Prerequisites: You must have an active Outlook Calendar integration set up by following the steps here.
This setting allows you to create, edit, and delete bookings from Outlook Calendar, and have those booking updates be reflected and pulled in to Coworks automatically.
WARNING: When creating bookings in Outlook Calendar, we can NOT check for conflicts in Coworks. Please understand that you are responsible for making sure the correct availability has been considered.
How to set up 2-way Outlook Calendar sync
To activate the 2-way sync, first go to your integration settings. Go to the Community tab in the admin dashboard, select the "Integrations" option, and then click on "Settings" under Outlook Calendar.
Next turn on "Automatically Pull in changes from Outlook Calendar Events" and click "Save."
This will allow Coworks to start pulling in events from Outlook Calendar.
Make sure your rooms in Coworks are synced with the correct Outlook Calendars.
In order for this integration to work, all of your Coworks Rooms must be synced to a corresponding Outlook Calendar. Otherwise, we don't know where to place the bookings in Coworks.
Go to the Rooms tab, click "Edit" for the desired room, and enable the Outlook Calendar toggle under "Integrations." Then, choose the corresponding Outlook Calendar for the room from the dropdown and click "Save."
Once the above is completed, any bookings made in an Outlook Calendar that is synced to a Coworks room will be reflected in Coworks
Create bookings in Outlook Calendar to test how they appear in Coworks.
In Outlook:
Bookings and events in Coworks that have been pulled from Outlook will show "Outlook Calendar (pulled)" in the "Source" field of the booking details in Coworks, as shown above.
Note: Recurring Bookings are not supported at this time.
To push bookings from Coworks directly into Outlook Calendar automatically, make sure the "Push" setting is also activated here.
Note: When setting up the 2-way sync for the Outlook Calendar integration, any existing meetings in Outlook Calendar will not be automatically added into Coworks.
If you'd like us to import those meetings into Coworks for you, just let us know!
Happy Coworking!