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How Do I Sync the Firm Calendar to an Existing Calendar in Office 365 or Google?

Objective:

  • Sync Office 365 or Google events to Firm Calendar in Clio

Environment:

  • Clio Manage

Additional Information:

Please note: The sync will take up to 24 hours to complete

Procedure:

  1. Navigate to Settings
  2. Select Contact and Calendar Sync
  3. Click Set Up Sync next to Office 365/Google contacts and calendars 
  4. Sign in to Office 365/Google
  5. Click Allow
  6. Click Sync next to the Firm Calendar
  7. Select to Link to an existing Office 365/Google Calendar
  8. Select the appropriate Office 365/Google Calendar from the Calendar dropdown menu
  9. Click Sync Calendar
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