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Is it Possible to Send Reminders to More than One User?

Objective:

  • Confirm whether you are allowed to set up a Task Reminder for multiple people
  • Calendar Reminder for multiple people
  • Can I set up group reminders?
  • Setting up multiple Reminders for Users
  • Reminders for Calendar Events for all Firm Members
  • Create Calendar Reminder for a Group of Users
  • Is it Possible to Create One Reminder for Multiple Users?
  • Calendar Reminder multiple people

Environment:

  • Clio Web app

Additional Information:

Task and Calendar Reminders can be sent to firm account users or Clio Connect users.

Answer:

Each user does need their own Reminder if you need to notify multiple Firm members of a Task or Calendar Event. So you will need to add multiple Reminders and then you can then choose which person each Reminder will be sent to.

It's not currently possible to have a single reminder sent to multiple people

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