Outlook Desktop Plug-in

Calendly's Outlook desktop plug-in is for PC users with Outlook 2007 or later and Windows XP or newer. If you have a web-based version of Outlook, you can connect your Outlook.com account from your Calendar Connection page.

 

IMPORTANT NOTE

The Outlook plug-in is for connecting Calendly directly to your Outlook calendars to check for conflicts and add events. This is separate from the Outlook add-in, which allows you to access your scheduling links or create a customized invitation directly from your Outlook toolbar, and does need to be installed separately.

Before you start

A recent Office 365 update may impact the functionality of Calendly's Outlook plug-in, Microsoft has issued a solution for this issue. If you are experiencing failures with the Outlook plugin, please upgrade to the latest version of Office by following these steps:

1. From Microsoft Outlook's File menu, select Office Account.

2. In the Office Updates section, select Update Options, then select Update Now.

3. Let the update run, then reboot your PC.

If you continue to experience errors, please contact Calendly support and provide your current Microsoft version number.

Install the plug-in

Navigate to your Calendar Connection page from the drop-down menu on the top right corner of your page. Locate the option for the Outlook plug-in and select Connect. Download the plug-in and save the file.

If you see a security pop-up, be sure to allow permissions to begin installing. Depending on your browser, you may need to locate and open the downloaded file to run the installation.

Calendly will generate a unique key for you to copy and paste into your plug-in settings. Once your key is added, select which calendar accounts you would like to check for conflicts. You will be considered unavailable during any busy events added to these calendars, and the corresponding times will be removed from your scheduling page.

Finally, choose the calendar you would like newly scheduled events to be added to and save the changes.

pluginkey1.0.pngTo initiate communication between the plug-in and your events, click the button to Sync Now in the bottom left corner of the plug-in window. The date and time will appear to show that your events have successfully synced between Outlook and your Calendly account.

The plug-in will only sync when it is running in the background and your computer is connected to the internet. That being the case, you can only connect one plug-in per account.

I'm available during Out of Office/Away events

Events in your calendar may be labeled Free, Busy, Tentative, Working Elsewhere or Out of Office/Away. By default, Calendly will only consider you unavailable during Busy events, and those times will be removed from your scheduling page. If you would also like to be considered unavailable during events labeled Working Elsewhere or Out of Office/Away, visit your Calendar Connection page to update this setting.

 

Troubleshooting

If you notice your Outlook calendar events are not syncing to your Calendly account, begin troubleshooting by confirming the following:

  • You are operating with Outlook 2007 or later and on Windows XP or newer.
  • Your network connection is active, and the plug-in is running in the background of your computer.
  • You have visited your Calendar Connection page to make sure you have the most recent version of the plug-in. The latest version is 170.
  • You only have one plug-in connected.

Open your plug-in settings and confirm that the Outlook calendar your events are added to has been selected for Calendly to check for conflicts. You can also open your advanced settings to ensure that the plug-in is set to sync in Realtime or Every 5 minutes.

If you're still having trouble, then reinstall the plug-in using the steps above. When you disconnect the plug-in, you are removing the connection between Calendly and your Outlook desktop calendar, so all booked events during this downtime will not be synced to your Outlook Desktop computer.

Once a new plug-in key is generated, use it to reconnect your Outlook calendar on your desktop back to Calendly so that booked events moving forward post to your Outlook calendar.

It's usually best to reinstall the plug-in when bookings aren't happening frequently so you can minimize interruptions to your schedule. If you're still having trouble after reinstalling the plug-in, then mail us at Support@Calendly.com

 

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