Outlook Calendar Integration Settings in Synero

Synero’s Outlook Calendar Integration ensures seamless synchronization between staff schedules and their Outlook calendars, keeping appointments up to date automatically. Each staff member must sign in with their own Outlook account to enable synchronization with their personal or business calendar.

Enabling Outlook Calendar Sync for Staff

1. Staff Sign-In:
   • Each staff member must log into their Synero account.
   • Navigate to Settings > Outlook Calendar and click the Sign in with Outlook button.
   • Authorize Synero to access their Outlook Calendar.
2. Confirm Connection:
   • Once signed in, the integration will sync approved appointments automatically.

Customizing Event Details

You can personalize how appointments appear in Outlook Calendar:

• Event Title: Define the format of event titles using placeholders like {service_name} to dynamically insert service details.
• Event Description: Customize appointment descriptions with details such as:
  • {customer_full_name} – Client’s full name.
  • {service_name} – Name of the booked service.

Attendee and Visibility Settings

• Add Customers as Attendees: Toggle this option on to automatically add clients as attendees in Outlook Calendar events.
• Send Email Invitations to Attendees: If enabled, Outlook will send an email invitation to clients added as attendees.
• Customers Can See Other Attendees: Choose whether clients can see other participants in group appointments.

Appointment Sync Preferences

• Which Appointments Sync: Only Approved appointments will be added to Outlook Calendar to avoid scheduling conflicts with pending or canceled bookings.

Once staff members complete the sign-in process, all future approved appointments will sync automatically, ensuring a seamless scheduling experience.