Configure personal booking to give users a more personal and simpler scheduling experience. These steps are optional but recommended.
Supported calendar systems
What personal booking gives users
When you configure it correctly, users get these features:
- Users see all their upcoming events in the schedule view tab.
- Users can preview co-workers' availability before they create events, to choose the best time for all attendees.
- Users own their events, so it is easier to create and edit events in Robin and external calendars.
How it works
Robin tries to book events directly as the person, not as the service account, when these 3 things are true:
- The Allow Personal Booking setting is enabled.
- User calendar accounts are connected.
- Room calendar permissions are configured correctly.
Users then own and manage their events. The next sections explain these 3 parts.
Turn on the Allow Personal Booking setting
Turn on the setting on your calendar provider's page in Robin.
- Go to Manage > Integrations.
- In the Installed list, select Manage next to Google Workspace or Microsoft 365, for the calendar system your organization uses. The provider page opens.
- Under Features, turn on the Allow Personal Booking switch.
Next, users need to connect their individual Google or Outlook accounts.
Connect user accounts and authenticate the integration
Users connect their calendar accounts in one of 2 ways:
- SSO is enabled by default for Google and Microsoft 365. SSO authentication connects user calendars automatically.
- Users can connect their calendar accounts in their user settings: User Settings > Integrations > Connect for their calendar system. Users then follow the same OAuth authentication steps to complete the connection.
Remind users to make sure they have enabled pop-ups in their browser.
Configure calendar permissions
For users to create events and book spaces as themselves, configure the room calendar permissions correctly on the service account. If users do not have the correct permissions, their events are declined. These permissions matter most for offices that use Google calendars.
For Google, see Setting permissions for user impersonation.
For Microsoft 365, Robin books as each person who signed in with Microsoft 365 SSO or connected their personal account. If personal booking fails, Robin books the event as the room resource. See Book meetings as yourself, the organizer.
Give a colleague delegate access
To give a colleague, such as your executive assistant, delegate access, change the settings on your personal user account in your office's native calendar system. For help, see the guide for your calendar system: Google calendar or Outlook calendar.