Connecting Microsoft Outlook / Office 365

1. 1.Open the Integrations tab
2. 2.Click Connect next to Microsoft Outlook
3. 3.Sign in with the Microsoft account you use for client appointments — works with both work/school accounts (Office 365) and personal accounts (outlook.com, hotmail.com)
4. 4.Review the permissions: Calendars.ReadWrite + offline_access. The offline_access permission is required so we can keep refreshing the connection without you having to re-authenticate
5. 5.Click Accept. You'll redirect back to Integrations showing 'Connected as you@example.com'

Work / school accounts and admin consent

If your Microsoft account is part of a company tenant, your IT admin may need to approve the app. If you see 'Need admin approval' instead of the normal consent screen, forward the link to your IT admin — they grant it from the Entra admin center.

Token rotation

Microsoft rotates refresh tokens on every refresh (Google does not). We handle this automatically — there is nothing for you to do. If a refresh ever fails (e.g., you changed your Microsoft password), the dashboard will show a "Reconnect" badge.