Adding/Removing Calendars

Created by Allison Cloyd, Modified on Mon, 16 Jan 2023 at 04:34 PM by Kylie Mitchell

In this article, you will learn how to configure new calendars within Actionstep and how to remove them. 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.

 

Adding Calendars

To add a calendar, navigate to Calendar > Today.

Doing so should take you to the following page:


calendar.png

 

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 Practice Pro + Accounting Plan.


 

Removing Calendars

  1. 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'.
  2. Scroll to the bottom of this page and you will see the following section, from which you can select 'Delete From Actionstep'. 



NOTE: If this calendar was synced across from another application, the data still stay within the application - it will only be removed from Actionstep.


 

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