How to Connect Google Calendar or Outlook to Calendly and MyCase

Integrating your calendars with Calendly and MyCase can significantly enhance your scheduling and case management efficiency. By connecting Google Calendar or Outlook with these platforms, you can ensure that all your appointments are automatically synced, helping you avoid double bookings and stay organized.

In this guide, we’ll walk you through the steps to connect both Google Calendar and Outlook to Calendly and MyCase, enabling seamless integration across your scheduling and case management systems.

Step 1: Connect Google Calendar or Outlook to Calendly

For Google Calendar:

1. Log in to your Calendly account.
2. Go to the Integrations page from the settings menu.
3. Find Google Calendar and click Connect.
4. A pop-up will appear prompting you to sign in to your Google account. Enter your credentials and grant Calendly permission to access your calendar.
5. Once connected, you can choose which Google Calendar Calendly should check for availability and where to add scheduled events.

For Outlook:

1. Log in to your Calendly account.
2. Navigate to the Integrations page.
3. Locate Outlook Calendar and click Connect.
4. Sign in to your Outlook account when prompted and allow Calendly to access your calendar.
5. Similar to Google Calendar, select the specific Outlook Calendar Calendly should monitor for availability.

Step 2: Connect Calendly to MyCase

Once you have your calendar set up, the next step is to connect Calendly to MyCase.

1. Log in to your Calendly account.
2. Go to the Integrations section again.
3. Scroll down to find MyCase and click Connect.
4. You’ll be prompted to sign in to your MyCase account. Enter your login information and grant access.

Step 3: Configure Sync Settings

After connecting Calendly to MyCase, configure how appointments will be synced:

1. Choose whether new appointments booked through Calendly will create new cases in MyCase or link to existing ones.
2. Adjust notification settings to keep both you and your clients informed about upcoming meetings.

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Step 4: Verify Calendar Sync

To ensure everything is functioning correctly, conduct a test:

1. Book a meeting using Calendly. Choose a time that appears free in your connected Google or Outlook calendar.
2. Check your Google Calendar or Outlook to confirm that the event appears there.
3. Log into MyCase to verify that the appointment has been synced correctly, including any relevant client details.

Step 5: Managing Appointments in MyCase

Once your calendars are integrated:

1. All new appointments booked via Calendly will automatically sync with MyCase, making it easy to manage client interactions and appointments within your case management system.
2. You can access client information, case details, and appointment history, ensuring a comprehensive view of your engagements.

Connecting Google Calendar or Outlook with Calendly and MyCase is a powerful way to enhance your scheduling and case management process. With automatic syncing, you’ll save time, reduce the risk of double bookings, and maintain a more organized workflow.