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How To Send Email Notifications to Firm Users for Calendar Events

Objective:

  • How to notify firm users by email that a new Calendar event was created.

Environment:

  • Clio Manage

Additional Information:

  • For more details on creating Calendar events, please see here.

Procedure:

  1. Create the Calendar Event as per usual, making sure to select the Contacts and Firm Users you want to notify in the Invite Attendees box in the top right corner of the page.
  2. After clicking Save Event, a new "Send Invitation" box will pop up. Click on Send Invite to send email notifications to the invited Firm Users.

Please note: When a Contact has been added as an attendee to a Calendar event, they will automatically receive an email notification. The pop-up window asking if you would like to send an email notification is for Firm Users that have been added to the event as an attendee. You can choose whether or not to send other Firm Users an email notification.

Send-notification-to-firm-attendees.png

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