Synchronizing a Calendar using Account Connectors / Displaying External Events on the Dashboard / Synchronizing a Staff Member's Calendar Without a User Login / Synchronizing to a Calendar Without Using a Connector



This article will mention a few different methods of calendar synchronization, here are their definitions:


One-Way Calendar Push: When one calendar service pushes events to another calendar. Synchronization is not continuous.


Two Way Calendar Synchronization: When two calendar services synchronize e continuously. The two services will only synchronize events created and/or edited on their platform of origin. For example, events created and edited on Calendar X will sync to Calendar Y, but if and event is created on Calendar X, it synchronizes to Calendar Y, and the synchronized event from Calendar X is edited on Calendar Y, the changes will not sync back to the calendar of origin. With the present integration Google Calendar uses two way calendar synchronization.


Bidirectional Calendar Synchronization: When two calendar services synchronize continuously and new or edited events made on either calendar will synchronize. With the present integration Outlook Calendar and Office 365 Calendar use  bidirectional calendar synchronization.


Synchronizing a Calendar using Account Connectors


Bi-directional calendar sync allows the platform to check that the staff member is available based on an external calendar as to not book while unavailable and when the appointment is booked, it will be pushed to the external calendar.


To set up calendar sync, click on your account name at the top right and go to Online Connectors, then click Link next to whichever service you would like to enable bi-directional calendar synchronization on.



In the window that pops up on the screen, select whether you would like to "synchronize with main calendar" (puts events directly on your main calendar, ideal for users who want internal bookings to take Agendize bookings into account) or "Create a new calendar" (puts events on a camera apart from the main calendar as to not affect availability for internal bookings) , and check the box next to "Synchronize your scheduling appointments with [calendar service]". If you are using Outlook or Office 365 and want to use bidirectional calendar synchronization, check the box next to "Apply all changes from the Outlook calendar to your company calendar".



After this, the webpage will redirect to your respective calendar service and ask if you want to add a calendar.


Next, navigate to your Dashboard, click Settings beneath "Scheduling" on the left of the screen, (if you have more than 1 location) select a location from the dropdown menu in the top middle of the page, click on Calendar Sync, and for those using Outlook or Office 365, check the box next to "Activate bidirectional synchronization".



Displaying External Events on the Dashboard


To have your newly synchronized events displayed on your Dashboard, navigate to the Dashboard, select Settings on the left side of the screen beneath "Scheduling", click Scheduling Process, and go to the Advanced tab along the top of the page. From here, check the box next to "Display external events (Google Calendar, Windows Live Calendar, etc.) in views" (if you want external events to be visible to all users, click the slider next to "Display external events details to all staff").



Synchronizing a Staff Member's Calendar Without a User Login


For accounts who have a staff members who do not need their own login, you can still synchronize their calendar to the platform to prevent overbooking. To do this, navigate to your Dashboard, select Settings on the left side of the screen beneath "Scheduling", (if you only have 1 location, skip to the next step) select the location which your staff member is a part of from the dropdown menu at the top of the screen, click Staff, select the staff member who's calendar you wish to sync, scroll to the bottom of the page and click the text that says Invite this staff member to use Google Calendar or Windows Live Calendar to synchronize their appointments beneath the subheading "Calendar Sync". Clicking this will open a window with a template email addressed to the staff member inviting them to synchronize their calendar. After you have made edits to the email, click Send.



The staff member will then receive an email prompting them to click a link to connect their calendar to a company's calendar. After they click the link it will bring them to a page where they can click on one of several different calendar services for synchronization. Once they have selected a calendar service, the next page will prompt them to allow calendar access. 



Synchronizing to a Calendar Without Using a Connector


In order to view your appointments in an external calendar navigate to your Dashboard, click Settings beneath "Scheduling" on the left of the screen, (if you have more than 1 location) select a location from the dropdown menu in the top middle of the page, and click on Calendar Sync. At the top of this page you will have a URL to the .ics file for any calendar or by clicking on the calendar icons to the right of the URL to sync to specific calendar apps like Apple Calendar, Google Calendar, or Windows Live Calendar(Office 360/Outlook).


                                                *note: This is a static calendar. Events currently in your Dashboard will be imported, but new calendar event will not automatically synchronize.