Help & Support

How do I connect my personal and UI calendars?

written by
Melanie
Last updated:
March 12, 2020

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

Feature Benefits

  • Connect 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 support Google and Outlook 365 calendars.

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 your calendar is connected, 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 connecting your calendar will only push updates from our dashboard to your calendar, 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 connect?
We are able to connect with Google Calendar or Outlook 365.

Can I connect multiple calendars?
You can connect one calendar per User Interviews account. Invite teammates to your project to view their connected calendars and coordinate session times.

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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