Calendar Notifications and Reminders

With calendar notifications and reminders, you can ensure that your clients receive calendar invites and any changes to events and remind them of upcoming events. You can even set reminders for yourself or other firm users.

Send event email notifications

When you create, edit, or delete a calendar event and add a contact as an attendee, the contact will always receive an email notification as long as their contact card has a valid email address. You cannot disable the email notification feature. You also have the option to share the calendar event via Clio for Clients. If you select this option, your client will be notified of the event by email and can view the event in the client portal. When a contact receives an email notification of the event, they will have the option to add the event to their personal calendar.

When firm users are invited to calendar events, the events will appear on their personal calendars. By default, firm user attendees will not receive email notifications unless you choose to notify them when saving the event. Clio Connect users, on the other hand, will always receive email notifications of a calendar events, but they will not have the option to add events to their personal calendar.

Follow these steps to send an email notification for a calendar event:

1. Go to the main Calendar tab or a matter’s Calendar subtab.
2. Create a new calendar event or edit an existing event.
3. Under Invite attendees, search for contact and/or firm user attendees.
4. Click Save event.
   • An invited contact with an email address on file will automatically receive an email notification of the event once you save the event.
5. If you added a firm user attendee, select Notify firm attendees to send the firm user attendee an email notification. Select Don’t notify to not send them an email notification.

Send event text message notifications

If your firm uses text messaging, you can send event invitations to clients by text when you create calendar events. Clients will receive automated text notifications when the event is created, updated, cancelled, and for event reminders. They will continue to receive email notifications as well.

When you send a calendar invitation by text, your client can confirm their attendance by replying Y. The calendar event will show whether the client confirmed or not. You can also view whether a reminder notification was sent by viewing the calendar event.

Follow these steps to send a calendar invite by text:

1. Go to the main Calendar tab or a matter’s Calendar subtab.
2. Create a new calendar event or edit an existing event.
3. Under Invite attendees, search for contact(s).
4. Check the box next to Notify via text.
5. Click Save event.

Personalise calendar notification emails

By default, calendar event emails are sent from the default generated alias notifications@clio.com. With Clio’s email personalisation feature, you can change this email alias to your own Google or Microsoft email address. This means that when your client receives a calendar event email, they will see that you sent the email, rather than Clio. Follow the steps below to enable the feature.

1. Go to Settings > Apps.
2. Select either Microsoft or Google.
3. For Microsoft, click Connect and toggle on Send emails from your own email address. For Google, click Sign in with Google.

Send event reminders

When you create, edit, or delete a calendar event, you can set manual reminders of the event for yourself or other firm users. You can also remove reminders. The reminder notification will inform firm users of the time until the event, description of the event, and the date and time of the event. You can set a reminder any time before an event begins. Follow the steps below to set reminders for firm users.

1. Go to the main Calendar tab or a matter’s Calendar subtab.
2. Create a new calendar event or edit an existing event.
3. Under Reminders, select Add new reminder.
4. Add yourself or another firm user and specify the amount of time before an event the reminder will go out.
5. Repeat steps 3 and 4 to add more reminders.
6. Optional: Click X to remove a reminder.
7. Click Save event.