Connect your Outlook calendar to Coach, so that meetings, including links and invitee info, get sent to emails and appear in calendars.
🔐 Permission required: Manage Personal Integrations
How it works
When you connect your Outlook calendar, Coach automatically creates a calendar event for each meeting created in Coach, for all of your coaching relationships.
Each event includes a link that takes you straight to the relevant Coach session.
You only need to connect your calendar once. After that, all your existing and future Coach relationships are covered automatically.
All relationship members (individual, or team members for Team relationships) are automatically invited. As long as the relationship owner has connected their calendar, everyone else just needs an Outlook or supported 3rd party calendar, to receive the invites.
Meetings that already existed in Coach won't automatically appear in Outlook, once it's connected. Only meetings created after you've connected will appear.
💡 A way around this is to update existing meetings in Coach. Simply rename existing meetings, or change the date/time, and then these will be synced and sent to Outlook.
Connect your Outlook calendar
Navigate to Coach in the main navigation menu.
Select Connect Outlook Calendar.
Follow the Microsoft authentication prompts to grant access - select accept:
Once connected, creating meetings in Coach will automatically send meetings as emails, and events, in Outlook, both for yourself and for invitees.
What happens automatically
Once connected, Coach keeps your calendar in sync:
Add a meeting in Coach → a calendar event is created and all relationship members are invited
❗️Meetings still need to be created in Coach, in order to sync to Outlook.
Update a meeting in Coach (e.g., change the date/time) → the calendar event updates to match
Update a Coach-related meeting in Outlook → the meeting in OneUp will update to match
Delete a meeting in Coach → the calendar event is cancelled for all attendees
Delete a meeting in Outlook → the Coach meeting is cancelled for all attendees
💡 Opening Coach from your calendar
Every calendar event includes a direct link to the relevant Coach session. Click it to open your manager briefing, review open actions, and see performance context — without navigating to the platform separately.
Inviting relationship members
The relationship owner is the only person who needs to connect their Outlook calendar. As long as the other members of the relationship have an Outlook or supported third-party calendar, they will automatically receive the invite.
For team relationships, membership changes are also synced automatically:
Add someone to a team in OneUp with a Coach relationship → they are automatically invited to all upcoming Coach meetings
Remove someone from a team in OneUp → they are removed from all upcoming Coach meetings going forward
Past meetings are not affected by membership changes.
Disconnecting your Outlook calendar
To disconnect, head to Coach in the main navigation menu, and then select the Disconnect Outlook Calendar button:
Then, confirm that you wish to disconnect.
FAQs
Does everyone in the relationship need to connect their calendar?
No. Only the relationship owner (the manager) needs to connect. Everyone else just needs a calendar that can receive Outlook invites.
What if a team member doesn't have an Outlook-compatible calendar?
They won't receive the invite, but this won't affect anyone else in the relationship. Their access to Coach itself is unchanged.
Does the calendar link break if a meeting is rescheduled?
No. The link in the calendar event always resolves to the correct Coach session, even if the meeting time changes.
🔮 Connecting your Google calendar is coming up next.