Sync With Outlook

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    Shannon Jimenez

    Hi Trevor,

    I see that you were able to resolve your syncing issue with one of our Product Specialists via support ticket!

    Since you are using the plug-in, just keep in mind that your device and the plug-in will need to be running at all times for new events to appear in your Outlook calendar. 

    The Calendly for Outlook plug-in does have a setting option for it to sync in real time while your computer is running and connected to the internet. With your plug-in open, you can click "sync now" to initiate a connection with your Outlook calendar. You will also be able to make sure your events are syncing in real time by clicking Settings > Advanced > Auto Sync "Realtime" > OK

    You can adjust your settings so that his plug-in runs on startup for your computer by following the steps here: Adding Programs to Startup

    Shannon
    Senior Product Specialist
    The Calendly Team

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    Julie Ruttenberg

    Hi

    Same thing is happening to me. I reinstalled the Outlook plug in and hit sync now. I am receiving meeting confirmations and it shows on the Calendly site but not on my Outlook calendar. How do I fix this?

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    Suzanne Gray

    I am also having trouble with this same issue.  I tried to sync the calendar with my Outlook calendar, and got a message it synced.  But none of my meetings are showing up on Calendly.  Help?

    Thanks!

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    Jim Stackpool

    Hi - Shannon- every time I start up outlook I am prompted with "do you want to start calendly" - But I have my calendly for outlook settings set up for real-time syncing? If I don't click on this (I have been missing this dialogue box sometimes until later in the day) my outlook calendar isn't getting real-time sync - is there a way to ensure that everything I start outlook it automatically re-establishes the real time sync'ing? Also does this mean when my computer is not running outlook (i.e. at night) I can possibly have clients booking appointments at teh same time? Thanks I am new to calendly and enjoying it, but am finding out things like this that I assumed would not be an issue? Any help on this would be appreciated....

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    Shannon Jimenez (Edited )

    Hi there,

    To Julie and Suzanne, can you please head over to your  Calendar Connection page and confirm the last time your Calendly for Outlook plug-in has synced? If it last synced today, with your plug-in settings page open and your computer on, please schedule a TEST event in Calendly. Once you do this, wait a few minutes then refresh your Outlook calendar. If the TEST appointment still hasn't posted, please reach out to 'support@calendly.com' and include the following:

    • Screenshot of your TEST event (on your Calendly Dashboard)
    • A screenshot of your Outlook calendar in the weekly view, showing the date where the TEST event should be
    • Screenshot of your plug-in settings page:

    Jim - You can adjust your settings so that his plug-in runs on startup for your computer by following the steps here: Adding Programs to Startup.

    Also, you are correct in that, if an invitee books with you while your computer is turned off, it will not post to your Outlook calendar. Your computer needs to be on and your plug-in settings page open for new Calendly events to appear in your calendar. 

    Happy to hear you are enjoying Calendly so far!

    Shannon
    Senior Product Specialist
    The Calendly Team

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    eHopper Support (Edited )

    I have it set to realtime but its not auto-syncing. Am I missing something?

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    Shannon Jimenez

    Hi Christopher, 

    Would you mind opening up a ticket by emailing support@calendly.com? They will be able to dig a little deeper into what might be going on with your specific use case and environment. :)

    Please be sure to include the following in your ticket:

    • A screenshot of your Outlook calendar in the weekly view with any sub calendar's on the left hand side
    • Screenshot of your Calendar Connection page showing last sync date
    • Screenshot of your plug-in settings page

    Shannon
    Senior Product Specialist
    The Calendly Team

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    Rob Bowen

    Ok it is not working now. Please advise how I can talk to someone about this?

     

    Rob

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    Shannon Jimenez (Edited )

    Hi Rob,

    I'm sorry to hear that! You can open a support ticket by emailing support@calendly.com. They work Monday-Friday 8am-6pm EST and they'd be happy to take a look at your connection to see what might be causing the disconnect!

    Shannon
    Senior Product Specialist
    The Calendly Team

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    Accessory Power

    We tried this outlook plugin maybe 1 or 2 years ago and it never worked reliably.

    Calendly needs to work with Microsoft Exchange for corporate accounts.

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    Tim DaGraca (Edited )

    Hi Accessory Power,

    Thanks so much for the feedback! A lot has changed in the past couple of years, and each user's experience can be unique based on their environment. If you're able, we urge you to give the plug-in another try!

    With that being said, we're always researching new integrations and Exchange is one of them. If we release an integration, you can bet our marketing team will keep you in the loop!

    Best,

    Tim DaGraca
    Senior Product Specialist
    The Calendly Team

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    Accessory Power

    Tim, I hope you can address Exchange integration soon because the users above are having the exact same issues that we had when the plug in first rolled out about 2 years ago. It didn't auto sync then and it doesn't seem to be doing it now either. Pure Exchange integration would solve all these issues and more.

    We hope you'll consider Exchange integration. I'm not sure if you knew it, but we requested it October 2016. https://help.calendly.com/hc/en-us/community/posts/221462668-Adopting-Exchange-Active-Sync-EAS-and-Exchange-Web-Services-EWS-calendar-integration

    Calendly has had some nice enhancement since then, but nothing with Exchange.

    We look forward to it.

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    Tim DaGraca (Edited )

    I understand. We will continue to monitor the post.

     

    Tim DaGraca
    Senior Product Specialist
    The Calendly Team

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    Boardroom

    Just to second Accessory Power's post RE Exchange Integration: I must have removed and reinstalled the plugin 5 times trying to get it to work. Maybe you should indicate on the Calendar Connection page that the Outlook plugin only works with IMAP/POP!

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    Tim DaGraca (Edited )

    Hi there,

    Thank you for the feedback. Will share with the team!

