- Go to the Settings page
- Click on the “Email & Calendar Sync” tab
- Choose your calendar provider (Clio or Email Based)
- Select the correct calendar from the dropdown
- Select your calendar settings
Note: The calendar sync function is not retroactive. Only appointments made or edited moving forward will appear on your calendar. Each user can choose one calendar to sync to. If a user does not have a synced calendar in their settings, then assigning an appointment to their calendar will not work.