Integrating Birdeye with Microsoft Calendar
Microsoft Calendar is Outlook's calendar and scheduling component that is fully integrated with email, contacts, and other features. Just as you write in a notebook, you can click any time slot in the Microsoft Calendar and start typing. By using the Calendar, you can create appointments and events, organize meetings, view group schedules, and much more. It is integrated via Nylas.
The Microsoft Calendar supports various features, including creating appointments and events, organizing meetings, ability to view group schedules and calendars side-by-side. It enables users to send calendars to anyone through email, manages another user's calendar, and much more. Integrating Microsoft Calendar with Birdeye will ease the process of booking, scheduling, etc.
Any appointments scheduled via Birdeye will show up on Outlook, or any edits made on the calendar will also show on the Birdeye appointments calendar.
When businesses use Birdeye's appointment booking widget to schedule appointments with their customers, Birdeye will automatically send reminders to those customers. These reminders will be sent via email and SMS text messages. It reduces no-shows and ensures that customers are well-informed about their scheduled appointments.
To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. After the Birdeye technical support team sets up the initial integration, you can log in to your Birdeye account to complete the integration process.
To integrate Outlook calendar with Birdeye
Follow the below steps:
HANDY TIP: If there is only one user for a business, that individual will act as the main/ primary user.
Businesses can create a main account or can use one of the users as a main account user and then authorize themselves.
Other users can share their calendars with the main user in the following way.
Hover over three dots of your calendar under ‘My calendars.’ Choose the ‘Sharing and permissions’ option.
Enter the email address of the main user in the text box.
Once you add the email address, the ‘Share’ option will appear next to it. Click on the drop-down button and select the ‘Can edit’ option. Furthermore, click on ‘Share.’
The main user will receive an email for the shared calendar.
Accept the invitation by clicking on the ‘Accept’ option.
After accepting the invitation, follow the below steps:
You have to open the main user calendar.
The shared calendar will be visible under ‘My calendars’ (for instance, Koushal3 Goyal3 here).
HANDY TIP: In the case of Outlook, when a user shares a calendar with other users, its display name would be the sharer profile name.
Enter the name you want to show for providers under ‘Birdeye Widget.’
To change the name of the calendar
Follow the below steps:
Select the calendar to which you want to change the name, and click on the ‘three dots’ against the calendar.
Select ‘Rename.’
Edit the name.
Now, you will view that the name has been changed and is reflected under the ‘Other Calendars section.’
Authorize through Integration Dashboard
To complete the process, click on the ‘BE Integrations’ tab on the left navigation rail. Go to ‘Settings’ and click on ‘Business Profile.’
Choose any location which you have added while setting up Microsoft Calendar integration.
Scroll down to the CRM integration and click ‘Authorize Microsoft Calendar.’
You will be redirected to Nylas’ login page.
Enter your password and click ‘Log in.’
Upon successful integration, you will be redirected to your Birdeye account. Here, you can view the 'Authorized' status for Microsoft Calendar.