Integration with Outlook Calendar
- This feature allows the admin to seamlessly integrate Bookify with Outlook Calendar on behalf of their staff members. The admin can sync staff calendars with Outlook directly or permit staff to manage their calendar synchronization. Additionally, the admin can enable customers to sync their Outlook Calendar with Bookify.
Back-End Settings (Admin’s Side)
- To integrate Bookify with Outlook Calendar, you must first set up the Client ID and Client Secret.
- Go to the Azure Portal.
- Under Azure services, locate and select Microsoft Entra ID.
- Once selected, navigate to App registrations in the left-side menu.
- Next, click on the New Registration.
- In the Register an Application window, enter the name of your app.
- Next, under the Who can use this application or access this API? section, select the option: Accounts in any organizational directory (Any Azure AD directory – Multitenant) and personal Microsoft accounts (e.g., Skype, Xbox).
- In the Redirect URI (optional) section, select Web and enter the Redirect URI of your admin site.
- Once you’ve done all this, click Register, and the application will be created.
- Your newly created application will open immediately. Under the application name, you’ll find the Application (client) ID. Make sure to copy the client ID.
- Once you’ve done this, select Certificates & Secrets in the left-side menu.
- Next, click on the New Client Secret.
- Enter a description and select 730 Days (24 months) for the expiration.
- Once done, click Add to generate your client secret.
Please note: The client secret will expire in 2 years, so you will need to generate a new one to continue using Outlook Integration in Bookify after it expires.
- Copy the Value of the client secret.
- Now, go to the Admin Dashboard > Bookify > Settings.
- Select the Integration Settings section.
- Now, navigate to the Outlook Calendar tab.
- Activate the Enable Outlook Calendar toggle button.
- Once enabled, additional fields will be displayed. Activate the Enable Add to Calendar for Customer toggle button.
- Next, paste the copied Client ID and Value in their respective fields.
- Enable the toggle buttons for the fields you want to sync with Outlook Calendar. The available fields include:
- Customer/Staff Name
- Customer/Staff Email
- Customer/Staff Phone Number
- Appointment ID
- Appointment Date
- Appointment Time
- Timezone
- Location
- Service
- Staff
- Slot Quantity
- Cost
Please note: Before proceeding, ensure the publishing status is set to In production and the User Type is External.
For this documentation, all fields have been activated.
- Once done, click the Save button.
- Now navigate to Admin Dashboard > Bookify > Staff.
- Select a staff member and click on the edit icon.
- Scroll in the Edit Staff section and click the Sign in with Outlook button.
- After clicking, the admin will be redirected to the Microsoft authentication page to enter the staff’s credentials.
- Finally, click the Sign in button.
- After the staff is successfully synced with Outlook, a Sign out from Outlook button will become visible. Clicking this button allows the admin to sign out of Outlook.
Back-End Settings (Staff’s Side)
- Access the staff dashboard by logging in.
- Go to My Profile.
- Select the edit icon in the Action section.
- Scroll in the Edit Staff section and click the Sign in with Outlook button.
Note: If the admin has already synced the staff with Outlook, the staff will see a Sign Out from Outlook button.
- After clicking, the staff will be redirected to the Microsoft authentication page to enter the staff’s credentials.
- Finally, click the Sign in button.
- After the staff is successfully synced with Outlook, a Sign out from Outlook button will become visible. Clicking this button allows the staff to sign out of Outlook.
Front-End Impact (Staff’s Side)
- Go to the website.
- Navigate to the Bookify page and book an appointment with the staff member synced with Outlook.
- Now, log in to the Outlook calendar account. As you can see, the appointment is visible on the staff’s Outlook calendar.
- Click the double-headed arrow icon to view the full appointment details.
- As you can see, all the fields synced in the backend are visible on the Outlook calendar.
Front-End Impact (Customer’s Side)
- Go to the website.
- Navigate to the Bookify page and book an appointment with the staff member synced with Outlook.
- Now, click the Add to Calendar(s) button.
- After clicking, the Outlook Calendar button will appear. Click it to be redirected to the Microsoft authentication page.
- Now, enter your Microsoft authentication credentials.
- Finally, click the Sign in button.
- Now, log in to the Outlook calendar account. The appointment is visible on the customer’s Outlook calendar.
- Click the double-headed arrow icon to view the full appointment details.
- As you can see, all the fields synced in the backend are visible on the Outlook calendar.
