The Calendar Export plugin allows you, your Staff Members, and your Customers to export Appointments to other calendar systems such as Microsoft Outlook, Google Calendar, or Apple iCal. At the moment, appointments can be exported one at a time and can adjust for any time zone differences, if applicable. Once enabled, you will notice calendar attachments within email notifications as well as the export icons/links within Site Administration, and the Customer View. There are currently 4 places appointments can be exported from:
How to Enable Calendar Export
1. Select the The Marketplace link at the top right corner of Site Administration.
2. Select the Calendar Export link at the top left corner of the page.
3. Select the Enable link within the Calendar Export section.
4. Select a Location option, then select the Enable button.
The Calendar Export Plugin link will appear when mousing over the gear icon to the left of each Staff Members name on the Appointment Grid.
After clicking on the Calendar Export icon, a pop-up window will open to provid the options for selecting which appointments you would like to export.
Select the staff member name and the type of appointments to export and click Find Appointments to Export. The returned results will display all of the appointments you can export. Click on the export link for each appointment you would like to export.
NOTE: With the Calendar Export Plugin, you will need to have your pop-up blockers disabled or allow pop-ups from the current location. If you currently have pop-up blockers enabled, you will see an option to allow it at the top of your browser.
WARNING: If you try to export too many appointments at one time, it may lock up your computer. For every appointment you export, the system opens an Outlook calendar window. For example, if you were exporting 100 appointments, it would try to open 100 Outlook calendar windows, which could use an excessive amount of computer resources. It is much better to export appointments at the beginning or end of each day, or at the time they are made.
A new pop-up will be presented in an ical (.ics) or vcal (.vcs) format. Make sure the "Open with" option is selected and Outlook, or an equivalent email client, is selected. Select "OK" and the calendar event window will open and display your appointment. Select save or close the window and the appointment will be saved to your calendar.
Appointment Detail Page
When you finalize an appointment, a calendar export icon will show in the top right corner of the window, giving you the ability to export that appointment. You can also select appointments from the Appointment Grid to export. To do so, locate the appointment you would like to export and click the link to open the Appointment Details Page. When you click on the Calendar Export icon, a new window will open. You will follow the same steps in exporting the appointment from the appointment details page as you would from the Appointment Grid process stated above.
By defalt, when the calendar export is enabled, attachments will be sent using ical (.ics) or vcal(.vcs) format. The attachments will be included in all Customer and Staff Member email notifications. Depending on your email program you are using, double click on the attachment or select open. The appointment will be saved automatically or you will need to select a schedule for it to be saved to.
When your customers log into the Customer View of your AppointmentPlus account, they will see an Account Activity section listing all their future appointments with an "Export to Outlook" link. Once your customers click on the link, a pop-up will open with a .ics or .vcs attachment.
- Can I export more than one appointment at a time?
- Can the appointment Start Times change automatically based on the time zone of the customers?
- What file formats are currently available for exporting appointments?
- What calendar systems can I export appointments to?
- Will updates I make in AppointmentPlus automatically update appointments I have already exported to another system?
- Does Calendar Export allow me to export to Google or Apple Calendars?
- Does the Google Calendar Sync replace Calendar Export?
- What is the difference between Calendar Export and Google Calendar Sync?
A - No, appointments can only be exported one at a time.
A - Yes, you can enable a preference within your account to have appointment start time change based on the time zone of the calendar you are adding it to. To enable the preference: GO TO: Settings tab > Calendar Export > Preference #4
A - ical (.ics), & vcal (.vcs) To change the format appointments will be exported: GO TO: Settings tab > Calendar Export > Preference #1
A - Appointments can be exported to any calendar system that accepts ical (.ics) and/or vcal (.vcs) files.
A - No, appointments will only update within the AppointmentPlus system.
A - Yes, the calendar export plugin will attach a calendar file to your notification emails to allow you and your customers to quickly add appointments to any calendar that accepts iCal files.
A - No, Google Calendar Sync does not replace the Calendar Export.
A - The Calendar Export allows you to send ical/vcal attachments with email notifications sent from your AppointmentPlus account. These attachments allow your Staff Members and Customers to add their appointment information to their Outlook, Google Calendar, or any other application that uses the ical or vcal format. The Google Calendar Sync allows you to sync your staff member AppointmentPlus schedules with a Google Calendar. It does not allow your customers to sync with their Outlook or Google calendars.