- PRICING TIER: All
- APPOINTMENT VERSION: Single
Connect-Up for Microsoft Outlook® is the ideal solution for AppointmentPlus® software subscribers who use Outlook as their primary email and office calendaring system. You can choose to sync your AppointmentPlus® Appointments and Reserves with meetings on your Outlook Calendar.
As this plugin is in a beta period, we are continually working with users to add enhancements that expand capabilities. Because Connect-Up for Outlook is a desktop application, a user's environment may impact their ability to utilize it. Throughout our beta period we are focusing on expanding the ability of the plugin to to be used in as many environments as possible. If you have questions about whether your environment supports Connect-Up for Outlook, we encourage users to contact our Support team by submitting a ticket.
- Outlook meeting: An item that is scheduled on the user’s Outlook Calendar directly within Outlook.
- Appointment: A service-delivery activity that is scheduled for or by a customer within the AppointmentPlus scheduling system.
- Reserve: A block of time that restricts customers from booking an Appointment within the AppointmentPlus scheduling system.
- Plugin: An integration between AppointmentPlus and an external business application.
- Add-in: An integration between Outlook and an external business application.
- Officially supporting synchronization with Microsoft Outlook 2013 and 2016 versions.
- This plugin is supported in the following Windows system resolutions: 1366x768, 1920x1080 at 100% or 125% resolution scaling in Windows.
- Active Staff Members (users that have a calendar and offer Services) of any access type can use the add-in, but only Headquarters Administrators can enable the plugin from the Marketplace.
- Staff Members can only sync to a calendar they own.
- Only Appointments or Reserves scheduled in the future (beyond the initial setup) will sync.
- If your account is configured to allow booking outside of company hours, the user in Outlook will still only be able to book in available time within company hours.
- Customer-level and Appointment-level fields will only show a maximum of 22 characters in the display names.
- If your native Outlook meetings do not match the Appointment start times in your AppointmentPlus account, the Outlook meeting will not display properly on the Appointment grid in AppointmentPlus administrative application.
- When searching for Customers in the Outlook add-in, users must type in the exact criteria they are searching for. Outlook add-in does not support partial matches for search criteria. For example, when searching for a Customer, a user must type in the full Customer first name, or last name.
- If you have enabled the Sync Setting for Sync Outlook Calendar Meetings, any native meetings created in your Outlook Calendar and synced to your AppointmentPlus schedule will be added as Reserves. Appointments created by using the ribbon buttons, or updated by Edit/Cancel Appointment from the calendar item’s context menu, will be created as true Appointments.
- Appointments and Reserves cannot be updated or canceled in Outlook during a background sync. AP Appointments and Reserves that are dragged and dropped in Outlook during a sync, will be reverted back to their original time once the sync completes.
- If an Appointment is deleted in Outlook during a background sync, the Appointment will revert back to it's original time once the sync is complete.
- Changes to native Outlook meetings in AP Site Administration will not be reflected in the user's Outlook calendar.
- Cannot update a Customer profile during a background sync.
- If the "Undo" action is performed in Outlook after deleting an AP Appointment,
the Appointment will show as a Reserve on the user's Site Administration calendar when the Appointment grid refreshes. Outlook recreates the Appointment as a native Outlook meeting and does not allow the creation of an AP Appointment.
- View Only Users
- Recurring Appointments or Reserves series management
- Recurring Appointments will sync from AppointmentPlus to the Outlook add-in as individual Appointments.
- Customer login or password management
- Customer credentials management would be performed in AppointmentPlus administrative application.
- Customized display names will not apply to these fields in Outlook.
- Multiple Appointments per Time Slot (MAPTS)
- If a Staff Member is assigned to any Location that has MAPTS enabled, they will not be able to sync with Outlook.
Sections of this article
- How to Install and Set up the Outlook Add-in
- How to Create or Update Appointments
- How to Update Reserves
- How to Create or Update Customers
- How to Disconnect the Outlook Add-in
- How to Troubleshoot the Outlook Add-in: Frequently Asked Questions
How to Install and Set Up the Outlook Add-in
Enabling the plugin from The Marketplace
NOTE: This process only applies to users with the access type of Headquarters Administrator.
- Log in to your AppointmentPlus account.
- Click on The Marketplace link.
- Search for or locate the Connect-Up for Microsoft Outlook plugin.
- Click Learn More or Enable.
- Select at least one Location from the drop-down menu.
- Click the Enable button.
Enabling/Disabling the plugin for your users
NOTE: This process only applies to users with the access type of Headquarters or Location Administrator.
- After enabling the plugin, select it from The Marketplace, then click Settings.
- Select your Staff Members from the drop-down menu.
