How to Sync Schedly with External Calendars

Overview

Schedly offers robust integration capabilities, allowing you to sync your scheduling platform with external calendars seamlessly. This ensures that your calendar stays up to date with your appointments and meetings in real-time, optimizing your scheduling process and reducing scheduling conflicts. Users who rely on major calendar platforms can integrate these directly into Schedly for efficient management.

Prerequisites

• Ensure you have an active Schedly account with the necessary permissions to manage integrations.
• Access to the external calendar account you wish to sync with Schedly.

Step-by-Step Instructions

To Sync with Google Calendar:

1. Log into your Schedly account.
2. Navigate to Settings, and select Integrations from the menu.
3. Click on Google Calendar from the list of supported platforms.
4. A pop-up will prompt you to authorize Schedly to access your Google Calendar. Click Allow.
5. Select the specific calendar(s) you wish to sync.
6. Click the blue Save button to confirm your settings.

To Sync with Microsoft Outlook:

1. After logging into Schedly, go to Settings > Integrations.
2. Choose Microsoft Outlook from the available options.
3. Input your Microsoft account credentials and authorize Schedly access.
4. Select the calendar(s) you want to synchronize.
5. Click Save to establish the sync.

Key Details & Limits

• Supported Platforms: Google Calendar, Microsoft Outlook.
• Sync Frequency: Syncs are updated in real-time but may experience slight delays based on platform limitations.
• Plan Requirements: Integration features are available only on the Pro Plan and above.

Frequently Asked Questions

1. How do I sync only specific events between Schedly and my calendar?

   • During setup, select specific calendars or filter event types in the Integration settings.

2. Why is my calendar not syncing as expected?

   • Check that you have authorized Schedly to access your external calendar and selected the correct calendar.

3. Can I integrate Schedly with more than one calendar platform?

   • Yes, you can integrate with both Google Calendar and Microsoft Outlook simultaneously.

4. Will Schedly sync automatically if I add a new event to my external calendar?

   • Yes, new events will sync automatically as long as the integration remains active.

5. What happens if there is a scheduling conflict?

   • Schedly will notify you of any conflicts, and you can manage them directly in the Schedly dashboard.

Troubleshooting

• Calendar Not Appearing: Ensure that permissions are granted correctly in your calendar settings. Reauthorize if necessary.
• Delay in Sync: Check the sync status in your Schedly Integration settings. Re-sync manually if needed.

Related Topics

• [Creating Event Types in Schedly] - Learn how to tailor your events and streamline booking.
• [Managing Schedly Notifications] - Understand and customize notification settings for optimal performance.
• [Using Schedly's Service Booking Feature] - A guide to optimizing appointments through the service booking tool.