Creating and Managing Clio Calendars

Contents

Creating a New Calendar
Editing or Deleting the Calendar
Changing Calendar Color
Calendar Views

Creating a New Calendar

You can create new calendars within Clio for various reasons, eg: Personal Calendar, Group Calendars, etc. and also manage the color of the calendar.   

To do so, go to the main "Calendar" tab and click on the "New Calendar" sub-tab. 

You can then name the calendar and share it. 

If you want to share this new calendar with other people in your firm, you can do so by clicking the "Add Calendar Share" link.

In the "Group" field, choose the user or group that you want to share the calendar with. In the "Permission" field, select the level of access that the group or user should have to your calendar.  For more information on Groups, click HERE

You can share your calendar with additional groups or users by continuing to click on the "Add Calendar Share" link. When you are done setting up your new calendar, click "Save New Calendar".   You will now see that new calendar in your list of calendars in the Clio sidebar.

Syncing to Google:  The person that creates this calendar can sync it to Google and will see it as a calendar available to sync in the Google sync page.  For more information on syncing to Google, click HERE.  

Editing or Deleting the Calendar

Only the person that created this calendar can edit it.  To do so, find the calendar in the Clio sidebar panel then click on the drop down arrow next to the calendar name. Click on "Edit & Share Calendar" to open the Calendar edit form.

Make changes to the calendar details as desired then click the "Update Calendar" button.

To delete the calendar, click the "Delete Calendar" button at the bottom of the form. 

Changing Calendar Color

To change the color of your calendar, find the calendar in the Clio sidebar panel then click on the drop down arrow next to the calendar name. Click on the color that you would like to be assigned to the calendar.

You can also change the color of the calendars that have been shared with you by other users. Note, however, that this does not change the color in their Clio view.

Calendar Views

Your events in the Clio Calendar can be seen in a few different views. 

Agenda

In the Agenda view you will see 30 days of events listed for each Calendar selected to display. 

Day

Selecting this view displays only events for today.

 

Week

Selecting the Week view limits the display of events to just events that appear between Sunday and Saturday.

Month

View your events in a full Calendar view that displays from the beginning of the month to the end of the month.

Year

Selecting the Year view will display highlighted dates for each day you have events created on. Hovering your cursor over a specific highlighted day will provide further details regarding the individual events.

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