- Click the Update Settings button.
After the plugin is enabled, if your account is using the Staff Member sharing feature and you need to change the Location(s) to which a Outlook-enabled Staff Member is assigned, you will need to work with the specific user to disconnect from Outlook, change their Location assignment(s) and then reconnect/sync from Outlook.
To disable the plugin for a specific Staff Member, you may visit the Staff Members tab and change the status of the plugin by choosing Disable for the specific user under the Connect-Up for Microsoft Outlook heading.
How to install and connect the add-in (non-administrators)
NOTE: Start here if you do not have administrative account access.
When the Connect-Up for Microsoft Outlook plugin has been eneabled for your AppointmentPlus profile, you will receive an installation email. The email will contain a link to an installer file. You will be required to install the add-in before you continue with the setup and connection to your AppointmentPlus calendar. When the installation is complete, you will have a new ribbon menu within Microsoft Outlook.
To setup your connection:
NOTE: For privacy reasons, the ability to adjust sync settings for multiple users is restricted. Administrators can enable and disable plugin access, but cannot configure the sync settings of other users.
Sync settings allow you to determine how often information from the AppointmentPlus application will be synced into your Outlook Calendar.
Any scheduling activity completed in Outlook is immediately sent to your AppointmentPlus calendar. This applies to Outlook meetings (if configured to sync in user’s personal preferences) as well as any Appointments or Reserves created or updated from the AppointmentPlus add-in.
NOTE: You may need to reduce the Number of days to sync under the Sync Settings tab located in the Account ribbon menu in Outlook if the sync process is taking too long to complete.
Using Outlook categories
You can apply category labels and colors to AppointmentPlus Appointments and Reserves. By applying categories and colors to the calendar entries, you can preview your calendar at a glance and determine if a meeting on your calendar is an Appointment or some other type of scheduled activity.
To set up categories:
You can use the same color for more than one of the AppointmentPlus scheduling options, or each of the four can use a different color.
Checking your time zone settings
If your Appointments are not correctly synced to your Outlook Calendar, it may be due to the time zone setting of your Outlook Calendar. The time zone set for both calendars must match.
To check the time zone setting in your AppointmentPlus account based on the Location(s) to which you are assigned, check with your Location or Headquarters Administrator.
If you feel the time zone in Outlook is incorrect, visit Microsoft Office Help for finding and changing your time zone.
Performing the initial sync
Once you have finished the initial setup of the Outlook add-in, you will be able to start syncing meetings, Appointments and Reserves between Outlook and your AppointmentPlus calendar.
- The initial sync will begin upon saving your credentials.
- Your first sync may take some time if you already have a lot of future Appointments or Reserves.
- To perform an ad-hoc sync, click the Sync button on the ribbon tab at any time.
- Only future Outlook meetings, Appointments, and Reserves will sync.
Syncing to Outlook
The following information will be collected in Outlook when Appointments and Reserves are created or updated. If changes are made to Appointment or Reserve details in your AppointmentPlus calendar after they have already been synced to Outlook, those details will not appear updated until after the next sync.
- Location Name
- Add-on Services
- Start Time
- End Time (based on total duration of Service/Add-on Service)
- Special Instructions for Customer
- Customer fields that are optional or required within the configuration of the Customer Fields & Terms within the AppointmentPlus headquarters or specific location.
- Start Time
- End Time
How to Create or Update Appointments
Syncing meetings to AppointmentPlus
If you have enabled the Sync Setting for Sync Outlook Calendar Meetings, any native meetings created in your Outlook Calendar and synced to your AppointmentPlus schedule will be added as Reserves. Appointments created by using the ribbon buttons, or updated by Edit/Cancel Appointment from the calendar item’s context menu, will be created as true Appointments.
Creating an AppointmentPlus Appointment
From the AppointmentPlus ribbon, you can create a new Appointment as if you were scheduling it directly in the AppointmentPlus scheduling system. You can select the location, service, date, time and customer for which the Appointment is being scheduled. The system will determine when the service(s) can be conducted based on your availability. Availability is open time not currently scheduled on either your AppointmentPlus or Outlook calendars.
To create an Appointment:
Alternately, you can right click on a time in the Outlook calendar and, from the AppointmentPlus menu, choose to add a New Appointment.
Modifying an AppointmentPlus Appointment
From your Outlook calendar, you can right click on a time in the Outlook calendar and, from the AppointmentPlus menu, choose Edit/Cancel Appointment. The AppointmentPlus Appointment window will open, and it will automatically be in edit mode.
To modify an Appointment:
NOTE: If you change the Location and/or Services associated with the Appointment, you also may be required to choose a new date and/or time, because the newly selected Services may not be available at the previously scheduled time.
