Getting Started Setup & help

How does onboarding handle my calendar and the firm’s shared diary?

Onboarding’s calendar screen offers to link your Outlook so court dates sync automatically; it’s skippable, but the most valuable single integration. The screen behaves differently in two situations: when you have no clients yet, and when your firm already runs a shared diary.

Why the calendar connect waits for your clients

If nobody is on your client list yet, and your firm holds no clients or shared diary either, the screen holds the connect back. It points you to the client import first. That’s deliberate: Acquit matches your diary against the clients you already have. Against an empty list it could only ask you to type everyone in by hand from calendar entries, the least reliable way to build a client list.

Once your clients are in, imported or typed, the connect is offered straight back: in the wizard, and as a notification afterwards. Every court date already found attaches to the right people automatically. Nothing is blocked; Carry on for now continues setup, and you can always connect later from SettingsCalendar.

When your firm already runs a shared diary

The calendar screen says so and tells you you’re covered. A shared diary is connected once, by the account that owns it. Never sync it a second time from your own mailbox.

If you use your own Outlook day to day, for tasks or court dates you keep in your own diary, still connect it; your matters will show there as well. Just pick your own calendar, not the shared diary.

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