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Connect-Up for Microsoft Outlook is the ideal solution for subscribers of both the DaySmart Appointments scheduling system and the Office 365 productivity suite. This plug-in feature enables staff members to connect one of their Outlook calendars with their DaySmart Appointments calendar.
Important Information
Adrian Miller (Call Center/ Central Registration) and James Cloyd (Student Affairs) manage the DaySmart accounts independently from ITS. Navigators/Contact center staff are instructed to email daysmartsupport@mccneb.edu, so that James or Adrian can connect the staff members DaySmart accounts to their Outlook accounts. Users will need to choose either the Outlook desktop version or Outlook 365, the online version, only one may be used,
- During the enabling process, users will receive the following email:
- After clicking the 'click here' link, users will receive the following Approval required pop-up box, they will need to enter their justification and click the Request approval button before they are able to sign in:
Question: Do I need to submit a Software Request Form for access to DaySmart
Answer: At this time, no. A Software Request Form is not needed since DaySmart is managed independently from ITS services. Instead, continue requesting access using the daysmartsupport@mccneb.edu so that the DaySmart admins can properly manage the request and configuration within their administrative console.
Instructions
These instructions can be used to provide troubleshooting or guidance.
Setting Up the Sync
Below we will review how to configure the sync between your Staff Member calendar and Outlook Calendar once Staff Members have been enabled. Depending on Outlook's default calendar increment settings, Appointments may not display proportionally on your DaySmart Appointments calendar.
1. Upon receiving the Email Invitation for Connect-Up for Outlook Calendar, your Staff Member will click the link to proceed with customizing their sync options.
2. Choose notification preferences:
3. Configure sync options:
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Sync DaySmart Appointments Reserves to Outlook.
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Sync Outlook meetings to DaySmart Appointments.
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Sync Outlook meeting details (description/body only).
4. Choose Outlook meeting “Show As” statuses to sync: Busy and Out of Office are selected by default.
5. Click Start Sync.
After initial setup, a Re-sync button will appear on this page.
Frequently Asked Questions (FAQs)
What should I do if events aren’t syncing correctly?
1. Go to Settings tab within the plug-in.
2. Select Re-sync Accounts to force updates.
If this does not work -
1. Disconnect your Staff Member.
2. Disable the plug-in.
3. Re-enable the plug-in.
4. Set up the sync for your Staff Member once again.
Can Private Outlook Meetings be synced?
Private Outlook meetings will not sync their title or description. The Staff Member's calendar will display the entry as Reserved. If a synced meeting becomes private, its title and description will be removed.
How many Outlook calendar's can be synced to a Staff Member calendar?
Each Staff Member profile can only sync with one Outlook calendar at a time.
Can I sync to any Outlook calendar?
Staff Members can only sync with Outlook calendars they own. Shared or “read-only” calendars cannot be synced.
Can View-Only Users utilize this plugin?
View-Only Users can see DaySmart Appointments appointments in their Outlook 365 calendar but cannot edit or cancel them. Since they also cannot create Reserves, two-way sync from Outlook is not supported.
What doesn't sync from Outlook to DaySmart Appointments?
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All-day meetings created in Outlook will not sync to your DaySmart Appointments calendar. To mark a day as unavailable, set a Day Off in the Staff Member’s profile.
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DaySmart Appointments events will not sync to Microsoft Outlook 365.
What Appointment information displays on my Outlook calendar?
Once connected, your Outlook 365 calendar will display synced appointments.
Each Outlook item includes DaySmart Appointments information in the description and shows the Customer and Service name as the meeting title (up to 22 characters).
Can administrators configure another user’s sync settings?
No. Admins can enable/disable access but cannot adjust other users’ personal sync settings.
Do customized display names carry into Outlook?
No. Customized display names do not apply in Outlook.
What if the initial sync is slow?
Reduce Number of days to sync under Sync Settings.
What if I change a Staff Member’s Location assignments?
They must disconnect from Outlook, you update Locations, then they reconnect/sync.
Why are Appointments showing at the wrong time?
Time zones differ. Match the time zone in Outlook and DaySmart Appointments. After changing time zones in either system, disconnect and reconnect to apply.
Can two occurrences of a recurring Appointment be on the same day?
No. Microsoft Outlook prevents placing an occurrence on the same day as another occurrence in the same series.
What’s the best way to make a daily recurring “lunch” block without duplicates?
Create the recurring Reserve in one calendar (recommended: Outlook). It will sync to DaySmart Appointments and block time. Creating recurring appointments in both calendars causes duplicates.
Why don’t I see yesterday’s Appointments/Reserves in Outlook?
To conserve local storage, the plugin shows current/future items. Past items remain available in the web-based DaySmart Appointments system.
For further assistance with this issue, reach out directly to James or Adrian, or submit a new issue using the "Get Help" button. For urgent issues, contact IT Support Services at 531-622-2900.