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 bi-directional 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, assign a name to your calendar, 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".



Lastly, go to the staff member's page and invite them to synchronize their calendars (see staff page)


Synchronization to an External Calendar


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).