Canceling an AppointmentPlus Appointment
From your Outlook calendar, you can right click on an existing Appointment and select “Edit/Cancel Appointment”. The AppointmentPlus edit/cancel Appointment window will open, and you will see the hyperlink to cancel an Appointment in the top-right corner.
To cancel an Appointment:
How to Update Reserves
Modifying an AppointmentPlus Reserve
To edit a Reserve:
- Locate the Reserve on your Outlook Calendar.
- Right click on the Reserve.
- From the context menu, choose Modify Reserve.
- Change the Reserve details as needed.
- Click Save.
How to Create or Update Customers
An administrator will have set up the information to collect for new Customers. The Customer Profile form in Outlook will include any information that is either required or optional for each Customer. The below image is just an example of the form, but you may see more or less fields and with different labels.
When using the AppointmentPlus add-in, you not only can manage appointments, you also can create the Customers for whom you are scheduling appointments.
To create a new Customer:
- From the add-in ribbon, click the Add New button within the Customers group.
- Complete the required* fields for the customer profile.
* Required are denoted by the red circle .
- Complete other form fields as needed or known from customer.
- Click Save.
Once a Customer is created, you may now schedule an Appointment for them by clicking the New Appointment button from the add-in ribbon.
When using the AppointmentPlus add-in, you can search for existing Customers for whom you want to create new appointment. Once you have located your Customer, you can update their profile directly from Outlook.
To update an existing Customer:
- From the add-in ribbon, click the Search button within the Customers group.
- In the search form, enter first or last name of the Customer.
- Matching results will appear in the form.
- To open the Customer, double click or right click on the specific customer.
- Update any required or optional information.
- Click Save.
NOTE: Customers deleted from the AppointmentPlus scheduling system will not be removed from the Customer list in Outlook at this time.
At any time, Staff Members may disconnect the Outlook add-in from their AppointmentPlus calendar. When the add-in is disconnected, all existing Appointments will automatically be removed from the Outlook calendar. When the Staff Member reconnects their calendars by signing in, all AppointmentPlus Appointments associated with their profile will sync again to the Outlook calendar.
Disconnecting the Outlook add-in:
NOTE: Signing back in with a new or existing profile will not trigger Appointment notifications to your Staff Members or Customers.
How to Troubleshoot the Outlook Add-in: Frequently Asked Questions
Why are my Appointments syncing at the wrong time?
- Check your time zone settings in Microsoft Outlook and AppointmentPlus. If both systems are not set to the same time zone, synced items may not show at the correct start time.
Why is my Outlook Calendar being overbooked?
- If there is more than one Appointment created in the same time slot in your AppointmentPlus calendar, all the Appointments will be synced to Outlook.
Can I use the AppointmentPlus menu when Outlook is not connected to the Internet?
- The AppointmentPlus scheduling system is an online application and requires an Internet connection to validate time slot availability when creating or updating Appointments. Therefore, using the ribbon menu will not work unless you are connected. However, any updates to your Outlook meetings will sync to your AppointmentPlus calendar when your Internet connection is restored and a sync has occurred.
How do I sync Appointments from multiple AppointmentPlus accounts to a single Outlook Calendar?
- Users cannot sync the schedules of multiple AppointmentPlus accounts to a single Outlook Calendar. When configuring the AppointmentPlus add-in within Outlook, you enter credentials for a single AppointmentPlus user account. Any appointments on the calendar grid for that AppointmentPlus user will be synced to your Outlook Calendar.
What email accounts are supported?
- The Outlook plugin officially supports Microsoft Outlook email accounts only. Third-party accounts that are connected to Outlook,
such as Gmail and Yahoo, may encounter syncing issues due to latency.
What happened to my Appointments or Reserves from yesterday?
- To ensure the amount of Appointment or Reserve information stored on your local machine does not exceed the available free space, the Outlook plugin will only show Appointments or Reserves for the current day or in the future. Any past Appointments or Reserves may be accessible by logging into the web-based AppointmentPlus scheduling system.
What if I don’t see the AppointmentPlus option in Outlook after I install Connect-Up for Microsoft Outlook, or re-open Outlook?
Outlook will disable add-ins if the add-in is taking to long to load. To enable the add-in to always load, follow the steps below:
- While in Outlook, go the File option in the Outlook menu.
- Click Manage Slow or Disabled add-ins
- Click Always Enable this add-in for Connect-Up for Microsoft Outlook.
- After the screen reloads (it may take 5-10 seconds) the option for Connect-Up for Microsoft Outlook will disappear.
- Close out the window and the AppointmentPlus tab should reappear in Outlook.