Clio

Connecting your Clio calendar is simple. Once connected, Clientping will watch your calendar for upcoming appointments, send text message reminders, and allow your clients to confirm.

Add your Clio Calendar

Start by choosing the Clio in the "add calendar" screen.

You will be redirected to the Clio website, where you will be prompted to log in. If you were already logged in, you instead may be sent to the next step.

Allow Clientping to connect to Clio

After logging in to Clio, you will be presented with Clio's standard screen for allowing access for Clientping. Choose 'Allow access'. Clientping does not in any way share or access your data for ANY reason. You can see our statement on privacy here.

Choose your calendar

After allowing access, you'll be shown a list of the calendars you have set up in Clio. Click the calendar you want to connect to Clientping.

Confirm your timezone

Clientping will show you a list of upcoming appointments over the next five days from the calendar you chose above. Make sure the time of the appointments is correct. If it is incorrect, choose the correct timezone. This setting is critical, as it determines what times will be displayed for your clients in reminder messages. If you don't have any upcoming appointments, add one to your calendar and click "refresh." Once you've confirmed the times are correct, click "confirm."

Calendar settings

These settings are accessed from the "Calendars" tab on the left hand navigation bar.

Active / Turn On toggle

When the calendar is "active" Clientping will automatically watch for upcoming appointments. New appointments that match your reminder rules will be sent text or email reminder messages.

When this toggle is turned off, Clientping will not monitor the calendar. No action will be taken for your appointments.

Add Calendar

This button will add additional calendars to your account. Each calendar has its own reminder rules, settings, and notification email.

Delete Calendar

This button will delete your calendar and all related appointments from Clientping. This will not change your Microsoft calendar events in any way.

Calendar Name

This is only for your reference so you can quickly identify which of your calendars you are currently working with.

Calendar Timezone

This is the timezone you chose when confirming your calendar settings above. You can change this if necessary. Please note: this setting is critical, as it determines the time your client is shown in their appointment reminders.

Notification Email

This is the email that should receive notifications for this calendar. Notifications include:

• Declined appointments
• Rescheduled appointments
• Text messages received from clients (besides YES and NO)

Only process events created by the calendar owner

When checked, reminders and other messages will only be sent to events on this calendar added by the calendar owner. When unchecked, Clientping will send reminders for any appointment with a phone number even if the calendar owner is just an invitee. If you are monitoring a shared calendar, or you want to have Clientping process all appointments on this calendar whether the owner was the creator or not, uncheck this box.

Update Appointment Descriptions

When checked, any appointment that has multiple phone numbers will also have its calendar description updated for the status of each attendee (reminded, confirmed, etc). This will append to the top of your calendar event description and not change the rest of the description.