How do employees connect their Outlook Calendar to Amelia

After Outlook Calendar integration is enabled and configured, each employee must connect their own Outlook account for synchronization to work.

Calendar sync is established on a per-employee basis. Until an employee connects their Outlook account, their appointments and events will not be synced.

Who needs to connect an Outlook account?

Every employee who should have their appointments or events synced with Outlook Calendar must connect their own Outlook account.

This applies to both:

Appointments booked for that employee
Events where the employee is assigned as an organizer or staff member

How do employees connect Outlook Calendar from the back end?

In the WordPress back end, open Amelia → Employees and edit an employee.

In the employee profile, access the Integrations tab. Click on the Outlook Calendar card in there and click the Connect button on the next page.

How do employees connect Outlook Calendar from the front end Employee panel?

If you use the front end Employee panel, employees can connect their Outlook account from the My Profile page.

In the profile settings, click the button next to Outlook Calendar to start the connection process.

After signing in and approving access, the employee is redirected back to the Employee panel and the connection becomes active.

How can I tell if the Outlook account is connected?

When the Outlook account is successfully connected, the connect button changes to Disconnect and it changes color. The card also displays the connected Outlook account name.

Can employees disconnect their Outlook Calendar?

Employees can disconnect their Outlook account at any time by clicking the Disconnect button in their Employee panel or in the back end if they are linked with an Amelia Employee WordPress user role.

After disconnecting, Amelia will stop syncing appointments and events for that employee, but existing Outlook events will not be removed automatically.

What happens after employees are connected?

Once an employee connects their Outlook account:

New appointments created in Amelia are synced to their Outlook Calendar
Busy events in Outlook can block availability in Amelia (if enabled)
Events where the employee is assigned as Organizer are added to Outlook

Synchronization behavior depends on the Outlook Calendar settings configured in the integration’s General tab.