In this video we will walk through the Outlook calendar integration.
Connect Your Outlook Calendar with Practice Pro
Click your name in the top right corner of the screen to access the navigation menu.
Select My Profile.
Click on the Integrations tab on your member profile page.
Click the Connect button under Outlook.
You will be redirected to the Office 365 Online website and be prompted to log in.
Log in to Office 365 to confirm that you want to integrate with Practice Pro.
Note: This may take a few minutes to connect, so please be patient and do not refresh your browser.
You will be redirected back to the Practice Pro integrations page.
You will see that you are now connected with Outlook and you can disconnect at any time.
View Your Calendar
Click Calendar from the left-hand menu.
Update Your Calendar Display Preferences
Your default calendar view, whether month, week, or day is controlled by your account preferences and can be changed at any time. To update it:
Click your name in the top right corner of the screen to access the navigation menu.
Select My Profile.
Scroll down in the Details tab to Preferences.
Open the dropdown menu and choose your preferred default view.
Calendar Sharing
If you have permission to view other users' calendars, you'll see them listed in the calendar view in a different color from your events. You can toggle calendars on or off to customize your display.
Please note that calendar sharing permissions must be configured through Outlook on the web, not through the desktop Outlook app. If permissions are granted only in the desktop app, they won't carry over. If you need to share your calendar or allow someone to add events, log into Outlook on the web and delegate access from there.
Add a Calendar Event
To add a new event to your calendar:
Click the Add Event button.
Enter the event details.
Optionally, invite other attendees.
Click Save.
Adjust the Calendar View
You can adjust your calendar view at any time. Switch between month, week, day, or list views, depending on what you need.
List View
The List tab displays your selected calendars in a simple, scrollable format for a chosen date range. You can also open Settings to choose which columns appear, giving you control over the details shown in the grid.
Calendar Events Associated with Matters
Calendar events that are associated with matters are visible from the matter view. To find events under matters:
Navigate to the Matters page from the left-hand menu.
Choose a matter.
Click the Events tab within the matter.
You can view events associated with that matter in list or calendar format.