     

    Tim DaGraca
    Senior Product Specialist
    The Calendly Team

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    Matt Wolfe

    Would be ideal to have Exchange integration, a game changer.

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    Bob Robinson

    What should we add to startup folder, Calendly.exe or something from the Outlook Plugin folder?  Doesn't seem to be a typical Outlook plugin where the options are managed within Outlook.  I have automatic sync turned on but just got prompted when opening my calendar that Calendly was not running, and asked if I wanted to start it.  I agree that this should be integrated with Exchange and Office 365 directly.

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    Tim DaGraca

    Hi Bob,

    Thanks for the feedback. Yes, adding the Calendly.exe file to the startup folder would be one way to do it. You can also manage which programs run on startup by following these steps.

    In terms of the add-in, you do not need to have it enabled as we aren't using it to connect to the calendar.

     

    Tim DaGraca
    Senior Product Specialist
    The Calendly Team

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    Brian McLoughlin

    Your installation instructions do not seem to address users who are Office365 customers who use Outlook 2016 as their email client.  Can I use the Office365 Calendar Connection or must I use the Plug-in?  If I am able to use the Office365 connection, and I use your url to add the Calendly Add-In (your directions to go to Home>Store are completely misleading because the Store tab does not exist for my setup!), how come Calendly still does not show up in my ribbon?  

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    Bob Robinson

    I have the same question as Brian.  We use Outlook 2016 but our mail environment is Office 365.  Should we be using the Outlook plugin or the Office 365 connector?

    BTW, Brian, there is no ribbon portion of the Calendly plugin (at least in Outlook 2016).  Took me a while to figure that out.

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    Tim DaGraca (Edited )

    Hi Brian,

    Happy to have chatted during a ticket. For anyone with a similar question: Using Office 365 or the Outlook Plug-in is dependent upon which version of Outlook you have. 

    For those using a cloud-based calendar connection, (like Office 365 or Outlook.com) you are able to integrate with Office 365 or Outlook.com. 

    If your calendar exists locally, on your installed Outlook Desktop program, then you can use our Outlook Plug-in. This will allow Calendly to connect to the calendar that's installed on your computer, as opposed to using a cloud connection to access your calendar in Microsoft's servers.

    If you'd like to check out more about this, then here's reference guide from our Help Center: Outlook.com & Office 365

    Bob,

    Yes, you are able to utilize our Outlook Plug-in by following this guide.

     

    Tim DaGraca
    Senior Product Specialist
    The Calendly Team

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    Bob Robinson

    Tim, I know I can use the Outlook plugin.  Our mail and calendar server is Office 365 Enterprise E3.  The calendar is not really local on the users' Outlook systems.  I have the Outlook plugin working but was wondering if instead, I should be connecting Calendly and our calendar via the Office 365 connection.  I will read the linked document to see if I can figure it out, but I wasn't asking if I could use the Outlook plugin.  Thanks.

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    Accessory Power

    Tim, any follow up on when an Exchange integration will be available via either EWS (Exchange Web Service) or EAS (Exchange Active Service)? That would be a game changer for those of us that host our own Exchange mail system vs. Outlook.com/365.

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    Tim DaGraca (Edited )

    @Bob - It's all preference, really, but based on your setup, then I'd suggest using Office 365. The reason is that you can connect all your devices to that same Office 365 account and not miss a beat when you make changes to your calendar from any one.

    If you have any additional questions or would like to talk more about your specific setup, please feel free to open a ticket with us at support@calendly.com!

    @Accessory Power - I do not have an update as to when EWS/EAS will be released; but, you're welcome to follow "What's New," via our thread here.

    As shared, I have documented this on our Integrations Team's Project Board.

    Tim DaGraca
    Senior Product Specialist
    The Calendly Team

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    Brent Gray

    I'm confused by the statement in the Troubleshooting section of your 'Getting-started-with-the-Outlook-Desktop-Plug-in' article that states when troubleshooting issues you should confirm the following:

    • You have unchecked the option to Use Outlook Add-in for real-time sync within the plug-in Advanced Settings

    Does that mean that option should NOT be checked? Mine is checked (because I never knew any otherwise), but syncing seems to be working fine on my computer. Another user on our account, however, is having trouble syncing. Could that checked (or unchecked) box be the culprit?

    I am also surprised that there is no mention of the above option anywhere in this thread. It must not be much of an issue whether it's checked or not.

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    Accessory Power

    @Tim - Sure we'll follow that thread. EWS (Exchange Web Service) or EAS (Exchange Active Service) calendar connection would be a game changer for those of us that host our own Exchange mail system vs. Outlook.com/365. The Outlook plugin for Calendly is not reliable. Those of us on our own enterprise Exchange servers won't be migrating to the consumer Office 365 program anytime soon.

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    Gunter Financial Services - Raymond James (Edited )

    @Tim - Is this possible? Person A in the office has the calendly plugin for Outlook *and* editor permissions to the teammate's (person B) calendar who receives meetings. When Person A opens Outlook, would that cause Person B calendar to sync with calendly?

    ~Sharon

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    Stuart Faught

    @Tim

    We have linked our account with an iCloud calendar but we need to also link up our Calendly with our Office365 email address. Reading all the comments above, are we correct in saying that Calendly can only connect with on calendar at a time and does not sync with multiple calendars across the board. This makes it difficult to use Calendly as we need an option that syncs multiple calendars that our business uses and we want our work email address to be sending out the URL link to schedule a meeting. Currently our Calendly account is sending from a gmail account. We use Apple devices, so looking at the plug-ins and reading about previous experiences that customers have had on her, it sounds like the integrations do not work properly between Office365 and Apple devices!

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