Calendar Set Up and Settings

In Clio Manage, you can use calendars to create and keep track of client and firm events, track court deadlines using court rules, view upcoming tasks that are due, view events through Google and Office 365 syncs, and more.

Default calendars

Clio provides default calendars to get you started: Tasks, Statute of Limitations, the Firm calendar, and your personal calendar. You can also create your own calendars and share calendars with firm members.

When viewing the Calendar tab, your calendars are separated into My calendars and Other calendars. My calendars include your personal calendar, the tasks, statute of limitations, and firm calendars, and any calendars that you create. Other calendars are calendars that other firm users create and share with you. Learn more about sharing calendars here.

Task calendar

This calendar shows you tasks that are assigned to you. You cannot view another user’s tasks on this calendar. Learn more about tasks here.

Statute of Limitations

This calendar shows you statute of limitation dates for your matters. If you see a calendar event on this calendar, you cannot edit the event itself; however, you can click the event to go to the matter information, which you can edit.

Firm calendar

This calendar is automatically shared among all users on the account. Its purpose is to show events and appointments that require full firm visibility. You can, however, change permissions for the calendar and change who in the firm can see it. Learn more about calendar permissions here.

Create calendars

You can create an unlimited number of calendars. Once created, only the user who created the calendar can edit or delete the calendar itself. To create a new calendar:

1. Go to Calendar.
2. Click More and select Add new calendar.
3. Name the calendar.
4. Optional: Click Add Calendar Share to share the calendar with other firm users or groups of users. Learn more about sharing calendars here.
5. Click Save New Calendar.

Change calendar view

Once you add calendar events to your calendars, you can view the events in agenda format or view them using the day, week, work week, or monthly views. 

1. Go to Calendar.
2. In the top section above the calendar, select Agenda, Day, Week, Work week, or Month.
   
   • The Agenda, Day, Week, and Work week selections will show up to 10,000 events per week. The Month selection will show up to 10,000 events per month.

Change calendar names, sharing permissions, and colours

You can only edit and change sharing permissions for calendars that you created, but you can change the colour of any calendar that is visible to you. Changing the colour in your user account will not affect colour settings for any other user. 

Delete calendars

Only the user who created the calendar can delete the calendar. To delete a calendar:

1. Go to Calendar.
2. Under My calendars, find the calendar that you want to delete.
3. Click the down arrow next to the calendar and select Edit calendar.
4. Select Delete Calendar.
5. Check the box confirming the action and then click Delete.

Delete duplicate calendar events in Clio Manage

Only firm users with administrator permission can use this tool to bulk delete duplicate calendar events accidentally synced to your account, and it will only delete true duplicates (identical events).

1. Sign in to Clio Manage as an Administrator.
2. Select the bulk operations page for your region.
   • US
   • EU
   • Canada
3. Select Remove Duplicate Calendar Events.
   • You cannot recover events deleted through this process.
4. Click Generate Preview, and wait for the state to change from Preview Queued to Preview Completed.
5. Click Preview
   • Review the list of entries to be deleted.
6. Click Confirm Deletion.
7. Click Perform Operation.
8. Click OK in the warning pop-up modal to begin the deletion process.

Reset calendar in Clio Manage

In Clio, you can sync and share your calendar with a calendar in Outlook or Google or with other Clio users. If you have administrator permission and want to wipe your calendar, you can use the bulk operations tool to completely reset your Clio Calendar.

1. Sign in to Clio Manage as an Administrator.
2. Select the bulk operations page for your region.
   • US
   • EU
   • Canada
3. Click Add and select Reset Calendar.
   • You cannot recover entries reset through this process.
4. Click Generate Preview and wait for the state to change from Preview Queued to Preview Completed.
5. Click Preview
   • Review the list of entries to be deleted.
6. Click Confirm Deletion.
7. Click Perform Operation.
8. Click OK in the warning pop-up modal to begin the deletion process.

View or hide calendars

If too many calendars are actively visible in the Calendar tab, it can clutter your view of events. You can hide or show relevant calendars by following the steps below:

1. Go to Calendar.
2. Under My calendars, click the checkmark next to a calendar’s name to hide the calendar or click the empty box next to the calendar’s name to show the calendar.

Deactivate/reactivate users and reassign work

If a firm administrator deactivates a user’s account, the deactivated user’s calendars will no longer be visible to any other firm users. This is true regardless of whether the deactivated user previously shared a calendar with other firm users. Calendar events will still be visible to other firm users but cannot be edited if they were made on the deactivated user’s calendar. Zoom meetings will automatically be removed. If you need to edit or delete events from a deactivated user’s calendar, you can either reactivate the user or reassign work.

View Clio Grow appointments in Clio Manage

If you integrate your Clio Grow and Manage accounts, you can view Clio Grow ad hoc and Clio Scheduler appointments in your Clio manage calendar. You can also select which calendar you want the Clio Grow appointments to be visible in.

Step 1: Connect Grow and Manage

Learn more here.

Step 2: Change which calendar appointments are sent to

1. In Clio Grow, go to Settings > Email & calendar.
2. Go to the section titled Send events to Clio Manage calendar.
3. Click the dropdown box and select the appropriate calendar.