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Integrating Outlook with GHL Customer Care Calendars

A simple guide to integrating Outlook with GHL Customer Care calendars. Sync your appointments and streamline your scheduling with ease.

3 min read599 words5 explained imagesUpdated Thu, 27 Aug at 9:21 AM
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On this page
  1. Key Benefits of Integrating Outlook Calendar
  2. Prerequisites for Outlook Calendar Integration
  3. Steps to Connect Outlook Calendar
  4. Step 1: Navigate to Calendar Connections
  5. Step 2: Authenticate with Outlook
  6. Seeing “Need Admin Approval” When Connecting Outlook?
  7. Frequently Asked Questions
  8. Related Articles

This article guides you through connecting your Outlook Account to GHL Customer Care Calendars for seamless event syncing and efficient calendar management.

TABLE OF CONTENTS

What is Outlook Calendar Integration?

Integrating your Outlook calendar with GHL Customer Care helps you sync your bookings from Outlook Calendar to the system and vice versa. This ensures correct availability, prevents double bookings, and facilitates seamless scheduling and booking management.

Key Benefits of Integrating Outlook Calendar

  • Seamless Integration: Connect your existing Outlook (Microsoft) account in just a few clicks.
  • Smart Availability: Automatically reflect your Outlook calendar availability in GHL Customer Care scheduling.
  • Avoid Double-Booking: Events from Outlook can be displayed as busy slots inside GHL Customer Care.
  • Streamlined Management: Centralize appointment handling while staying synced with external tools.
  • Automatic catch-up syncing: Appointments created while disconnected sync automatically after reconnect. Connecting a new calendar or switching the selected calendar resyncs upcoming appointments automatically.

Prerequisites for Outlook Calendar Integration

  1. You must have an active Outlook (Microsoft) account.
  2. You need to be logged into your GHL Customer Care user profile.
  3. Writer access is required to send events to Outlook.

Steps to Connect Outlook Calendar

Step 1: Navigate to Calendar Connections

  1. Go to your sub-account Settings.
    Step 1 of 3: Go to your sub-account Settings What this shows Step 1 of 3: Go to your sub-account Settings. What this shows Shows where to go for step 1 of 3 in the "Step 1: Navigate to Calendar Connections" section of "Integrating Outlook with GHL Customer Care Calendars". This screenshot accompanies step 1 of 3 in the "Step 1: Navigate to Calendar Connections" section of "Integrating Outlook with GHL Customer Care Calendars". At this point in the walkthrough you go to your sub-account Settings. For context, this section explains: Go to your sub-account Settings. Select Calendars under Business Services. Click on the Connections tab and then + Add New button to add a new calendar. The next step is to select Calendars under Business Services. Step 1 of 3Image 1 of 5 Where to goGo to your sub-account Settings.
    Buttons and menus referenced Settings.CalendarsConnections+ Add New
    Next stepSelect Calendars under Business Services.
    All 3 steps in this procedure
    1. Go to your sub-account Settings. this image
    2. Select Calendars under Business Services.
    3. Click on the Connections tab and then + Add New button to add a new calendar.

  2. Select Calendars under Business Services.
  3. Click on the Connections tab and then + Add New button to add a new calendar.
    Step 3 of 3: Click on the Connections tab and then + Add New button to add a new… What this shows Step 3 of 3: Click on the Connections tab and then + Add New button to add a new calendar. What this shows Shows what to click for step 3 of 3 in the "Step 1: Navigate to Calendar Connections" section of "Integrating Outlook with GHL Customer Care Calendars". This screenshot accompanies step 3 of 3 in the "Step 1: Navigate to Calendar Connections" section of "Integrating Outlook with GHL Customer Care Calendars". At this point in the walkthrough you click on the Connections tab and then + Add New button to add a new calendar. Step 3 of 3Image 2 of 5 What to clickClick on the Connections tab and then + Add New button to add a new calendar.
    Buttons and menus referenced Connections+ Add NewSettings.Calendars
    All 3 steps in this procedure
    1. Go to your sub-account Settings.
    2. Select Calendars under Business Services.
    3. Click on the Connections tab and then + Add New button to add a new calendar. this image

Step 2: Authenticate with Outlook

  1. From the Connections page, click on the Connect button beside OutlookCalendar.
    Step 1 of 3: From the Connections page, click on the Connect button beside Outlook… What this shows Step 1 of 3: From the Connections page, click on the Connect button beside Outlook Calendar. What this shows Shows what to click for step 1 of 3 in the "Step 2: Authenticate with Outlook" section of "Integrating Outlook with GHL Customer Care Calendars". This screenshot accompanies step 1 of 3 in the "Step 2: Authenticate with Outlook" section of "Integrating Outlook with GHL Customer Care Calendars". At this point in the walkthrough you from the Connections page, click on the Connect button beside Outlook Calendar. The next step is to sign in to your Outlook Account. Step 1 of 3Image 3 of 5 What to clickFrom the Connections page, click on the Connect button beside Outlook Calendar.
    Buttons and menus referenced ConnectionsConnectOutlookCalendarOutlook Accountnecessary permissionsSupportedNot Supported
    Next stepSign in to your Outlook Account.
    All 3 steps in this procedure
    1. From the Connections page, click on the Connect button beside Outlook Calendar. this image
    2. Sign in to your Outlook Account.
    3. Accept the necessary permissions to complete the authentication process.

