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If I Change the Primary Subscriber of the Clio Account, What Happens to the Calendar Events on the Firm Calendar?

Objective:

  • If I change the Primary Subscriber of the Clio Account, what will happen to the Calendar Events on the Firm Calendar?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Events that were directly created on the Firm Calendar will remain in Clio even if the Primary Subscriber of the Clio Account has changed. 

If a Primary Subscriber creates Events on another User’s Personal Calendar and selects the option to "Add this event to the Firm Calendar as well as the selected calendar" when the Primary Subscriber is transferred to a different User and Deactivated, then the Events will still remain on User’s Personal Calendar and Firm Calendar. 

 

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