Outlook Calendar Integration with Advisor's Growth

Outlook Calendar Integration with Advisor's Growth

Integrating your Outlook calendar with a Teams Calendar in Advisor's Growth is a fantastic way to ensure seamless syncing and management of your appointments. This integration allows you to create and sync calendar invites directly from Outlook to Advisor's Growth.

Note: Supported calendars include Outlook.com, Office 365, Live.com, and Hotmail. Additionally, only one Outlook account can be connected to a single user profile in Advisor's Growth.

Step 1: Connecting Your Outlook Calendar

1. Access Your Profile Settings
   Go to Settings > Profile.

2. Scroll to Integrations
   Under the "Integrations" section, find Outlook Calendar and click the “Connect” button to initiate the integration.

Step 2: Configure Calendar Settings for Outlook Integration

1. Access Your Calendar Configuration
   Return to Settings > Profile and find the "Calendar Configuration" section.

2. Set Your Primary Calendar

   • Under “Primary Calendar,” click Edit.

   • Select your connected Outlook account and choose the calendar you wish to sync.

3. Note: Your primary calendar syncs all events from both Google and Outlook, while allowing you to manage appointments directly from these platforms.

4. Check for Scheduling Conflicts

   • In the "Check for Conflicts" section, click Edit.

   • Choose which calendar you want to monitor for conflicts. This setting only reads events from Google/Outlook, helping prevent double-booking.

Step 3: Manage Email Notifications from Third-Party Calendars

With enhanced control over email notifications, you can decide how invitations and appointment updates are managed across third-party calendars.

How to Adjust Notification Settings:

1. Access Calendar Settings
   From your dashboard, navigate to your calendar settings.

2. Find Notifications & Additional Options
   Click on "Notifications & Additional Options."

3. Enable or Disable Email Notifications

   • You can check or uncheck the option labeled "Allow Google/Outlook to send invitation & update emails to attendees" based on your preference for receiving notifications.

This revised guide highlights the key steps and features while making the content unique and easy to follow for users.