Sync Your Outlook Calendar

Take control of your time and enhance client service with centralized scheduling, improved client service, and double booking detection.

Getting Started with Outlook

The initial sync process may take up to 24 hours. During this time, some of your calendar items may not be available. The initial sync includes calendar items from both the past 2 years and the following 2 years. For your convenience, you can choose to schedule the sync during non-working hours.

To sync Outlook:

1. Open the platform.
2. Click Calendar.
3. Under "Synced Calendar", click Connect.
4. Next to "Outlook Calendar", click Connect.
5. Log in to your Outlook account.
6. Click Sign in.
7. Click Continue.
8. Check the Outlook Calendars you want to impact your availability.
   Optional: Click the toggle button to keep your external (Outlook) calendar private. 
9. Click Next.
10. Keep the toggle button enabled to export platform appointments to your Outlook calendar. Click to skip the export.
11. Export to Main Calendar (Recommended) or New Calendar.
12. Optional: Click the toggle button to only display part of your clients' names on the calendar, such as Jane D. for Jane Doe.
13. Click Done.
14. Choose Sync now or Schedule for 1:00am.

Creating a New Calendar

If you choose to create your calendar as a new calendar instead of syncing to your main calendar, this may result in double bookings (Bookings will not sync as "Busy" on your main calendar). You'll also need to share your new calendar with anyone you want to see it.

If you're viewing your calendar from a Mac or iPhone, make sure the exported calendar is also selected on your device.

Important: You can only change calendar items on the calendar you used to create them. If you want to change an appointment booked via the app, use the app.

Disconnecting Outlook  

When disconnecting Outlook, all events and appointments will be removed from the Outlook calendar. Before completing the process, you can decide to keep all existing events and appointments.

1. Open the platform.
2. Click Calendar.
3. Next to "Synced Calendar", click the settings icon .
4. Click Disconnect.
5. Confirm.

FAQ

Why do I have an event on Outlook that isn't syncing?

Check the event status in Outlook to be sure that the event is marked as "Busy". You can check the event status type by clicking the Event on your Outlook Calendar > Edit > More Options to View. Make sure to Save your changes.

Why did I stop receiving email notifications for calendar updates?

With 2-way sync now activated, we've taken steps to reduce your inbox clutter by turning off redundant email notifications. You can turn them back on in your email template settings.

Why can't I connect to my Outlook calendar?

Try logging out and then back into your Outlook account. Then close and reopen the platform. If you have an Outlook Business Account, try using that to log in. 

If you still aren’t able to connect, please contact support.

Why can I only see parts of my platform calendar in my Outlook calendar?

Outlook calendar sync may take up to 24 hours. If you still can't see your calendar items, please contact support.

Why aren't updates I make on my calendar visible on my Outlook calendar?

Syncing can take up to 15 minutes to complete. After 15 minutes, try refreshing your browser. If you still can't see the updates, please contact support.

Why can't I see my Outlook calendar items on iCal?

If you've successfully synced your Outlook calendar and checked the box beside your business name on iCal, try clearing your browser's cache. You can find instructions in your browser's help menu.