Connecting Your Calendar to CareFunnels

Edited

Connecting your Outlook calendar to CareFunnels keeps all your appointments, meetings, and reminders in one place. This makes it easier to stay organized and manage your schedule without switching between platforms.


When to Connect Your Calendar

  • You want appointments scheduled in CareFunnels to also appear in Outlook.

  • You’d like Outlook events to sync back into CareFunnels.

  • You want a central place to track all meetings.


Step 1: Go to Calendar Settings

  1. Log in to your CareFunnels account.

  2. From the left-hand menu, click Calendars.

  3. In the top-right corner, click Calendar Settings.

  4. Inside settings, go to the Connections tab.


Step 2: Add a New Connection

  1. Click Add New.

  2. Select Outlook Calendar from the list of options.

  3. Click Connect.


Step 3: Sign In to Outlook

  • A pop-up window will appear.

  • Enter your Outlook username and password.

  • Grant permissions so CareFunnels can sync with your Outlook calendar.


Step 4: Confirm the Sync

  • Once connected, your Outlook calendar will sync with CareFunnels.

  • Events created in CareFunnels will show up in Outlook, and vice versa.


Tips for Success

  • Make sure you’re logging in with the correct Outlook account (especially if you have multiple).

  • If the pop-up window doesn’t appear, check that your browser allows pop-ups.

  • You can always return to Calendar Settings → Connections to manage or disconnect your calendars.


✅ That’s it! Your Outlook calendar is now synced with CareFunnels.