Calendar synchronization between Wealthbox and Outlook ensures you maintain seamless scheduling and event management. If you have issues with events not appearing or syncing properly, please follow these detailed guidelines to troubleshoot and resolve synchronization problems.

Initial Setup

It's essential to set up your calendar integration to avoid synchronization issues properly:

• Integrating Wealthbox and Outlook: Integrate your Outlook calendar with Wealthbox to enable calendar synchronization. Without this setup, events created in Wealthbox will not appear in Outlook, and vice versa. Follow the Wealthbox integration guide to connect your accounts.
• Checking Integration Status: Ensure that your integration is active. If your Outlook calendar events are not showing up, confirm that the calendar connection has been set up correctly.

Common Troubleshooting Steps

If you still face issues after setting up the integration, try the following steps:

• Wait Time for Sync: Once integrated, newly created events may take a few minutes to a few hours to sync completely between Wealthbox and Outlook. Allow sufficient time for the process before assuming there is an error.
• Handling "Private" Events: Events marked "Private" in Outlook will sync to Wealthbox with the same visibility settings. "Private" events will only be visible to the original user. To share these events with others in your Wealthbox workspace, update their visibility to "Everyone."

Troubleshooting Post-Action Issues

Sometimes issues appear after specific actions like editing events, resetting passwords, or refreshing the calendar. Here's how to address these:

• Post-Password Reset Sync Issues: If password resets disrupt your calendar connection, reauthentication is necessary.
  • Follow these steps:
    • Disconnect the calendar connection by navigating to Applications > Outlook Calendar Settings > Click 'Disable Outlook Calendar Integration.'
    • Reconnect the calendar using the correct credentials, ensuring all permissions are granted.
• Missing Events Post-Edit: Editing an event in Outlook might remove its visibility in Wealthbox due to calendar filter settings. Ensure that all applicable event categories (e.g., "Meeting") are selected in the calendar filter options so you can view them again.

Tips for Maintaining Event Visibility

To ensure seamless event visibility and syncing between calendars:

• Periodic Testing: Regularly test calendar synchronization by creating events in Wealthbox and Outlook to ensure they appear appropriately.
• Handle Delays Carefully: If new events do not appear instantly, allow up to 15-20 minutes for syncing to be completed, as it might be delayed, especially when dealing with a high volume of data.
• Use Screenshots for Troubleshooting: When events fail to sync after following all steps, provide support teams with screenshots and event details to assist in diagnosis.

Following these guidelines can resolve most calendar synchronization issues and ensure your Wealthbox and Outlook calendars operate seamlessly. If problems persist despite troubleshooting, consider contacting Wealthbox support for assistance.