How To Insert Availability in Outlook

Purpose: 

The purpose of this article is to provide direction to Outreach Users in inserting meeting availability in Outlook via the Outreach Everywhere Sales Engagement Add-In. 

Intended Audience: 

• Outreach Users

Notes: 

• If you have the Outlook Add-In installed and are using Office 365 or Exchange 2013, the "insert availability" option can be found on the Add-In panel when composing a new email or replying to an email thread. 
• Exchange 2013 does not support acceptance statuses in Outreach (the red & green dots next to the attendees names).

Insert Availability in Outlook - Office 365: 

1.  Open a new compose window or reply to an existing email thread. If your Outreach Add-In is not already open, click on the Outreach Nucleo and select "Open Outreach". Log into Outreach as needed.
   
2. On the Outreach panel, click on "Insert Availability".
3. A pop up window will appear with your calendar view for the day. On the top of the page, click on the date to quickly navigate to the correct date, or you can use the arrows to quickly scroll through dates. You view other calendar days and click on the calendar icon to add a colleague's calendar view.
   
4. On the right hand side, you'll find "Meeting Details". Here you can apply your meeting type (found by clicking "Apply Meeting Type" next to the meeting title field). The meeting duration will automatically populate from the meeting type settings, but can be adjusted as needed.
   
5. Further down the right hand side, you'll be able to insert availability. Click "Add Time" on the right side of the section to quickly select open windows, or click on the calendar to select specific times. 
6. The individuals included in the "to" field of the email will automatically be included as guests. You can add or remove any guests from the calendar invite by click on the x next to their name on the "Guests" field.
   
7. When you've added your meeting type and availability, click the "Insert Available Times" button. A list of your available times will appear as links in your compose window, as well as your public calendar link for rescheduling, if the option is selected.
   
8. When you've finished composing your email, click "Send with Outreach".

Insert Availability in Outlook - Exchange 2013

1. Open a new compose window or reply to an existing email thread. If your Outreach Add-In is not already open, click on the Outreach Nucleo and select "Open Outreach". Log into Outreach as needed.
2. On the Outreach panel, click on "Insert Availability".
   
3. A pop up window will appear. Apply a meeting type on the right hand panel and click on the calendar to select available times. 
   
4. The individuals included in the "to" field of the email will automatically be included as guests. You can add or remove any guests from the calendar invite by click on the x next to their name on the "Guests" field.
5. Click "Insert Available Times" to apply your options. A list of your available times will appear as links in your compose window, as well as your public calendar link for rescheduling (if you have one associated with your meeting type).
   
6. When you've finished composing your email, click "Send with Outreach".