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Documentation Index

Fetch the complete documentation index at: https://docs.routera.io/llms.txt

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Connecting a calendar is optional but recommended. Routera reads busy events from your calendar and combines them with working hours and out-of-office settings, so routers and assignments respect when you are actually free. Each user connects their own calendar under Settings → Profile → Calendar.
You can connect one calendar provider at a time (Google or Outlook). To switch, Delete the current connection, then connect the other provider. Microsoft 365 Outlook calendars are supported for Outlook; personal Microsoft accounts may not work.

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Connect a calendar

  1. Open Settings → Profile → Calendar.
  2. If nothing is connected yet, click Connect Calendar.
  3. In the Connect calendar modal, choose Google Calendar or Microsoft Outlook Calendar.
  4. Sign in when prompted and approve access:
    • Google — use Continue in the Google account popup.
    • Outlook — use Accept on the Microsoft consent screen (you are redirected back to Routera when finished).
  5. When connection succeeds, a card appears for your provider with a short description of how events affect availability.
Connect calendar modal with Google and Outlook options

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Google Calendar availability settings

Google Calendar includes extra options for which events count as busy:
  1. On the Google Calendar card, click the settings (gear) icon.
  2. In Availability settings, choose one option:
    • All events should be considered for my availability — any busy event on your calendar blocks assignment time.
    • Only read “All Day” events — timed events during the day do not change availability; all-day busy events still do.
  3. Click Save.
Google Calendar availability settings modal Outlook uses the same busy-event sync behavior without this extra scope setting.

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Disconnect or change provider

  1. On the connected calendar card, click Delete.
  2. Confirm in the dialog (Continue).
  3. Connect again with Connect Calendar if you want the same or a different provider.

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How calendars affect routing

Routera treats you as unavailable when:
  • Your Availability toggle is off, or you are outside working hours, or an out-of-office period is active (see User availability).
  • Your connected calendar has a busy event during that time (according to the Google settings above, if applicable).
Routers that use Overwrite only if current user is not available rely on this combined picture. Connect your calendar before going live on rotation so assignments match real availability.
Set Working Hours and connect a calendar for each rep who receives routed records. Managers can edit another user’s schedule under Settings → Users → Working Hours / Out of Office Dates, but each user connects their own calendar on Profile → Calendar.