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Setting Up Calendars

Getting Started

Setting Up Calendars

How to create and manage calendars

As an administrator, you can create calendars in LollyLaw that your users can post events to. Each calendar has a "type" that determines where events live:

  • Firm Internal: Events exist only within LollyLaw.

  • Google or Outlook: Available once you've enabled the corresponding integration. Selecting one of these types syncs events from LollyLaw to that outside calendar.

Keep in mind: Google Calendar and Outlook Calendar are third-party services outside LollyLaw's control. Permissions and any changes made directly in those services need to be managed there, not in LollyLaw.

Important: LollyLaw syncs event data to Google Calendar or Outlook Calendar, but it does not pull data back from them. This is a one-way sync. One reason is that LollyLaw events include fields like client, matter, and billing amount, which don't have equivalents in Google Calendar or Outlook.

Step 1: Enable the Integration

  1. Go to Settings > Add-Ons & Integrations.

  2. Select Google Calendar or Outlook Calendar. You can enable both if needed.

  3. Click Enable.

  4. Sign in to your Google or Microsoft account when prompted.

  5. Allow LollyLaw permission to make edits to your calendar.

  6. Refresh the page once you're redirected back to LollyLaw.

Step 2: Create a New Calendar

Once the integration is active, add a calendar to your LollyLaw account:

  1. Go to Settings > Account Configuration.

  2. Find the Set Calendars section.

  3. Click Create New Calendar at the top of the table.

  4. Enter a name for the calendar.

  5. Select a type.

  6. Choose a Calendar ID from the dropdown of calendars available in your Google or Microsoft 365 account. Leave this field empty if you want LollyLaw to create a new calendar in Google Calendar or Outlook Calendar automatically.

  7. Click the green checkmark to add the record.

  8. Click Save at the top right of the page.

Once added, the calendar will appear as an option in the Select Calendar dropdown when users create events, time entries, and other records.

 

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