Adding and Removing Calendars

In this article:

• Adding a Calendar
• Removing a Calendar

When you first start using Actionstep, you must configure the calendars you want to use. Your options include Google Calendar, Office 365 Calendar, and the Actionstep Calendar. 

Adding a Calendar

You can add one or more calendars to Actionstep. This may be useful if you want to set up different calendars for different aspects of your work. 

To add a calendar:

1. In Actionstep, go to Calendar > Today. 
   • If you don't have any calendars configured, the following page appears:
   • If you've already configured a calendar and you want to add another one, click the Add Calendar icon next to the current calendar.
     
2. Select the type of calendar you want to set up and complete the fields that appear. See the following help articles for instructions:
   • Setting Up an Actionstep Calendar (Only available in Practice Pro + Accounting plan) 
   • Setting Up an Office 365 Calendar
   • Setting Up a Google Calendar
     

Removing a Calendar

You can remove a calendar you've set up in Actionstep. When doing this, you can choose between removing the calendar (including all of its data) or just removing the calendar listing (which leaves the calendar intact but removes it from your calendar view). 

To remove a calendar:

1. In Actionstep, go to Calendar > Today.
   
2. Click the drop-down arrow next to the calendar's name and choose Edit Calendar. 
3. At the bottom of Edit Calendar page, choose from the following options:
   • Remove from My Calendar: This removes the calendar (and its appointments) from your My Calendar view. The calendar thumbnail will no longer appear on the left side of your calendar. Anybody else who has access to this calendar will still see it on their My Calendar page. 
   • Delete From Actionstep: The deletes the calendar and all the appointments under it. They will be removed from your view and the My Calendar view of anybody else who had access to this calendar. This can only be done by the owner of the calendar.
4. Confirm the action. The calendar is removed. 

Related Articles:

• Calendar Overview
• Setting Up an Actionstep Calendar
• Setting Up an Office 365 Calendar
• Setting Up a Google Calendar