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How to Send Email Notifications to Contacts For Newly Created Calendar Events

Objective:

  • Notify my Clients by email when new appointments are booked
  • How to send email to client for calendar event
  • How to add someone outside of the firm to a Calendar event and send them an email notification of the event

Environment:

  • Clio Manage

Additional Information:

  • When a Contact has been added as an Attendee to a Calendar event, they will receive an email notification regardless. 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 or not.

    Screen_Shot_2020-08-24_at_1.22.32_PM.png

Procedure:

  1. Go to the main Calendars tab 
  2. Click New event at the top right of Clio
  3. Fill out relevant information
  4. Choose Contact from Find firm users or contacts to invite dropdown under the Invite Attendees section at the top right
  5. Click Save Event or  Save and create another

 

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