Creating and Sharing Calendars in Office 365

1) To get started, you will need to log into your top level Office 365 account, which will be used to authenticate into Appointlet. Navigate to the email account's calendar and look at the bottom left section of the screen. Here you can see your calendars:

2) When scrolling over this area, plus signs will appear on the right side of each section. Click the plus sign next to "People's Calendars" and a field will appear where you can type in the name of the new person's calendar. This is where you can enter your member name. 

(Note: Some Appointlet users have different organizational concepts for their members. For example, you may be booking rooms rather than people. The same logic applies. Just enter the name of the person/place/thing that is being booked)

3) Click on the member that you just created and select "Sharing Permissions"

4) Enter the email address associate with the member that you want to connect to this calendar. When you are finished, hit "Share" to send them an email requesting permission to share and connect this calendar with their account. Once they accept this request, Appointlet's bookings will have permission to write events to their calendar.

On their end, the email will look like this: 

5) Next, navigate to Appointlet's member dashboard and click the green Create button to create a new member:

6) From the member page, enter the Member's name and then scroll down to the calendar section. If your top-level calendar account already exists in our system, you can select it from the dropdown list. Otherwise, click the green "Connect Another" button to add it. 

As you can see in the image above, once you've added your Calendar Account, the shared calendar you created (e.g. John Smith) will now show up in Bookings Calendar and Availability Calendars. Select their name in both areas to ensure that they receive bookings and that the system checks for their availability correctly. In the example above, Appointlet will ensure they area available in their general calendar category (Calendar) as well as the custom calendar you just created for them (John Smith).

Finish configuring the member's schedule (guide here) along with any other customization that you want. When you're finished, hit the green Save Changes button at the top right of the screen. 

7) Finally, you can test that this worked by clicking the test icon and completing the booking flow process for that member. 

8) If you followed the steps correctly, then upon completing the booking, it will show up in your Bookings Dashboard and the event will be written to that member's Office 365 calendar. 

Dashboard:

Member's Office 365 Calendar:

Did this answer your question?