  2. Sign in to your Outlook Account.
  3. Accept the necessary permissions to complete the authentication process.
    Step 3 of 3: Accept the necessary permissions to complete the authentication process What this shows Step 3 of 3: Accept the necessary permissions to complete the authentication process. What this shows Shows what this covers for step 3 of 3 in the "Step 2: Authenticate with Outlook" section of "Integrating Outlook with GHL Customer Care Calendars". This screenshot accompanies step 3 of 3 in the "Step 2: Authenticate with Outlook" section of "Integrating Outlook with GHL Customer Care Calendars". At this point in the walkthrough you accept the necessary permissions to complete the authentication process. Step 3 of 3Image 4 of 5 What this coversAccept the necessary permissions to complete the authentication process.
    Buttons and menus referenced necessary permissionsConnectionsConnectOutlookCalendarOutlook AccountSupportedNot Supported
    All 3 steps in this procedure
    1. From the Connections page, click on the Connect button beside Outlook Calendar.
    2. Sign in to your Outlook Account.
    3. Accept the necessary permissions to complete the authentication process. this image
     
Supported: Microsoft 365 / Exchange Online accounts. 
Not Supported: Stand-alone or on-premises Microsoft Exchange servers.

Seeing “Need Admin Approval” When Connecting Outlook?

Seeing “Need Admin Approval” When Connecting Outlook? (image 5 of 5) What this shows Supported: Microsoft 365 / Exchange Online accounts. What this shows Illustrates the "Seeing “Need Admin Approval” When Connecting Outlook?" section of "Integrating Outlook with GHL Customer Care Calendars". This screenshot appears in the "Seeing “Need Admin Approval” When Connecting Outlook?" section of "Integrating Outlook with GHL Customer Care Calendars". The text alongside this image reads: Supported: Microsoft 365 / Exchange Online accounts. Not Supported: Stand-alone or on-premises Microsoft Exchange servers. Immediately after, the guide continues: When connecting Outlook as a third-party calendar in GHL Customer Care, you may see a “Need admin approval” screen. This means your organization requires an administrator to approve the connection before it can be completed. Image 5 of 5 What this coversSupported: Microsoft 365 / Exchange Online accounts. Not Supported: Stand-alone or on-premises Microsoft Exchange servers.
Buttons and menus referenced “Need admin approval”administrator account
Next stepWhen connecting Outlook as a third-party calendar in GHL Customer Care, you may see a “Need admin approval” screen. This means your organization requires an administrator to approve the connection before it can be completed.

When connecting Outlook as a third-party calendar in GHL Customer Care, you may see a “Need admin approval” screen. This means your organization requires an administrator to approve the connection before it can be completed.

Prerequisite: Sign in to the Microsoft Entra admin center with an administrator account or as a designated reviewer with the appropriate role to review and approve the request.

For instructions on reviewing and approving the request, refer to Microsoft’s documentation:

Help Doc: https://learn.microsoft.com/en-us/entra/identity/enterprise-apps/review-admin-consent-requests

Video Tutorial: https://www.youtube.com/watch?v=8UIWEeTxaO0

Frequently Asked Questions

Q: Does Outlook integration work with event calendars?

No, Outlook integration does not work with event calendars. Event calendars support only Google Integration.

Q: Can I integrate multiple Outlook accounts?
Yes, with the latest enhancements you can integrate more than one outlook account. 

Q: What happens if I disconnect Outlook?
GHL Customer Care will no longer receive availability or event data from Outlook, and calendar-based scheduling may be impacted.

Q: What if my Outlook calendar was deleted and GHL Customer Care shows an error banner?
Click Fix This on the banner to review deleted calendar instances and where they’re connected in GHL Customer Care. Then select Remove Deleted Calendars to remove broken connections and restore an error-free setup. 

Q: Are there any limitations to Outlook integration across accounts?
No. With the latest enhancement, the same Outlook account can be connected across multiple sub-accounts.

Q: What types of Outlook accounts are supported?
GHL Customer Care supports Office 365, Outlook.com, live.com, and hotmail calendar.

Q: What scenarios are not supported by this integration?
If you use Outlook Desktop and your events are not synced to the cloud, those events will not be visible to GHL Customer Care. We also do not support Outlook accounts hosted on on-premise Exchange servers.

Frequently asked questions

Seeing “Need Admin Approval” When Connecting Outlook?
When connecting Outlook as a third-party calendar in GHL Customer Care, you may see a “Need admin approval” screen. This means your organization requires an administrator to approve the connection before it can be completed. Prerequisite: Sign in to the Microsoft Entra admin center with an administrator account or as a designated reviewer with the appropriate role to review and approve the request. For instructions on reviewing and approving the request, refer to Microsoft’s documentation: Help Doc: https://learn.microsoft.com/en-us/entra/identity/enterprise-apps/review-admin-consent-requests Video Tutorial: https://www.youtube.com/watch?v=8UIWEeTxaO0

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