December 16th, 2011
#cliotraining Tip: Create Other Calendars to Better Manage your Schedule
In one of our #goneclio interviews, Andrew Kawel of Kawl PLLC said:
The Calendar tab is great, however, people who use Google Calendars share them often, so to protect client confidentiality I have a separate Google Calendar for firm-related things. I don’t want others to have access to that, to see that I’m meeting with a particular client…It’d be nice to be able to see work-related events and personal events on the same screen to detect overlaps.
Our new Calendar features released this week can help you keep track of personal and professional obligations, so let’s review how to setup other Clio Calendars to better manage your schedule:
- Under the “Calendar” tab, click “New Calendar.”
- Fill in “Calendar Name.”
Now, you can opt to share the new Calendar:
Or you can just click “Create New Calendar” and, as your firm grows, change the Calendar settings under the “Sharing” tab.
Now, when you go back to your Calendar tab, you’ll see the newly created Calendar listed in the Calendar sidebar. Each time you create a new Event, the Calendar will appear in the “Calendar” drop down menu. And, if you look under the “Feeds” tab and the “Sharing” tab, you’ll also see the new Calendar.
Next kid’s soccer game, birthday party or wedding anniversary, you can put it in Clio and know if there will be work-related overlaps.
Remember to check out the Calendar section of our Support Site to learn more.
Got a tip to share? Let us know. We’d love to hear them!
