• Products
    • Clik Service
    • Clik Remote
    • Clik Jobs
    • NICEIC Cert Software
    • Clik Cert Electrical
    • Clik Cert
    • Clik Cert (Field)
    • Clik AC Calc
    • Clik Training
  • Features
    • Asset Management
    • Bespoke Certificates
    • Catering Certificates
    • CRM
    • Customer Portals
    • Diary
    • Electrical Certificates
    • Engineer Portals
    • F-Gas
    • Fire and Security Certificates
    • Fleet Management
    • Gas Certificates
    • Invoicing
    • Job Management
    • Job Scheduling
    • Manager Portal
    • Mobile Job Sheets
    • Notifications
    • Planned Maintenance
    • Print Templates
    • Purchase Orders
    • Quoting
    • Reporting
    • Service Incidents
    • Stock Control
    • Third Party Integrations
    • Validation
  • Industries
    • Catering
    • Facilities Management
    • Lifts
    • Electrical
    • Plumbing and Heating
    • Air Conditioning
    • Generators
    • Building Services
    • Fire and Security
    • Doors, Gates and Barriers
    • Grounds Maintenance
    • Roofing
    • Pools
    • Cleaning
    • Renewable Energy
    • PAT Testing
    • Gas
    • Pest Control
    • Drainage
    • Telecommunications
    • Audio Visual
    • Laboratory Equipment
    • Water Services
    • HVAC
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
Contact Us Try for FREE
  • Products
    • Clik Service
    • Clik Remote
    • Clik Jobs
    • NICEIC Cert Software
    • Clik Cert Electrical
    • Clik Cert
    • Clik Cert (Field)
    • Clik AC Calc
    • Clik Training
  • Features
    • Asset Management
    • Bespoke Certificates
    • Catering Certificates
    • CRM
    • Customer Portals
    • Diary
    • Electrical Certificates
    • Engineer Portals
    • F-Gas
    • Fire and Security Certificates
    • Fleet Management
    • Gas Certificates
    • Invoicing
    • Job Management
    • Job Scheduling
    • Manager Portal
    • Mobile Job Sheets
    • Notifications
    • Planned Maintenance
    • Print Templates
    • Purchase Orders
    • Quoting
    • Reporting
    • Service Incidents
    • Stock Control
    • Third Party Integrations
    • Validation
  • Industries
    • Catering
    • Facilities Management
    • Lifts
    • Electrical
    • Plumbing and Heating
    • Air Conditioning
    • Generators
    • Building Services
    • Fire and Security
    • Doors, Gates and Barriers
    • Grounds Maintenance
    • Roofing
    • Pools
    • Cleaning
    • Renewable Energy
    • PAT Testing
    • Gas
    • Pest Control
    • Drainage
    • Telecommunications
    • Audio Visual
    • Laboratory Equipment
    • Water Services
    • HVAC
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
return to Support Centre

Linking Diary Items to Outlook Calendars

This article will show you how to link your diary items, holidays, absenteeism, job engineer planning and jobs to your Microsoft 365/Office 365 shared or personal diary.

 

Before You Start

First, your Microsoft 365 accounts must be linked. Go here to learn how to do this.

 

Go to Settings > Settings > Communication > Office 365.

opening clik service communication settings

Next, go to the ‘Calendars’ tab. You will now see all your calendars like below:

microsoft 365 calendar settings

If you don’t see the calendar you’re expecting, it could be due to some calendars not being set up with your Microsoft 365 account. This happens when Outlook calendars have been created but are not actually part of your Microsoft 365 account. You can check this by logging into your Microsoft 365 account and looking at the calendars you have, which should match with Clik Service.

You will see a number of options below ‘Export Clik Service data to outlook calendar’. Tick the types of data you require to go over to your Outlook calendar.

In this case, we will just do the ‘Job Engineer Planning’.

export clik service data to outlook calendar

Next, select a category from Outlook. You can also decide if you want reminders to be on always or never and how many mins you want the reminder to be created in Outlook.

If you have reminders in Clik Service, you will get these reminders as well.

data category and reminders

Next, you can filter by which diary entries you require by user or group.

In this case, we will choose ‘Export All Data‘ as this is for a shared diary where you want to see all jobs that have been planned with an engineer.

export all data filter

You can also select the status you want to display when these items get transferred to Outlook.

In this case, it will be ‘Busy (If assigned to me)’.

This will make sure if you share your Outlook calendar with other users, it will show as busy if that item is assigned to you.

calendar data status

Lastly, you can apply any calendar templates. To learn more about calendar templates go here.

data calendar templates

Let’s have a look at the Outlook calendar with the job engineers planning entries

clik engineer planning in outlook calendar

Clik Service

Clik Service

Microsoft 365

Adding Microsoft 365 Calendars to Your Diary
Clik Service

Clik Service

Microsoft 365

Setting Up Microsoft 365 Email and Calendar [Video]

Microsoft 365

  • Setting Up Microsoft 365 Email and Calendar [Video]
  • Setting Up Microsoft 365 As An Admin User
  • Allowing Users to Set Up Their Microsoft 365 Account
  • Sending Emails Through Microsoft 365
  • Setting Up Outlook Email Signatures
Show more

Ask Tech a Question

Did you find what you were looking for? Don’t worry if not, you can get in touch with our tech support team.

Contact Tech Support
PERSONALISED LEARNING

A Training Masterclass From Our Experts

You’ve got the software. Now get the expert knowledge straight from the experts. If you want to know more about Clik Service or the NICEIC Cert Software, maybe you want to drill down into a specific module, or a run-through for a new engineer, we’ll walk and talk you through it in the way that suits you.

Learn More

4.5

  • Products
    • Clik Service
    • Clik Jobs
    • Clik Remote
    • NICEIC Cert Software
    • Clik Cert
    • View All Products
  • Features
    • CRM
    • Invoicing
    • Job Management
    • Job Scheduling
    • Quoting
    • View All Features
  • Industries
    • Air Conditioning
    • Electrical
    • Facilities Management
    • Fire and Security
    • Plumbing
    • View All Industries
  • Support
    • Training
    • Service Status
    • Contact Tech Support
    • Product Roadmap
  • About
    • Blog
    • News
    • Privacy
    • Terms