Sync Calendar & Scheduling

Sync your firm’s calendars to keep schedules aligned and allow client appointment booking.

When to complete this task

During onboarding, or when you need to update staff scheduling tools.

Basic steps

• Go to User Preferences → Calendar
• Connect Google, Office 365, or Acuity
• Authorize and share calendars

Step-by-step instructions

Step 1: Navigate to Your eimmigration Portal URL

Step 2: click User Preferences in Top Right corner

• Hover over the Cog icon and select User Preferences

Step 3: Select Calendar

• Select Calendar located in the righthand rail of the Settings page
• Select Settings
• Scroll down to the Office 365, Acuity, or Google Calendar integration settings

Step 4: Connect your Google, Office 365, or Acuity account & Click Save

Step 5: In the Calendar module, click Share to choose which caseworkers to share with and whether access is read-only or full

• Select Share under Calendar in the righthand rail
• Select Add Caseworkers to add a caseworker
• To unlink anyone from sharing
  • Select the users you want to unlink
  • Select Unlink Selected

Video walkthrough

Helpful hints

Initial sync may take up to 15 minutes. Manage recurring events in the original calendar for best results.