How to Integrate Your Outlook Calendar Using Calendar Bridge

How to Integrate Your Outlook Calendar Using Calendar Bridge

Calendar Bridge is a useful tool that allows you to sync multiple calendars, especially when integrating calendars that are not directly supported by Advisors Growth. If you have a third-party calendar and need to sync it with Advisors Growth, you can use Calendar Bridge to connect it via a Google Calendar.

Note: For dedicated tutorials on integrating Google or Outlook Calendars, please refer to their specific guides. Below is a general guide for integrating other types of calendars using Calendar Bridge.

Step 1: Set Up Calendar Bridge

1. Create a Calendar Bridge Account:

   • Visit CalendarBridge.com and sign up for an account.

   • Follow the prompts to connect your third-party calendar and a Google Calendar.

2. Connect and Sync:

   • After connecting both calendars, select “Start Syncing Calendars”.

   • Choose your third-party calendar as the ‘Source’ and your Google Calendar as the ‘Destination’.

   • Proceed with the sync settings according to your preferences.

Step 2: Integrate Google Calendar with Advisor’s Growth

1. Connect Google Calendar:

   • Navigate to Settings > Integrations.

   • Click on “Connect Google Account” and follow the Google integration steps.

2. Assign Google Calendar:

   • You can assign the Google calendar to either a user account or an account calendar.

     • For User Assignment:

       • Go to Settings > Team Management.

       • Select the user, scroll down to ‘Calendar Integrations’, and choose Google Calendar.

     • For Account Assignment:

       • Go to Schedule > Calendar.

       • Select the desired calendar (either user or account) and ensure that all relevant schedules are reflected.

By following these steps, you will successfully integrate your third-party calendar with Advisor’s Growth using Google Calendar as a bridge.