Authorize Microsoft Outlook Calendar Access

The Calendar Sync integration will keep Ambition's scheduled coaching check-ins in sync with a manager's Microsoft Outlook calendar.

If a one-off check-in needs to be rescheduled, the date and time can be updated either on the calendar event or within Ambition, and both the calendar event and Ambition will be updated accordingly.

If a recurring check-in needs to be rescheduled, the date and time can be updated by editing the calendar event! Update the calendar invite and Ambition will ensure the meeting time change is reflected in Ambition. At the current time, calendar invites will be sent for recurring check-ins that are created after the manager initially authorizes their calendar. Additionally, recurring check-ins won't be pushed to the calendar as a recurring event. Instead each check-in will show up on the calendar as it is scheduled.

How do I authorize access to my Outlook Calendar?

What are the benefits of authorizing my Outlook Calendar?

What happens to the calendar event if a need to reschedule the check-in?

How do I disconnect my calendar?

Authorize Calendar Access

1. Navigate to your personal dashboard and click Edit Profile.

Alternatively, open the left navigation and click on your image and name in the lower left corner. Select User Settings.

2. Click on the Calendar Sync Settings tab.

3. Click Connect Calendar.

4. Input your Microsoft credentials and continue the authorization process.

5. After authorizing, your calendar sync settings tab will show as Connected.

Rescheduling a Check-In

If your calendar has been authorized, an Outlook calendar invite will be placed on your calendar as well as the employee who the check-in is with when a "Scheduled for Later Check-In" is created in Ambition. Connecting your Outlook calendar with Ambition allows for seamless rescheduling of the invite. 

If a one-off check-in needs to be rescheduled, the meeting date and time can be updated either on the Outlook calendar event or within Ambition, and both the calendar event and Ambition will be updated accordingly. If a check-in is rescheduled by updating the Outlook calendar invite, any changes to the meeting date and time in Ambition will be updated. Updating the meeting date and time on the calendar invite will update the check-in's meeting date and time in Ambition including when a co-coach updates the meeting time in Ambition.

If a recurring 1:1 needs to be rescheduled, the meeting date and time can be updated by editing the calendar event! Updating the meeting date and time on the calendar invite will update the check-in's meeting date and time in Ambition. 

When a manager creates a check-in and their Outlook calendar is not authorized, Ambition will attach an .ics file alongside the "Check-In Started" email. Ambition will be unable to reflect any schedule changes that are made to the .ics file within the Ambition interface. Similarly, if the check-in's meeting date is updated in Ambition, the corresponding .ics file will not reflect changes made in the Ambition interface.

If a co-coach edits a check-in's meeting date where an Outlook calendar event doesn't yet exist, and the co-coach is a manager who has authorized their Outlook calendar, then a calendar invite will be created in Outlook with the co-coach as the owner.

Revoke Calendar Authorization

1. Navigate to your personal dashboard and click Edit Profile.

Alternatively, open the left navigation and click on your image and name in the lower left corner. Select User Settings.

2. Click on the Calendar Sync Settings tab.

3. Click Disconnect Calendar.

4. Confirm by clicking Disconnect Calendar.

Any coaching events that are already on your calendar will not be affected.