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Microsoft Calendar Setup with Arborgold
Integrating Microsoft Calendar with Arborgold: Streamlining Appointment and File Syncing
In this guide, we’ll explore how to sync Arborgold's sales appointments and service appointments with Microsoft Calendar and keep your Arborgold files in sync.
Why Integrate Arborgold with Microsoft Calendar?
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Avoid Double Booking – Sync appointments across platforms to prevent scheduling conflicts.
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Centralized Scheduling – View and manage appointments from Outlook or Arborgold.
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File Synchronization – Attach job-related files (estimates, contracts, photos) and access them in both systems.
How to Connect Microsoft Calendar with Arborgold?
Steps:
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Sign in to Arborgold and navigate to Settings >> Calendar Setup under Integration
- Enter your Microsoft/Outlook email address then click on Save.
- Initiate the OAuth Process:
- Click the Connect Account button,
- You will be redirected to Microsoft's OAuth consent screen,
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Sign in with your Microsoft credentials
- Grant Permissions:
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Review the permissions requested by Arborgold
- Click Accept to authorize the connection
(Note: Microsoft may show an "unverified" label - this is standard for third-party apps and doesn't affect security when using OAuth)
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- Complete the Connection:
- After granting access, you will be redirected back to Arborgold.
- Your Microsoft calendar will now be connected to your Arborgold.