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Clik Compliance Manage everything from certifications and renewals to compliance records and audits
Joblogic FSM Organise everything from jobs and invoices to reports and schedules
Clik Service Existing customer of Clik Service? Find out what the future looks like for our platform
Book a live demo

Schedule a call with our experienced product experts to get a personalised walkthrough of our software.

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Electrical Electrical HVACR HVACR Fire Safety Fire Safety Gas Gas Facilities Management Facilities Management
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What our clients say

See what other trade professionals say about life with Clik software

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Clik Compliance Track certificates, manage renewals, and stay audit-ready.
Joblogic FSM Manage jobs, invoices, schedules, and reports from one central platform.

Suggest feature for

Clik Compliance

Bespoke Certificates Bespoke Certificates
Certification Management Certification Management
Cloud-based Certificate Storage Cloud-based Certificate Storage
Validation Engine Validation Engine
Workflow Optimisation Workflow Optimisation
See All Features

Suggest feature for

Joblogic FSM

Asset Registry & PPM Asset Registry & PPM
Customer Portal Customer Portal
Cloud-based Job Management Cloud-based Job Management
Engineer and Job Tracking Engineer and Job Tracking
Finance Integrations Finance Integrations
Accelerated Quoting and Invoicing Accelerated Quoting and Invoicing
See All Features
Resources
Blog Blog Read up on all our industry tips and tricks
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Webinars Webinars Catch up on all our past webinars and sign up for future ones
Support Centre Support Centre Explore our support guides, how-to videos and version histories for all products
ROI Calculator ROI Calculator Discover Your ROI with Clik Compliance
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ROI Calculator ROI Calculator Discover Your ROI with Clik Compliance
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Linking With Outlook

You can link Clik Service to Outlook, which will sync your diaries so you don’t have to write everything twice.

If you are looking to connect your Microsoft Office 365 account for integrations for your diary and email, please see this support article on how to set this up.

 

Before You Start

You will first need to be logged into Clik with appropriate permissions to access the settings.

 

Click on Settings > Settings > Communication > Outlook & Email.

Select ‘Outlook‘ as your preferred email delivery method.

Once you have done this you will be able to select your Outlook email profile. Normally this is just <default>.

Then select the mail store by clicking on the arrow next to the ‘Stores‘ button and select ‘Add‘.

If you have an exchange environment where you have multiple mailboxes you can select one or more. If you choose this option then items inserted on one diary will synchronise with all of the others. For example, an item inserted in Outlook mail store 1 would then appear in mail store 2 and Clik’s own diary.

When you have selected which stores you wish to integrate with, you can then select the type of calendar synchronisation.

  • Disable synchronisation will not allow any synchronisation between Outlook and Clik Service diaries. It will allow the other features of Outlook integration such as importing/exporting contacts and searching emails.
  • Full synchronisation will synchronise with one or more Outlook calendars. Anything entered in any of the Outlook or Clik Service diaries will then appear in the other diaries.
  • Import from Outlook will only bring items in from one or more Outlook diaries linked.
  • Export to Outlook will only take items inserted into Clik Service into one or more Outlook diaries linked.
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Setting up Microsoft 365 as an Admin User
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Email, Text Messages and Communication

Setting Up Email

Email, Text Messages and Communication

  • Setting Up Email
  • Setting Up Text Messaging
  • Sending Emails Through Gmail
  • Linking With Outlook
  • Attaching Emails to Documents [Video]
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