Connecting your calendar

This guide shows you how to connect a calendar so AuditHalo can schedule supervision from inside the app: create the meeting, add the video link, and write the event to your calendar. Connecting also enables pulling a meeting transcript later for AI-assisted notes.

You connect your own calendar from your account page. Each person connects their own; connecting is per user, not per organization.

Providers you can connect

• Microsoft (Teams + Outlook). Creates Teams meetings and writes to Outlook Calendar.
• Google (Meet + Calendar). Creates Google Meet meetings and writes to Google Calendar.

Connect a calendar

1. Go to your account page at /dashboard/account.
2. Find the Calendar integrations card.
3. Next to the provider you use, select Connect.
4. Sign in with that provider and grant AuditHalo access when prompted.

After you authorize, the provider shows as connected, along with the account you connected as.

[Screenshot: the Calendar integrations card showing Microsoft and Google with a Connect action]

Note: AuditHalo stores your calendar authorization encrypted and uses it only to create and read the supervision events you schedule.

Set a preferred provider

If you connect both providers, set one as the default for new sessions.

1. In the Calendar integrations card, find the connected provider you want as default.
2. Select Set as preferred.

New sessions you schedule use the preferred provider unless you choose otherwise.

Disconnect a calendar

1. In the Calendar integrations card, find the connected provider.
2. Select Disconnect and confirm.

You can reconnect at any time. Disconnecting stops AuditHalo from creating or reading events with that provider; it does not delete events already on your calendar.

Warning: If you disconnect the calendar used for upcoming scheduled sessions, AuditHalo can no longer update or cancel those events on your calendar. Reconnect, or manage those events manually, before disconnecting mid-series.

What's next

• Schedule one-off and recurring sessions. See Scheduling supervision sessions.
• Move around week, month, and list views. See Using the calendar.
• Generate notes from a connected meeting's transcript. See AI-assisted session notes.