Set up the Microsoft Outlook integration to conveniently manage the scheduling of your meetings.
Set up the Microsoft Outlook Integration
Click on the Meetings icon in the left navigation bar.
Click on 'Calendar integration'.
Set up Calendar Integration > Connect.
Select Outlook.
Click Connect and then allow the integration.
Click Finish.
Create a new meeting with the Microsoft Outlook integration
First, make sure the integration has been set up with these steps.
Click on the Meetings icon in the left navigation bar.
Click on 'Calendar integration'.
Perdoo will make suggestions for meetings that have at least two Perdoo users participating on the calendar event.
Click on a suggestion.
Add a template (optional).
Click Save.
Integrate an existing Perdoo meeting with a Microsoft Outlook event
First, make sure the integration has been set up with these steps.
Click on the Meetings icon in the left navigation bar.
Click on 'Calendar integration'.
You'll find a list of 'Upcoming meetings in Outlook' and which meetings have been synced with a green check mark.
Synced meetings will have manually scheduling disabled and an 'Open in calendar' button.
IMPORTANT:
Currently the integration runs one-way from your calendar into Perdoo.
Only the Meeting organizer in Perdoo can integrate the meeting.
The name of the meeting needs to exactly match the name of your calendar event in order for the meeting to integrate.
You can add an integration after a Meeting has already been created. The Meeting name in Perdoo needs to exactly match the meeting name in your calendar.
Manage a meeting linked to Microsoft Outlook
Once a meeting is linked to a Microsoft Outlook event, any time changes (e.g. rescheduling, cancelling or changing the overall time/frequency of the meeting) should be made within the Microsoft Outlook event itself. Changes made to the event, will then update and show in Perdoo.
You can easily access the Microsoft Outlook event to make these changes by clicking on the 'View linked event event' link.
IMPORTANT:
Currently the integration runs one-way from your calendar into Perdoo.
The integration runs 1x a day at midnight CET, so any changes you make in your calendar will be updated after the sync runs. The Meeting organizer can also manually sync on demand by clicking 'Sync now' if you want the change to be reflected immediately.
The name of the meeting needs to exactly match the name of your calendar event in order for the integration to sync.
Unlink a Microsoft Outlook event from a meeting
In the meeting, click on the 3 dot menu beside the scheduling settings and select Delete.
FAQ
What happens if I remove an entire meeting series in Microsoft Outlook? The corresponding meeting in Perdoo will still exist, but the future time slots will not be populated.
What happens if I delete a single meeting in my Microsoft Outlook?
The meeting time will update to the next date in the meeting series.What happens if I archive or delete a meeting in Perdoo?
The Microsoft Outlook event will still remain in your calendar, and if you would like to remove it completely then you will need to go to Microsoft Outlook and delete the event there.
Need help?
Contact our friendly Support team via the live chat at the bottom-right of your screen, or email support@perdoo.com.