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Help · Outlook

Let Receptly book jobs into your Outlook calendar

Microsoft doesn’t let you share an editable calendar with anyone outside your business, so Outlook works differently from Google. You sign in once and click Accept. About two minutes on a computer.

2 minOn a computer. Easier than on a phone.
YouWhoever owns the Outlook or Microsoft 365 account.
FreeNo extra Microsoft licence.

Before you start

What you need

  • A computer. You’ll sign in to your Microsoft account once.
  • The email invite we send you after the setup call. It gives you a login to your Receptly settings, for this one job.
  • If someone else runs your business Microsoft 365, they may need to approve the connection. If you see Need admin approval, forward it to them.

Steps

Connect it once

  1. Open the inviteClick the link in our email and set a password for your Receptly login.
    your emailYou’re invited to your Receptly settingsSet a password to finish setting up your login.Set your password1Open our invite
  2. Go to ConnectionsClick Settings, then Calendars, then the Connections tab.
    your Receptly settingsSettingsBusiness ProfileCalendarsPhoneUsersCalendarsPreferencesAvailabilityConnections2Settings, Calendars, Connections
  3. Add OutlookClick Add New and choose Outlook.
    your Receptly settingsConnections+ Add NewGoogleOutlookOther3Add New, then Outlook
  4. Sign in to MicrosoftSign in with the account your work calendar lives in.
    Microsoft sign-inSign inEmailyou@yourbusiness.com.auPassword••••••••NextMicrosoft’s own sign-in page4Sign in to Microsoft
  5. AcceptClick Accept. You’re done. We set up which calendar it books into.
    Microsoft sign-inPermissions requestedRead and add events to your calendarsMaintain access to data you’ve givenit access toCancelAccept5Click Accept. Done.

Pictures are simplified. Your screen may look a little different.

If your screen doesn’t show Settings, click your initials in the corner, then Profile, then Calendar settings. Same Outlook button from there. Outlook.com, Hotmail, Live and Microsoft 365 accounts all work this way. An on-site Exchange server doesn’t. If that’s you, say so on the setup call.

What it costs you

Nothing

There’s no charge from us or from Microsoft to connect it.

Why we do it this way

What we won’t ask you for

  • Your password. Not for any of your accounts, not ever. If someone says they’re from Receptly and asks for one, it isn’t us.
  • A login of our own inside your software. Most job software charges per user, so that would put your bill up, and some of them ban shared logins outright.

Switching it off

You can cut us off yourself, any time

Log in and go back to Settings, Calendars, Connections, and remove Outlook. Or tell us and we’ll remove it the same day.

Jobs already in your calendar stay where they are.

Questions

Straight answers

Why can’t I just share it like Google?

Microsoft 365 only allows view-only sharing with people outside your business. We need to add bookings, so view-only won’t do.

Will I have to log in again?

Only if the connection drops, for example after you change your Microsoft password. If that happens we’ll tell you.

Stuck on a step?

Stop where you are and tell us on the setup call. We’ll walk you through it on the phone while you tap. Or email contact@receptlyai.com.au with the step number you’re on.

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