Getting Started With CalendarBridge

This guide covers all the steps to configuring CalendarBridge. If you are brand new to CalendarBridge, just follow the steps in order. It won't take long.

  1. Creating a CalendarBridge account.
  2. Adding your Microsoft and Google calendars.
  3. Syncing Calendars.
  4. Creating a scheduler.


Creating a CalendarBridge Account

1. Go to the signup page. You will see this form:

Screenshot of of CalendarBridge Signup Form
Signup form

2. Enter the primary email address you want to use for your CalendarBridge account.The primary email address is simply the one CalendarBridge will use for billing and other account-related notices -- it does not have any impact on which calendars you will be able to connect to the account.

3. Click "SIGNUP". This will send a 6-digit confirmation code to your email address and bring up the verification form:

Screenshot of CalendarBridge Email Verification Form
Verification form

Leave the verification form open in your browser and check your email for the confirmation code. The email will come from verification@calendarbridge.com.

If you don't get the email within a few minutes, be sure to check your spam/junk/promotions folders.

4. Enter the confirmation code sent to your email address.

5. Click "VERIFY".

CalendarBridge account creation is now complete. You will see the welcome page:

Screenshot of CalendarBridge Welcome Page
Welcome page


Adding your Microsoft and Google calendars.

1. Go to your Accounts page.If you just completed your account creation, you can click the "Add an account" button on the welcome page shown above. You can also click the "Accounts" link at the top navigation bar. Or you can just enter https://calendarbridge.com/dashboard/accounts into your browser

Screenshot of CalendarBridge Accounts Page
Accounts page

2. Click the "ADD ACCOUNT +" button. This will bring up the account type selection page:

Screenshot of CalendarBridge Account Type Selection Page
Account type selection page

3. Select type of account to add.

3a. Gmail and GSuite Accounts: Select the "Sign in with Google" button. This will redirect you to the Google sign in page where you will sign in to your Google account and authorize CalendarBridge to access your calendar.

Screenshot of Google Sign In Page
Google sign in page

3b. Microsoft/Office 365 and Outlook.com accounts: Select the "O365 Account" button to add a Microsoft/Office 365 or Outlook.com account. This will redirect you to the Google sign in page where you will sign in to your Microsoft account and authorize CalendarBridge to access your calendar.
Screenshot of Micrososft sign in page
Microsoft sign in page

3c. Non-Microsoft/Office 365 Exchange Accounts: Self-installation does not currently support dedicated/on-prem Exchange servers. Please Contact us at info@calendarbridge.com to get setup.

After completing the Microsoft or Google authorization process, you will be redirected back to CalendarBridge. If the account was successfully added, you will see the following screen:

Screenshot of CalendarBridge Account Add Success Page
Add account success page.

Repeat the account add process for each of your accounts.

If you have successfully added accounts, they will be listed on your accounts page like this:

Screenshot of CalendarBridge Accounts Page
Accounts Page With 3 Accounts Added


Syncing Your Calendars.

Syncs (sometimes we call them "bridges") are how you configure CalendarBridge to copy events from one calendar to another. Each sync can be 1-way or 2-way:

CURRENTLY, EDITS MADE TO EVENT "CALENDARBRIDGE COPY" EVENTS WILL NOT SYNC BACK TO THE SOURCE CALENDAR. That functionality is coming soon though!

1-way sync: Events from the source calendar will be copied to the destination calendar. Events on the destination calendar will not be copied to the source calendar.

2-way sync: Events from the source calendar will be copied (with or without details, see below) to the destination calendar. Events on the destination calendar will be copied to the source calendar.

0. Add Accounts. To sync you calendars, you must have added at least one Microsoft or Google account by following the "Add Your Microsoft and Google Calendars" section above.

