Connecting Your Microsoft Calendar to Clientping

Connecting Your Microsoft Calendar to Clientping

Tom Jensen on Apr 5, 2023

Connecting Your Microsoft Calendar to Clientping

Connecting your Microsoft Outlook, Hotmail, Exchange Online, or Office 365 calendar is simple. Once connected, Clientping will watch your calendar for upcoming appointments, send text message reminders, and allow your clients to confirm. Eliminate no-shows and take charge of your schedule!

1. Create a Clientping account

Register for a Clientping account here. You'll be prompted to enter a credit card and choose a subscription. You will not be billed, however, unless you decide to keep your account. You'll have seven days to try out Clientping, and there is a great big cancel button if you decide not to proceed. No calls necessary.

2. Enter your business details

Clientping will prompt you to enter your business name, main phone number, and timezone.

Clientping business settings

3. Choose your phone number

Next, Clientping will ask you to choose a phone number. This is the phone number your text messages will come from. This number will be yours and yours alone. Select the number you'd like, and click "select."

Choose phone number

4. Connect your Microsoft calendar

You'll be presented with "add calendar" screen, simply click the Microsoft calendar button to proceed.

Choose Microsoft calendar

5. Log in to Microsoft

You will be redirected to the Microsoft website, where you will be prompted to login. If you were already logged in, you instead may be sent to the next step.

6. Allow Clientping to connect to Microsoft

After logging in to Microsoft, you will be presented with Microsoft's standard screen for allowing access for Clientping. Choose 'Allow access'. Clientping does not in any way share or access your data for ANY reason. You can see our statement on privacy here.

7. Choose your Microsoft calendar to connect

You'll be shown a list of the calendars you have set up in Microsoft. Click the calendar you want to connect to Clientping.

Choose calendar

8. Confirm your timezone

Clientping will show you a list of upcoming appointments over the next five days from the calendar you chose above. Make sure the time of the appointments is correct. If it is incorrect, choose the correct timezone. This setting is critical, as it determines what times will be displayed for your clients in reminder messages. If you don't have any upcoming appointments, add one to your calendar and click "refresh." Once you've confirmed the times are correct, click "confirm."

Confirm timezone

8. Enable your calendar

You'll now be shown your calendar settings. To turn on reminders, click the "enable" toggle to activate monitoring. By default, Clientping will remind your clients a day before the appointment, allow them to confirm by texting back "YES", or decline by texting back "NO". When a client declines, you'll receive an email at your notification email address with the contact details of the client and appointment so you can reschedule etc. If you'd like to change the time when reminders are sent, or change the text messages your clients receive, you can do so by clicking the "messages" menu item and the top center of the screen.

Microsoft calendar settings

Congratulations! You have now connected your Microsoft calendar! Clientping will take it from here!