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      Integrating Outlook with CountingWorks PRO

      This step-by-step guide walks you through how to connect your Outlook (Microsoft 365) calendar to CountingWorks PRO so appointments sync properly.

      View our video below and/or follow the step-by-step instructions listed beneath the video.


      Step 1: Get Your Outlook Calendar ICS Link

      1. Sign in to the Microsoft account that you want to integrate with CountingWorks PRO.
        • CountingWorks PRO integrates with the Outlook Web App, so make sure you’re signing in with the same Microsoft account your desktop Outlook app is synced with.
      2. Once signed in, click the Settings (gear icon) in the upper-right corner.



      3. In the settings panel, select Calendar → Shared Calendars.
      4. Scroll down to the “Publish a Calendar” section.
      5. Select the calendar you want to integrate.
      6. For permissions, choose “Can view when I’m busy.”
      7. Click Publish, then copy the provided ICS link to your clipboard.

      Step 2: Add the Calendar to CountingWorks PRO

      1. In CountingWorks PRO, navigate to Calendar in the left menu.
      2. Choose one of the following:
        • New Calendar — to set up a brand new calendar.

      When creating a New Calendar

      1. Enter a Calendar Name.
      2. Select the Website you want this calendar associated with.
      3. Add at least one Service:
        • Type the service name into the Services field.
        • Click Add.
      4. Add a Team Member:
        • Click Add User.



      • Fill out each required field.
      • Paste the ICS link (from Step 1) into the Outlook calendar link field.

      1. Select the Service you created and choose the Appointment Duration.
      2. Mark the Appointment Type.
      3. Set your Availability by choosing the days and times clients can book.
        • When you're finished, click Add.
      4. Choose how many days before an appointment you want clients to receive a Reminder Email from CountingWorks PRO.
      5. Under Outlook Calendar Integration, click Connect.
      6. Click Save to finalize the integration.

      You're all set!

      Your Outlook calendar should now be synced with CountingWorks PRO so all new appointments appear directly on your Microsoft calendar.