Setting up the Calendar and Scheduler

Before staff start booking appointments in My Calendar or the Scheduler, an administrator should complete these steps, in this order:

1. Set up your appointment types. Every appointment needs a type, which controls its costs, invoice options, notifications and cancellation policy.
2. Set up your rooms, if staff book appointments in rooms at your offices.
3. Give staff the security permissions they need to use the Scheduler and manage rooms.
4. Set each employee's availability and colour.
5. Optionally, turn on Microsoft 365 calendar sync, so appointments are copied to each employee's Outlook calendar.
6. Optionally, connect Google Cloud Services, so Case Manager can calculate travel time automatically.

The Scheduler must be switched on for your organisation before staff can use it. To enable it, contact the Customer Success Team at support@casemanager.biz. My Calendar is available to everyone.