing Calendar in List View
Visual Indicator of Appointments
Adding Time to a Calendar Event
Editing a Calendar Event
Deleting a Calendar Event

Calendar Notifications

When you are invited to a calendar event by someone via the web app, you will see a notification of the event invite. To view the event in Clio, tap "Open".

You can also find your Clio notifications from the Notifications menu on your iOS device.

You will also see a notification for any events you have a Reminder for. For more information, see the "Adding Task Reminders or Notifications" and "Adding Calendar Reminders" articles.

Creating a Calendar Event

To add a Calendar event, tap the "+" button in the bottom right corner of the screen.

Next, tap "Event" in the menu.

In the "New Event" form, fill in the details of your event and tap the "Create Event" button.

Calendar Event Fields

When creating a New Calendar entry, you will be presented with the "New Event" screen to complete the appropriate fields.

You can add optional fields by scrolling to the bottom and tapping "Choose Optional Fields".

The Optional Fields screen allows you to select which fields you would like to include when creating a Calendar event.  When you are finished, tap on the "Done" link at the top right of your screen.

Choosing which Calendar(s) to View

By default, the iOS Calendar will display events from your personal calendar as well as the Firm calendar. To change the calendars you are viewing, tap on the "Filters" button.

To see which calendars are available, tap the list of displayed calendars.  

Tap on each desired calendar to select it.  When you are finished, tap on the "Done" link at the top right of your screen. Your calendar filter will be remembered every time you access the Calendar screen on your iOS device.

Viewing Calendar in Weekly View

To view your Calendar in a Weekly View, tap on the calendar icon to the right of the month.

When in the Weekly View, you can tap on a date to access the Calendar events for that date.  To change the weeks, swipe either from left to right or right to left on your screen. To return to today’s date, double tap on the name of the month. 

To exit the Weekly View, tap on the calendar icon to return to the Monthly view.

Viewing Calendar in List View

To view your Calendar in a List View, tap on the "List" button.

You will now be able to view your Calendar events in List View.  

Visual Indicator of Appointments

You will notice circles underneath a date in the Calendar. These circles represent how many Calendar events you have scheduled on this date. The maximum number of circles that will appear is five.

Adding Time to a Calendar Event

To add Time to a Calendar event, tap on it to bring up the Event Details screen. Then tap "Edit" in the top right corner:

On the Edit Event screen, scroll down and tap "Choose Optional Fields":

Tap "Time Entry" so that a check mark is displayed and then tap "Done" in the top right corner:

At the bottom of the Edit Event screen, tap "Add a new time entry:

Fill in the Time Entry information and click "Save" in the top right corner to save the Time Entry.

Editing a Calendar Event

To edit a Calendar event, tap the event to open the event details screen. Then tap "Edit" in the top right of the screen to bring up the edit screen. To save your edits, tap "Save" in the top right of the screen.

Deleting a Calendar Event

While you are in the Edit screen, scroll to the bottom of the screen and tap the "Delete Event" button.