Calendar Integrations

1. From the Ivorey main menu, select [Settings] > [Profile] > then scroll down to Calendar Settings > and click [+ Add New]

2. Here you can select which calendar you want to connect by clicking the [Connect] button

3. Follow the prompts to give LeadConnector permission to access your account
   
   ​Please Note: You must allow full calendar access. Failure to grant full access may result in sync issues.

4. Repeat steps 2 and 3 if you have more than one calendar to connect to Ivorey

5. Under Calendar Configuration:

   1. Next to Linked Calendar, click [Edit] to make sure the correct calendar is selected that you want linked to Ivorey - this is the calendar that any NEW appointments booked in Ivorey will show in

   2. Next to Conflict Calendar, click [Edit] to make sure the correct calendar is selected that you want linked to Ivorey - this is the calendar that Ivorey will check for any conflicts before showing availability in your Ivorey booking calendars

Note: Only NEW appointments booked inside Ivorey will display in your external calendar, from when you connect your calendar and vice versa. Connecting your calendar to Ivorey will not show appointments booked or blocked out time set before you connected your calendar.

1. From the Ivorey main menu, select [Settings] > [Profile] > scroll down to Calendar Settings > and click the [Video Conferencing] tab

2. Select [+ Add New] > and click the [Connect] button next to platform you want to integrate and host your online calls from

   1. If integrating Google Meet, you will need to connect your Google calendar to Ivorey first, as shown in Step 1 above

   2. If integrating Zoom, you will need to make sure that your Zoom account isn't integrated on another platform first

   3. If integrating Microsoft Teams, you do not need to also connect an Outlook calendar (if you don't have one)
      
      Please note: only Microsoft Teams accounts for Work or School (Organization and Education) are eligible for integration. Personal Microsoft Teams accounts are not supported. Please ensure you are using an Organization or Education account to complete the setup.

3. Follow the prompts to sign into the platform you selected and ensure all necessary permissions and access is granted

4. To manage your video conferencing settings for your team, navigate back to the Ivorey main menu, and go to [Calendars] > [Calendar Settings] > and along the top menu bar click on [Connections]

5. Select the team member from the My Staff drop-down menu, and update as needed

Third party integrations need to be re-integrated regularly to maintain the connection and ensure the integration settings and permissions are up to date. Expiration times for your integrations will mostly depend on the external platform itself (e.g. Gmail/Zoom for example), and so you will need to go into the relevant settings and re-integrate the platform to re-authenticate the integration.

Because the appointment was made while they weren't connected, the appointment won't display in the external calendar, but all new appointments booked going forward should show.

The Calendly integration is not designed for transferring current or previous appointments from Calendly to Ivorey. Instead, it's for users who are still using Calendly but want those events to also show inside their Ivorey calendar. We recommend switching to Ivorey calendars instead. But if you would like to integrate with Calendly, please refer to our Integrate Calendly with Ivorey guide for the detailed steps.

The Outlook integration will only sync events that are created directly in the connected Outlook calendar. When appointments are booked through Acuity, they are sent to Outlook as read-only invitations, which means Outlook doesn't technically own the event.

Currently, there is no native integration to sync Acuity appointments into Ivorey. However, you can use an external tool, such as Zapier or Pabbly, to send your Acuity appointments into Ivorey automatically.