Calendar Notifications and Reminders

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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.

Tip: Learn how to create calendar events here.

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.

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 for Co-Counsel users, on the other hand, will always receive email notifications of calendar events.

Tip: By default, calendar notification emails are sent from notifications@clio.com. You can also personalize these emails and use your own Google or Microsoft email address. Learn more in the section below.

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.
  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.

 

Text message notifications

When creating calendar events, you can send event invitations to clients by text. With this feature, clients will receive automated text notifications when the event is created, updated, canceled, and for event reminders. The client will continue to receive email notifications as well.

When you send a calendar invitation by text, your client will have the option to confirm their attendance by responding with Y or N. 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.

Note: You cannot modify the text notification templates. Learn more about text messaging and text notification templates here.
Tip: By default, calendar notification emails are sent from notifications@clio.com. You can also personalize these emails and use your own Google or Microsoft email address. Learn more in the section below.

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.

 

Personalize calendar notification emails

By default, calendar event emails are sent from the default generated alias notifications@clio.com. With Clio’s email personalization 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.

Note: When this feature is enabled, other emails normally sent from notifications@clio.com will be sent from your connected Microsoft or Google email address instead. This includes emails for task notifications, automated bill reminders, outstanding balance reminders, client portal messages, Clio Payments bill share, user invitations to join the account, and document emails.
  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 Connect with Google.

 

Enable or disable user notifications

When another firm user adds a new event to your calendar, updates the event, or deletes the event, you can choose to receive or not receive notifications of the changes. You can choose to receive email, in-app, or mobile notifications.

Note: You cannot turn off the setting for email notifications for new events added to your calendar.
  1. Go to Settings > Notifications.
  2. Click or scroll down to Calendar.
  3. Toggle on or off the appropriate settings.

 

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.

Note: You cannot set reminders for clients. However, if you choose to send text notifications to your client, they will receive reminders. Learn more in the section above.
  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.

 

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