Wealthbox provides functionality to synchronize your Outlook calendar, allowing seamless management of events. Here is a comprehensive guide to setting up, troubleshooting, and managing calendar integrations.

Initial Setup for Outlook Calendar Synchronization

Follow these steps to set up and sync your Outlook Calendar with Wealthbox:

1. Access Calendar Settings in Wealthbox:

   - Navigate to the three dots in the upper-right corner and select Applications > Outlook Calendar > Settings page.

- Enter your email address and click on Authorize Outlook Calendar.

1. Choose Your Calendar Type and Log In:

   - Select your calendar host as the provider.

   - Enter your email password.

2. Enter the Server Information:

   - Input the server host URL provided by your organization.

3. Specify Calendar Permissions and Enable Sync:

   - Set your calendar’s visibility under Default permissions.

   - Click Enable synchronization to activate the sync process.

Troubleshooting Calendar Synchronization Issues

If you face synchronization challenges, use the following checklist to troubleshoot and resolve:

Common Errors and Their Fixes

1. Incorrect Email Format

   - Ensure you use the correct email format.

   - If entered incorrectly, disable the integration and re-enter the correct email.

2. Permissions Required

   - Certain security settings may require IT approval for third-party integrations. Please contact your IT admin to approve the request and proceed with the setup.

3. Server URL or Host Issues

   - Verify and confirm the correct server URL with your IT administrator.

4. Sync Stops or Errors During Setup

   - Temporary syncing delays may take up to 24 hours to resolve. Disable auto-fill or password managers that alter login details. Manually verify each setup step.

Managing Multiple Calendars & Visibility

Wealthbox supports connectivity to one Outlook calendar per workspace. To manage multiple calendars:

1. Syncing a New Calendar: Disconnect the current calendar integration from the Outlook Calendar > Settings page. Then, follow the above setup steps to connect to a different calendar.

2. Synchronization Behavior: - Events sync only between the connected calendar and Wealthbox. - If using multiple calendars, consider managing each in a separate Wealthbox workspace.

Additional Tips for Success

• Investigate Sync Issues: If event duplication or missing events occur, provide details such as event title, date, and time for support troubleshooting.

• Reauthorize Calendar Syncing: To reactivate disabled or inactive integrations, repeat the setup steps under the initial setup.

• Understand Integration Limitations: Changes to non-synced calendars in Outlook cannot propagate to Wealthbox due to single-calendar restrictions.

FAQs

Q: Can I sync other types of calendars hosted by Outlook? 
A: Yes, provided the calendar is not linked to a Hotmail.com or Live.com login. 

Q: Does the synchronization include real-time updates? 
A: Yes, two-way synchronization enables updates to be reflected across both platforms.

Q: Can I sync my email with Wealthbox?
A: Email sync follows a similar process involving the Email Accounts section under settings within Wealthbox. Please make sure that you use the correct Exchange details.

Q: How long does the sync take?
A: Synchronization processes may take up to 24 hours to complete, especially for first-time setups.

If you have persistent issues or need assistance connecting LPL or Smarsh Calendar to Wealthbox, please contact Wealthbox support.

Additionally, if your email domain is Hotmail.com or Live.com, contact support to discuss alternative solutions or confirm compatibility.