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Connect-Up for Microsoft Outlook Calendar 365

Learn how to set up, manage, and troubleshoot Connect-Up for Outlook Calendar 365 to seamlessly sync appointments, reserves, and events between calendars.

Sabrina Herrera avatar
Written by Sabrina Herrera
Updated over a week ago

📝 Overview

Connect-Up for Microsoft Outlook 365 is the ideal solution for subscribers of both the DaySmart Appointments scheduling system and the Office 365 productivity suite. This plugin allows Staff Members to connect one of their Outlook calendars with their scheduling system.

🚀 Enabling the Connect-Up for Outlook Plugin

Below we will review step-by-step instructions to follow in order for Headquarters Administrators to enable Connect-Up for Outlook. Once this step is taken, move onto the next sections of this article to find out how to initiate then customize the sync for Staff Members.

Click here to learn more about Enabling the Plugin

  1. Go to The Marketplace.

  2. Locate Connect-Up for Microsoft Outlook 365 under the Featured Plugins category.

  3. Click Learn More/Enable.

  4. On the plugin description page, select one or more Locations from the drop-down menu.

  5. Click Update to confirm.

🔑 Activating the Plugin for Staff Members

Once the plugin is enabled, Headquarters or Location Administrators can activate it for specific Staff Members. Staff Members with an email address in their profile will receive an email invitation containing a link to connect their Staff Member calendar and Outlook calendar.

Click here to learn more about Activating Plugin for Staff Members

  1. Open the plugin’s Settings tab.

  2. Use the Staff Members dropdown to select the users to invite.

  3. Click Update Settings to save.

🛠️ Setting Up the Sync

Below we will review how to configure the sync between your Staff Member calendar and Outlook Calendar once Staff Members have been enabled. Depending on Outlook's default calendar increment settings, Appointments may not display proportionally on your DaySmart Appointments calendar.

Click here to learn more about Setting Up the Sync

  1. Upon receiving the Email Invitation for Connect-Up for Outlook Calendar, your Staff Member will click the link to proceed with customizing their sync options.

  2. Choose notification preferences:

    • Notify when a resync is completed.

    • Notify when an Appointment/Reserve cannot be updated from Outlook.

  3. Configure sync options:

    • Sync DaySmart Appointments Reserves to Outlook.

    • Sync Outlook meetings to DaySmart Appointments.

    • Sync Outlook meeting details (description/body only).

  4. Choose Outlook meeting “Show As” statuses to sync: Busy and Out of Office are selected by default.

  5. Click Start Sync.

After initial setup, a Resync button will appear on this page.

💡 Please note: Only items 90 days in the future will sync, this plugin does not work retroactively.

🔌 Disconnecting Staff Members From the Plugin

Below we will review step-by-step instructions for Headquarter and Location Administrators to disconnect Staff Members' calendars with their Outlook calendar. Once these actions are complete, all synced information will be removed, and the connection will be severed.

Click here to learn more about Disconnecting Staff Members

  1. Click the Staff Members tab.

  2. Locate the Connect-Up for Microsoft Outlook 365 column.

  3. Click the slide button to disable the Connect-Up connection.

  4. Click the Update button.

  5. Go to The Marketplace and locate the Connect-Up for Microsoft Outlook 365 plugin.

  6. Click the Settings tab within the plugin.

  7. Under Staff Members, uncheck the users to remove. If removing all users, click Select None.

  8. Click Update Settings to save edits.

❌ Disabling the Connect-Up for Outlook Plugin

Below we will review how Headquarter Administrators can disable the plugin within the Marketplace if you no longer wish to use Connect-Up for Microsoft Outlook 365. After completing this action, all Outlook meetings from your DaySmart Appointments calendar and all Appointments and Reserves from your Outlook calendar will be removed.

⚠️ Please note: You must disconnect all your Staff Members’ calendars first to completely disable the plugin.

Click here to learn more about Disabling the Plugin

  1. Go to The Marketplace.

  2. Locate the Connect-Up for Microsoft Outlook 365 plugin.

  3. In the first tab, open the Locations dropdown.

  4. Uncheck individual locations or select None.

  5. Click Update.

❓Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

What should I do if events aren’t syncing correctly?

Click the arrow to see the answer

  1. Go to Settings tab within the plugin.

  2. Select Resync Accounts to force updates.

    If this does not work -

  1. Disconnect your Staff Member.

  2. Disable the plugin.

  3. Reenable the plugin.

  4. Set up the sync for your Staff Member once again.

How do I resend an Invite Email?

Click below to see the answer

Administrators can resend invitations to staff members at any time.

  1. Click Staff Members tab.

  2. Select the desired staff member profile.

  3. Click Email invitation to join Connect-Up for Microsoft Outlook 365 in the lefthand menu.

Can Private Outlook Meetings be synced?

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Private Outlook meetings will not sync their title or description. The Staff Member's calendar will display the entry as Reserved. If a synced meeting becomes private, its title and description will be removed.

How many Outlook calendar's can be synced to a Staff Member calendar?

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Each Staff Member profile can only sync with one Outlook calendar at a time.

Can I sync to any Outlook calendar?

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Staff Members can only sync with Outlook calendars they own. Shared or “read-only” calendars cannot be synced.

Can View-Only Users utilize this plugin?

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View-Only Users can see DaySmart Appointments appointments in their Outlook 365 calendar but cannot edit or cancel them. Since they also cannot create Reserves, two-way sync from Outlook is not supported.

What doesn't sync from Outlook to DaySmart Appointments?

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  • All-day meetings created in Outlook will not sync to your DaySmart Appointments calendar. To mark a day as unavailable, set a Day Off in the Staff Member’s profile.

  • DaySmart Appointments events will not sync to Microsoft Outlook 365.

What Appointment information displays my Outlook calendar?

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Once connected, your Outlook 365 calendar will display synced appointments.
Each Outlook item includes DaySmart Appointments information in the description and shows the Customer and Service name as the meeting title (up to 22 characters).

Can administrators configure another user’s sync settings?

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No. Admins can enable/disable access but cannot adjust other users’ personal sync settings.

Do customized display names carry into Outlook?

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No. Customized display names do not apply in Outlook.

What if the initial sync is slow?

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Reduce Number of days to sync under Sync Settings.

What if I change a Staff Member’s Location assignments?

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They must disconnect from Outlook, you update Locations, then they reconnect/sync.

Why are Appointments showing at the wrong time?

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Time zones differ. Match the time zone in Outlook and DaySmart Appointments. After changing time zones in either system, disconnect and reconnect to apply.

Can two occurrences of a recurring Appointment be on the same day?

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No. Microsoft Outlook prevents placing an occurrence on the same day as another occurrence in the same series.

What’s the best way to make a daily recurring “lunch” block without duplicates?

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Create the recurring Reserve in one calendar (recommended: Outlook). It will sync to DaySmart Appointments and block time. Creating recurring appointments in both calendars causes duplicates.

Why don’t I see yesterday’s Appointments/Reserves in Outlook?

Click below to see the answer

To conserve local storage, the plugin shows current/future items. Past items remain available in the web-based DaySmart Appointments system.

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