In this article, you will learn how to configure new calendars within Actionstep.
When you first configure your Actionstep system, no calendars will be available by default. Do not be alarmed, however, as it will be a very simple task to configure your first calendar. The first step is to navigate to:
Calendar -> Today
Doing so should take you to the following page:
As shown by the screenshot above, there are three different types of calendars you can add: Actionstep, Google and Microsoft Office. As the names imply, Actionstep calendars are created locally within your system, whilst the other two options sync data across from existing calendars.
|Note: Actionstep calendars are only available in the Practice Pro + Accounting Plan.|
If you select 'Actionstep Calendar', you'll be asked to set a few basic preferences, such as the name of the calendar and how you would like to manage alerts in regards to appointments or changes to the calendar.
In regards to the two fields shown below:
Append to Title - The text entered into this box will appear after the appointment title when you create the appointment and link it to a matter. You can then use merge fields to pull the information entered into this field within specific matters.
Prepend to Description - As with the option above, populating this field will populate the text in the box in the description of the appointment when the appointment is being created and linked to a matter. This text will appear after any text you enter into the description while creating the appointment. You can then use merge fields to pull the information entered into this field within specific matters.
When you click on this option, Actionstep will redirect you to the Google login page for authentication. If Actionstep detects multiple calendars associated to your Google Apps Login, you will be taken to the following page:
After you have selected the correct calendar, click on 'Next' to be taken to the regular calendar configuration page, as shown further above.
When you click on this option, you will be asked to complete the fields pictured below. If you check the box for 'Show Advanced Settings', you will be able to specify the Exchange Server Host address.
Once you have entered your Office credentials, click on 'Save' to be taken to the regular calendar configuration page, as per the screenshot further above.
If you calendar has successfully been configured, you will be taken to the 'Today' view of your new calendar, as per the screenshot below. Please refer to the Related Articles below for further guidance on calendar use, permissions, preferences, and more.
To remove a calendar, click on the small drop-down arrow located to the right of the calendar's name, as per the screenshot below, and then click 'Edit Calendar'.
Scroll to the bottom of this page and you will see the following section, from which you can select 'Delete From Actionstep'.
If this calendar was synced across from another application, the data still stay within that application - it will only be removed from Actionstep