In this article:
When you first start using Actionstep, you must configure the calendars you want to use.
Adding a Calendar
To add a calendar:
- In Actionstep, go to Calendar > Today. If you don't have any calendars configured, the following page appears:TIP: If you've already configured a calendar and you want to add another one, click the Add Calendar icon next to the current calendar.
- 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 (This option is only available in Practice Pro + Accounting Plan.)
- Setting Up an Outlook Calendar
- Setting Up a Google Calendar
Removing a Calendar
To remove a calendar:
- In Actionstep, go to Calendar > Today.
- Click the drop-down arrow next to the calendar's name and choose Edit Calendar.
- At the bottom of Edit Calendar page, click Delete From Actionstep. The calendar is removed.
NOTE: If you are deleting a Microsoft or Google calendar, the data will only be removed from Actionstep and not the originating calendar. |
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