Help & Support

How do I sync my personal and UI calendars?

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Last updated:
September 30, 2019

Our platform allows the project owner (only) to sync a personal calendar with the active project schedule. You will not be able to sync your personal calendar to a draft or closed project.

Feature Benefits

  • Sync your Google or Outlook 365 calendar with your active project schedule
  • View tentative and/or booked sessions on your personal calendar

Connecting Your Calendar

First, visit the schedule tab of your project dashboard and click the "Add/Edit Sessions" button.

A new button will appear. Click "Connect Calendar".

You'll be asked to select the type of calendar you want to connect. We offer Google and Outlook 365 syncing.

Once you select your calendar type, you'll be asked to sign in to your account. Give the system a minute to do its work. Once syncing is complete, you'll be redirected back to your project dashboard and a confirmation note will appear at the top of the page.

Syncing Direction

Keep in mind that our calendar sync tool will only push updates from our dashboard to your calendar, and not the other way around. All changes made on the UI platform will be reflected on your personal calendar. However, changes on your personal calendar will not be reflected in your dashboard. If you need to add, edit, or remove a session, be sure to do this within the UI platform.

Viewing Options

When your calendar is connected to your dashboard, you'll notice that all sessions you booked on our schedule will automatically get pushed to your personal calendar.

If you'd like to only see booked times on your calendar, click "Add/Edit Sessions". A new option will appear (see below). Uncheck the box next to "Add the time slots I select as tentative events on my calendar" to remove tentative, unfilled spots from your personal calendar.

Frequently Asked Questions

What type of calendar can I sync?
We are able to sync with Google Calendar or Outlook 365 calendars.

Can I sync multiple calendars?
You will only be able to sync one calendar per project.

Can participants see my personal calendar? 
Participants will only be able to see availability as provided on your User Interviews schedule when they are booking a session. They will not be able to see your personal calendar.

If I update in my personal calendar (i.e. Gmail or Outlook), will the UI platform automatically update? 
The schedule will only update changes made on the UI platform on your calendar. Changes made to your personal calendar will not be reflected on your UI schedule.

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