This article will explain how to set up the Calendar Sync feature and explain how it functions inside of OCC.
Calendar Sync Features
The Calendar Sync features can be set up with 3 options to share information:
- Push (push from OCC to Calendar)
- Pull (pull from Calendar to OCC)
- Sync (both push and pull)
PUSH: Appointments which are sync’d will be appointments on jobs assigned to the User in OCC, which will be pushed out to a calendar.
PULL: Appointments from their calendar (if selected) will show up on their OCC calendar BUT the appointments will NOT be linked to any jobs.
To set up the Calendar Sync, a User will need to update their Profile within OCC by clicking the dropdown arrow to the right of their name in the top right corner. Once you click on Profile, scroll to the bottom of the screen to find Calendar Options. Click the Setup New Account button to enable the ability to sync OCC appointments with your calendar outside of OCC.
The ability to “pull” appointments from a User’s calendar outside of OCC can be enabled as well.
When calendar appointments are “pulled” into OCC, it will simply provide visibility to those appointments on the Appointments screen from any customer job in OCC.
The appointments pulled in will not be associated with any customer jobs. They merely provide visibility to appointments to avoid any potential overlap as OCC appointments are created in the Tool.