How do I Sync the Firm Calendar to an Existing Calendar in Office 365?

Objective:

  • Sync Office 365 events to Firm Calendar in Clio

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

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