Seamless Calendar Syncing Between Outlook and BarBooks
Once the integration has been established for your account, your bookings from BarBooks will be synced to your Outlook Calendar and vice versa.
Criteria and Information Displayed
Syncing Past Bookings
- All confirmed Outlook bookings from the main calendar in the past 90 days will be synchronised with the BarBooks Diary.
- All confirmed (accepted) BarBooks bookings from the past 90 days will be synced to Outlook.
Syncing New Bookings
From the date of integration onward, all new and confirmed (accepted) bookings will be synced both ways between Outlook and BarBooks.
Booking Confirmation Definition
Confirmed bookings are created and accepted by the user on the respective platform.
Booking Types
- Matter bookings, Event, Check first, and Leave bookings will be synced from BarBooks to Outlook.
No Duplicates
There should be no duplicated bookings appearing on both calendars.
Calendar Display
- BarBooks Calendar should be added to the My Calendars section in Outlook Calendar.
- Outlook Calendar should appear in the Diary tab in BarBooks. Bookings with type Calendar integration are displayed in green and are NOT customisable.
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Data Fields Synced
BarBooks to Outlook
The following data fields should appear on Outlook calendar except for comments:
Data fields include: Title, Type, Subtype, Matter, Barristers, Clerks (for Event type), Description, Meeting Link, Court, Location, Areas of Law, Firm, Solicitor, Contact Ref, Client, Other (for Event type), Date Created, Created By.
Outlook to BarBooks
Data fields to be synced include: Barrister, Description, Meeting Link, Date Created, Created By.
Updates, Deletions, and Cancellations
Updates
- Updates made on accepted BarBooks bookings in BarBooks Diary will be reflected in Outlook.
- Updates made on Outlook bookings in Outlook Calendar will be reflected in BarBooks.
- Updates made on accepted BarBooks bookings in Outlook Calendar will NOT be reflected in BarBooks.
Deletions
- Deleting an accepted BarBooks booking in BarBooks Diary will be reflected in Outlook.
- Deleting an Outlook booking in Outlook Calendar will be reflected in BarBooks.
- Deleting an accepted BarBooks booking in Outlook Calendar will NOT be reflected in BarBooks.
Cancellations
When a booking that was already accepted is then cancelled, the system will automatically remove it from Outlook Calendar and apply the cancelled UI (disabled/strikethrough) for cancelled bookings in BarBooks.