If you use Mac computers at your business we highly recommend using Apple Calendar. It’s really easy to set up, gives you offline access and can be setup to refresh the calendar feed every 5 minutes so you have the most current data.
However, nobody knows the ins and outs of your business like you so we definitely want you to use the program the works best for you.
To set up a calendar subscription in Outlook, begin by logging in to your RW Elephant account.
Navigate to the “Account” icon in the upper right corner of your browser window.
Once in your Account, select “Calendar” in the left column.
Use the tick boxes to choose Delivery Orders and/or Will-Call Orders in your calendar. You must include at least one.
Select the Times to include in your calendar subscription. Choose the Event Window, the Delivery Window, and/or the Return Window depending on what works best for you.
Please note that if you would like these different time windows to appear as different calendars, you can choose particular combinations and have multiple links. For instance, if you want your Will-Call Return Windows to be green, you’d choose “Will-Call Invoices” and “Return Window” but nothing else. Once you’ve finished subscribing you can return and create a new calendar for a different combination.
Click the “Copy Calendar Link” button.
Depending on which browser you’re using, the link will then be copied to your clipboard or appear in a pop-up window for you to copy.
Navigate to your Outlook Calendar.
In the column on the left, select “Add calendar.”
A pop-up will appear. In the left column, scroll to the bottom and select “Subscribe from web.”
Now Paste your Calendar Link from your RW Account into the URL field.
Rename your Calendar to whatever you like (i.e. Deliveries, Event Window, etc.).
Your RW events should now appear in the Calendar and the Calendar you created will show in the left column.
Follow the above steps to add additional Calendars.
Select the three dots next to the Calendar to rename it, change the color or add charms to help easily identify Calendar types.
Change between Month, Week and Day view at the top of the Calendar to see your calendars at a glance.
Find more information about Subscribing to a Calendar Feed in Outlook here.
Please note that only Confirmed Orders will appear on your calendar (not Proposals or Cancelled Orders).
You’ve got it! Don’t you feel more organized already? Sweet!
Repeat for additional calendars you’d like to subscribe to.
Also check out RW Planning to see your Orders visually right within your RW Account.