Outlook Calendar is the scheduling and calendar component of Outlook. The integration with Wealthbox provides a two-way sync between Wealthbox and Outlook Calendar hosted on Exchange and Office 365. Please note: you'll need to enable calendar sync separately from Wealthbox Mail.
How to Enable the Integration
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Sign in to Wealthbox and choose "Applications" from the three-dot menu in the upper-right corner.
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Then, click the "Settings" button for the "Outlook Calendar" item. You can also click this link to go straight to the Outlook Calendar settings page in Wealthbox.
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From the Outlook Calendar settings page, enter the email associated with your Outlook calendar and click the "Authorize Outlook Calendar" button.
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Next, you will either be prompted to log in and authorize via Microsoft or select where your calendar is hosted. If you need assistance determining where your Outlook Calendar is hosted, see our guide: How do I determine where my Outlook Calendar is hosted?
Log in with Microsoft:
Select where your calendar is hosted:
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After you have successfully authorized Wealthbox to access your Outlook Calendar, you must enable the synchronization before events will begin syncing between Wealthbox and Outlook.
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Complete the form details, such as choosing an Outlook Calendar and Default Permission, and click the "Enable Synchronization" button.
- Congrats! Your integration is now successfully enabled.
Troubleshooting & FAQs
Q: What happens to my events if I disconnect my calendar from Wealthbox?
A: Any previously synced events will remain in Wealthbox for historical reference. You can either manually delete them or contact Support to request that your calendar events be deleted.
Q: Does enabling Outlook Calendar sync also enable Wealthbox Mail?
A: No, two-way calendar sync and Wealthbox Mail are separate features and must be enabled individually.
Q: What if I’m not sure where my Outlook Calendar is hosted?
A: If you're unsure whether your Outlook Calendar is hosted on Exchange or Office 365, refer to our guide: “How do I determine where my Outlook Calendar is hosted?” before completing the setup.