Appointments

How to add Outlook Calendar appointments to your website

  1. When creating your site, you will first want to add the Appointment Component to your site or landing page.

     

  2. Once that is in place you will want to setup the appointments. To do that first navigate to Manage Clients and select Appointments.

     

  3. On the following page, click on the + New Calendar button

     

  4. Complete steps 1-3 here for general setup purposes and click the Save button at the bottom.

     

  5. Once you hit save, Step 4 will become available to add a user to the calendar.

     

  6. The following screen is where you will setup the available appointments for that specific site or landing page. Most of the details needed are straightforward; however, in the next step we will cover how to obtain the Calendar Link needed.

  7. Now open up a new browser tab and navigate to Outlook online and log in.
  8. Once logged in, click on the settings gear located in the top right corner of the screen.

     

  9. Click on View all Outlook settings at the bottom of the right side.

     

  10. Click on Calendar > shared calendars > publish a calendar > Can view when I’m busy > Publish

     

  11. Copy the ICS URL

     

  12. Go to the 3.0 CountingWorks Pro Portal > click on manage clients > Appointments > click on create to setup your calendar

     

     

  13. Fill in the information, going through each step

     

  14. Paste your link

  15. You are now all set. Now if you go back to your site or landing page, you will see all of the available services and hours you have set, which users can now select from.