If your company is using Microsoft Outlook 365 to manage your calendars, you can also use the essentry integration to manage your appointments. When you tag an appointment in your Outlook 365, all visitors of that appointment will be imported into essentry.
You can also connect multiple calendars with your account and sync appointments from all of them through your essentry account.
One-time integration set-up
Log into the essentry Dashboard. Then click on "YOUR DATA" and "INTEGRATIONS" in the navigation on the left side of the page.
On the new page you can see all integrations and the status of each.
Please make sure that you have set your default location. If no default location is set, you cannot connect any integrations. When you create an appointment using an integration, the location for that appointment will be your default location selected here.
Click on "Connect an Outlook Calendar".
You will be redirected to Microsoft directly and have to log in with your Microsoft credentials. When done, you will be asked to provide permissions for essentry to manage your calendar. Please click "Yes".
Afterward, you will be redirected back to the essentry Dashboard and the Microsoft Outlook integration is active. Here, you can also disconnect the integration again.
Create appointments via Outlook
As soon as you connected your calendar with essentry, you can sync appointments with essentry automatically. We only synchronize appointments which you tag explicitly.
To tag an appointment for the synchronisation with essentry you have to add a special guest to the invite: firstname.lastname@example.org. This will tell essentry to synchronize this appointment and all the other guests in it.
[In case, a customized trigger email address (e.g. email@example.com) was added for you, this email address needs to be added as a guest to the invite instead of firstname.lastname@example.org.]
Choose the location for your appointment
By default, any new appointment created via an integration will be created for the location you selected in the first step. To change the location for a signle appointment, you can use a location short code. These short codes are set up by your company and uniquely identify every location. You can enter a short code into the location field of your Outlook appointment (in the screenshot, that's "ANHQ").
If you enter an unknown code, you will receive an email informing you about that. Attached in that email you will also find a list of all location short codes currently set up for your company. If you think there is something missing or incorrect, please contact your company's administrator. They can change the short codes by following these instructions: How can I edit an existing location?