You can connect your Microsoft Office 365 Calendar to Actionstep. Appointments you set in Actionstep will be synchronized with Outlook.

To integrate your Office 365 calendar:

1. In Actionstep, go to Calendar > Today. The calendar page appears.
2. Choose from the following:
   • If you don't have any existing calendars set up, click Office 365 Calendar. The Google sign-in window appears.
   • If you have one or more calendars already set up, click the Add a Calendar icon and choose Office 365 Calendar. The Office 365 sign-in window appears.
3. Sign in using your Microsoft credentials.
4. Once you're signed in, edit your calendar settings as described in Editing Your Calendar.

NOTE:  Outlook calendars you set up for shared resources like boardrooms or shared spaces can't be synced directly with Actionstep Practice Management since Practice Management calendars require individual credentials. To sync a boardroom or resource calendar with Practice Management, instead create a dedicated user in your Microsoft tenant with its own credentials. This user would act as the "owner" of the boardroom calendar for syncing purposes.

Additional Resources:

• Calendar Overview
• Creating an Appointment
• Adding and Removing Calendars
• Editing Your Calendar
• Setting Up a Google Calendar
• Setting Up an Actionstep Calendar

Updated April 14, 2026 15:56