The Setster Microsoft integration supports all Microsoft accounts:
-
Outlook.com
- Outlook Web App (OWA)
-
Office 365
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Exchange Online
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Hotmail.com
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Live.com
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MSN.com
-
Passport.com
To sync your Setster calendar with Microsoft, please follow the steps below.
- Log into your Setster Account
- Go to Settings >> Staff
- Select a Provider to highlight it
- Click the Edit button
- Scroll down to the "Calendar Sync" area and click the grey button to activate the option.
Step 1 - Import
- Under "Import Calendar From" select Microsoft >> Setup
- A pop up will appear
- Sign into your Microsoft account
- You will see a list of calendars (if you have several in your account), select the calendar(s) you wish to import from. It is recommended to select 1 or 2 calendars maximum.
- Click Save.
Once you have completed the above you can move on to the export area.
Step 2 - Export
- Under Export Calendar To select > Microsoft > Setup
- A pop up will appear.
- Sign into your Microsoft account, select the calendar you wish to export to and click SAVE to confirm.
Final Steps
- Check the Export “Personal Time” calendar items to Microsoft as an optional add-on, this will send any personal time you have added in Setster to your Microsoft Calendar.
- Check the option to "Automatically remove canceled appointments" if you wish your cancelled appointments to automatically be removed from your Microsoft calendar.
- Hit the Sync Now button and be sure to save the employee in order for all changes to take effect
Important:
Setster sends an email notification each time your Calendars sync is completed, as well as if the Microsoft sync is disconnected for any reason. In the event of disconnection, you must manually delete the Microsoft token by following these steps:
Navigate to Settings >> Staff.
Toggle the Calendar Sync option to Inactive.
Click Save at the bottom of the page.
Once completed, you can redo the sync process.
Notes:
* Only the confirmed appointments will be pushed to Microsoft. If the Setster appointment status is anything other than confirmed, it will not be sent to Microsoft.
** To prevent any discrepancies between your Setster and Microsoft calendar, please make sure you set the same timezone in both calendars.
*** You can email instructions to Staff members and they can sync their own calendars with Setster. Simply check that option before saving.
For more info, please do get in touch.