1. Go to your Syncs page. Click the "Syncs" link at the top navigation bar. Or just enter https://calendarbridge.com/dashboard/syncs into your browswer. If you have not yet created any syncs, it will look like this:

Screenshot of CalendarBridge Syncs Page
Syncs page

2. Click the "ADD SYNC +" button. This will take you to the Select Source Calendar page:

Screenshot of CalendarBridge Select Source Calendar Page
Select Source Calendar Form

3. Select the Source Calendar. Select one of your calendars from the dropdown menu. If you will be creating a 1-way sync, this is the calendar that events will be copied from. If you will be creating a 2-way sync, this can be either calendar.

Each of your accounts likely has more than one calendar (for example, O365 accounts have a main calendar called "Calendar" and a "United States holidays" calendar), so be sure to select the correct one.

Once you have selected a calendar, click "CONTINUE" to move to the Select Destination Calendar form:

Screenshot of CalendarBridge Select Destination Calendar Page
Select Destination Calendar Form

4. Select the Destination Calendar. Select one of your calendars from the dropdown menu. If you will be creating a 1-way sync, this is the calendar that events will be copied to. If you will be creating a 2-way sync, this can be either calendar.

Once you have selected a calendar, click "CONTINUE" to move to the Sync Direction form:

Screenshot of CalendarBridge Sync Direction Form
Select Sync Direction Form

5. Select Sync Direction. If you want events to be copied from the source calendar but not to the destination calendar, click the "One Direction" button. Otherwise, select "Both Directions" (selected by default).

After making your selection click "CONTINUE" to move to the Information to Sync form:

Screenshot of CalendarBridge Select Information to Sync Form
Select Information to Sync Form

6. Select Information to Include. If you check the "Subject" box, event copies will show up as "External: [event name]" on destination calendars. If you uncheck the "Subject" box, events will show as simply "Held by CalendarBridge" on destination calendars.

When ready, click "CREATE SYNC." Sync setup is now complete and you will see the form below. Repeat these steps for each pair of calendars you want to sync.

Screenshot of CalendarBridge Sync Setup Complete
Sync Setup Complete Page


Creating a Scheduling Link.

Schedulers are links to personalized web pages through which others can automatically schedule meetings with you only at times you are available. When creating a scheduling link you configure:

(a) time windows during which you would like others to be able to book you (subject to your actual availability); and

(b) the duration of meetings that they can book (15, 30, or 60 minutes).

1. Go to your scheduling page. Click the "Scheduling" link at the top navigation bar. Or just enter https://calendarbridge.com/dashboard/scheduling into your browser. If you have not yet created any schedulers, it will look like this:

Screenshot of CalendarBridge Scheduling Page
Schedulers List Page

2. Click "NEW SCHEDULER +" button. This will take you to the Select Source Calendar page:

Screenshot of CalendarBridge Select Scheduler Source Calendar Page
Select Scheduler Source Calendar Form

The source calendar for a scheduler is the calendar to which (a) the scheduler will book meetings; and (b) will be used to determine your availability.

If you want your availability for this scheduler to reflect another calendar, create a sync to add the other calender's events to this scheduler's calendar.

After selecting the calendar, click "CONTINUE" to move to the Day and Time Range selection form:

Screenshot of CalendarBridge Select Scheduler Day &amps; Time Page
Select Scheduler Day and Time Windows

Use this form to select the time windows during which you would like to permit others to book meetings with you. The default configuration is Monday through Friday, 9:00 to 5:00.

After selecting the days and times you want available for this scheduler link, click "CONTINUE" to move on to the Select Meeting Length form:

Screenshot of CalendarBridge Select Scheduler Meeting Length Page
Select Scheduler Meeting Length Form

You can choose for the scheduler to create 15, 20, or 60 minute meetings.

After choosing the desired meeting length, click "CREATE SCHEDULER." Once the scheduler is created you can view it on your scheduling page:

Screenshot of Schedulign Page After Scheduler Creation
Scheduling page after scheduler creation

To let someone book a meeting with you using the scheduler, simply share the link with them.