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Activate Two-Way Calendar Sync
Activate Two-Way Calendar Sync
Updated over 5 months ago

Enabling two-way calendar sync will allow events to sync from a user's external calendar into CASEpeer's calendar. This can only be done by a firm administrator.

NOTE: It is important to be aware that, once enabled, events from a user's external calendar must be copied to the CASEpeer Calendar, and CASEpeer cannot distinguish event types when they are synced from an external calendar into CASEpeer.

To Activate Two-Way Calendar Sync:

  • Navigate to the Gear Icon in the top right corner of your account and select Account Settings.
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  • Click on the Settings header.

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  • Toggle on Two-Way Calendar Sync.

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For users linking their calendar for the first time:

  • Select Profile Settings

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  • Select Link Calendar

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  • Select the appropriate email provider to connect.

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For users that have already linked their calendars:

  • Select Profile Settings.

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  • Select Manage Calendar

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  • Select Unlink Calendar.

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  • Confirm that you'd like to unlink.

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  • Re-link your calendar.

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