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Clio Grow Calendar Not Syncing With Clio Manage Calendar

Objective:

  • Clio Grow to Clio Manage Calendar Sync Disconnecting 
  • Grow Calendar Not Syncing To Manage Calendar

Environment:

  • Clio Grow

Additional Information:

  • If one User is able to sync events from their Clio Grow account to their Clio Manage Calendar (or the Firm Calendar) and another User is not able to do the same sync, please check that User's Calendar Sharing permissions. It is possible they do not have Editing permissions to that User's Calendar (or the Firm Calendar). 

Answer:

Please ensure the Clio Grow Calendar of the user is synced to Clio Manage. To verify, please take the steps below.

In Clio Grow:

  1. Log in to the user account for which you are attempting to set up the appointment. 
  2. Go to Settings.
  3. Click on Email & Calendar Sync.
  4. Verify that the correct Clio Manage calendar corresponds to the user you have logged in as. 
  5. Open the calendar event in question.
  6. Ensure the name of the user is in the Select calendars box. 

When scheduling appointments within Clio Grow, please ensure that a user's calendar is selected from the dropdown. Otherwise, the appointment will be created but will not show on any user's calendar within Clio Manage.

If this does not resolve the issue, you will need to disconnect and reconnect the sync. To do so, please take the steps below.

In Clio Grow:

  1. Go to Settings.
  2. Click Integrations.
  3. Click Disconnect under the Clio logo.
  4. Click Connect.
  5. Click Allow Access.
  6. Login Using Clio Manage credentials.
  7. Go back to Settings.
  8. Email & Calendar Sync.
  9. Choose the Calendar you wish to connect to, and any other checkboxes.

 

Please note: Calendar Sync is not retroactive. Any events created before sync is active MUST be updated in Grow to appear on Manage. Please see here for more information. 

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