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 help you organize your events, meetings, and tasks, and to help you keep track of important dates. These calendars are your personal calendar, Tasks, Statute of Limitations, and the Firm calendar. These calendars cannot be deleted. You can also create your own calendars as needed and share these calendars with other firm users.

Task calendar

This calendar shows you tasks that are assigned to you. Other firm users' tasks do not appear on this calendar.

Statute of Limitations

This calendar shows you the statute of limitation dates for your matters. You cannot add or edit an event on this calendar directly. However, you can click the event to go to the matter on which the event is based on and edit the matter information which may then update the event on this calendar.

Firm calendar

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

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. Enter a name for the calendar.
4. Optional: Click Add Calendar Share to share the calendar with other firm users or groups of users and set their permission level. Learn about the different permission levels when sharing a calendar.
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 header of the calendar, select Agenda, Day, Week, Work week, or Month.

   Note: The option you see depends on your current view.
3. Select any of the other view options to change how your calendar displays.

Change calendar sorting options

Once you add calendar events to your calendars, you can change the organization of your calendar sidebar and events.

1. Go to Calendar.
2. Click More and select Calendar settings.
3. Select Sort by calendar creation date or Sort alphabetically to change the sort order.
4. Click Update Calendar Settings.

Change calendar name and display color

You can change the color of any calendar that is visible to you. Changing the color in your account will not change the color 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 dropdown next to the calendar and select Edit calendar.
4. Scroll down to the bottom and select Delete Calendar.
5. Check the box confirming the action and then click Delete.

Delete duplicate calendar events in Clio Manage

Firm users with administrator permission can use this tool to bulk delete duplicate calendar events that were accidentally synced to your account. Only true duplicates (identical events) will be deleted.

1. Sign in to Clio.
2. Select the bulk operations page for your region.
   • US
   • Canada
3. Click Add and 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.

Hide or show 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.

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.
2. Select the bulk operations page for your region.
   • US
   • 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.

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 Grow appointments in your calendar

If you use Clio Grow, you can view Grow consultations, appointments scheduled via Clio Scheduler appointments, and appointments booked via your Grow AI intake agent in your calendar alongside your Clio Manage events. You can select which calendar you want Clio Grow appointments to be visible in.

To change the calendar that appointments are added to:

1. Click the user menu (top right) > Grow Settings > Calendar & appointments.
2. In section Clio Manage calendar, use the dropdown to select a Clio Manage calendar.
3. Optional: Use the checkboxes to select or deselect the types of Clio Grow events you want to add to the Clio Manage calendar.

Up next

• Learn how to use Clio Scheduler to allow prospective clients to book meetings with your firm.
• Learn how to share calendars with other members of your firm.