Help Center›Calendar

Calendar

Every action item Epocra pulls off a call has an Add to calendar button. Choose where it goes: Google Calendar, Outlook, or the calendar app on your device.

Choosing your calendars

Go to Settings › Integrations › Calendar. Each calendar has its own card with an on and off switch. Tap or click the card or the switch to turn it on or off. Changes save straight away.

  • Turn on one and Add to calendar opens it straight away.
  • Turn on more than one and Add to calendar shows a short list, so you pick each time. That suits anyone who keeps work and personal calendars apart.

At least one stays on. If you switch the last one off, Google Calendar comes back on.

Google Calendar

Google Calendar opens with a new event, the action item already in as its title. Pick the day and time, add anything else you like, and save. You need to be signed in to your Google account.

Outlook

Outlook opens with a new event the same way: the action item as its title, ready for you to pick the day and time. Microsoft keeps two kinds of account at different addresses, so pick yours at the bottom of the Outlook card:

  • Work or school: an account through your employer or school, also called Microsoft 365.
  • Personal: an Outlook.com, Hotmail or Live address.
Not sure which you have?

If you sign in to Outlook at outlook.office.com, it is work or school. If you sign in at outlook.com, it is personal. If you pick the wrong one, Outlook asks you to sign in to an account you do not use; switch it and try again.

Calendar app

Use this for any calendar that lives on your computer or phone, such as Apple Calendar or the Outlook desktop program. Add to calendar downloads a small invite file. Open it and your calendar app offers to add the event.

It works with almost every calendar, including ones without a web link of their own, so it is the one to choose if your calendar is not listed.

Adding an action item

  1. Find the action item Open a call and look under its action items, or go to the Tasks page.
  2. Press Add to calendar If you have more than one calendar on, pick one from the list that opens next to the button.
  3. Save the event The action item is already the title. Pick the day and time it should go on, then save.

Nothing is added to a calendar until you save it there. Epocra never writes to your calendar on its own.

When something looks wrong

Nothing opened. On a computer, your browser may have blocked the new tab. Allow pop-ups for epocra.com and try again.

Outlook asked me to sign in, or showed the wrong account. Check Work or school against Personal on the Outlook card (see Outlook).

The invite file did not open. Open it from your downloads. If the wrong program opens it, set your calendar app as the default for .ics files in your computer's settings.

I keep getting the list when I only use one calendar. Switch off the ones you do not use, and Add to calendar goes straight to the one that is left.

Related

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