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Can I Notify Attendees via Email When They Are Added to a Calendar Event?

When you invite a contact to a calendar invite in Clio Manage, the attendee will be sent an email notification when you save the event so long as the attendee has an email address saved to their contact profile. This email will be sent from notifications@clio.com and will specify the name of the user who created the calendar event. Here are a few other things to keep in mind:

    • Clio for Co-Counsel/Clio Connect attendees will automatically receive an email notification when they are invited to a calendar event.
    • Sending email notifications to firm users requires an extra step. See this article.

Tip: Send an email reminder for yourself or specific attendees. See this article for how to create and send calendar reminders.

Did you know? You can personalize automated calendar emails. This means that you can send calendar invite emails from your firm email address instead of notifications@clio.com. Turning on this feature has the benefit of:

    • Higher email recipient recognition so colleagues do not miss an important calendar event email.
    • Better deliverability on calendar event invitations and reminders since you (the sender) can see the moment emails bounce back or get blocked. 
    • Access the email personalization feature in Settings > Apps. Select either Microsoft or Google.
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Note: When this feature is turned on, some other automated emails sent from notifications@clio.com will be sent from your firm email address. This includes bill emails, calendar events, access granted emails, client portal message emails, Clio Payments bill sharing, email change, task notifications, and user invitation emails. See this article for an exhaustive list.

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