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Contents
Creating a Calendar Event
Choosing the Calendar(s) to View
Visual Indicator of Appointments
Viewing Calendar Event Details
Editing a Calendar Event
Switching between Monthly and Weekly View
Deleting a Calendar Event
It is quick and easy to add a Calendar event in Clio’s Android app. You can do so three different ways:
Global Create
From anywhere in the app, tap the green "+" button.
This will display the "Create new" menu. Then click the "Event" icon. (You may need to swipe right on the menu to reveal the "Event" icon.)
Menu -> Calendar
When viewing the Calendar area of the Android app, tap on the green “Global Create" icon at the bottom right of the screen:
Within a Matter
When you have a Matter open on your screen, tap on the “More” link at the top. Here you can select the Calendar option. Then tap the green “Global Create” icon at the bottom right of the screen. When you create a Calendar event using this method, the Matter is filled in for you.
When selecting to Create Calendar Entry, you will be brought to a screen for a "New Calendar Entry" so you can fill in the appropriate fields.
You can add optional fields by scrolling to the bottom and tapping on "Add Optional Fields":
The following screen allows you to select which optional fields you would like to include when creating a Calendar event:
To save the entry and go back to your Clio Calendar again, tap the check mark button at the top right of the screen.
When you open the Calendar you will see today’s Calendar events:
Choosing the Calendar(s) to View
You may have access to additional Calendars in Clio in addition to your personal one. To choose the Calendars you are viewing, tap on "Filters":
Next tap on the list of Calendars:
Here you can choose the Calendars you will see in the Calendar screen:
When you are finished, tap on the check mark at the top right of your screen.
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:
Switching between Monthly and Weekly View
To switch between monthly and weekly view, tap the calendar icon in the top right of the screen. Your preferred viewing mode will be saved even if you close the app.
Viewing Calendar Event Details
To view details of a Calendar event, tap the event. The Calendar Details screen includes hyperlinks to navigate directly to the Matter or Client. You can also initiate phone calls, and send text messages or emails, right from this page. To edit the Calendar event, tap the pencil icon in the top right of the screen.
To edit a Calendar event, tap the event to open the Calendar Details screen. Then tap the pencil icon in the top right corner. When you are finished editing the event, tap on the save icon at the top right of the screen:
While you are in the Edit screen you have the ability to delete a Calendar event by tapping the three dots in the top right hand corner and then tapping "Delete":
You will then be asked to confirm the deletion:
