Using the Scheduling Assistant in Outlook on the web for business

You can usually set up an invitation to an event using the default new event page, but sometimes you’ll want extra help to coordinate multiple schedules.

In this article

Open the Scheduling Assistant

Add attendees

Add a room to your location

View calendars

Finish

What if I want to know more?

Open the Scheduling Assistant

The Scheduling Assistant can be used before or after you provide event details. If you provide the date, time, and duration of your event, and add attendees before you open the Scheduling Assistant, those details are carried over and you can change them as needed.

By using the Scheduling Assistant, you immediately get to view the calendar of an attendee and determine their availability—free or busy—for the date and time of the event.

  1. On the Mail or Calendar menu bar, choose the down arrow New button and down arrow > Calendar event.

  2. On the Details page for the new event, do one of the following:

    • Add event details—for example, title and location, start and end date and times, and other information—as needed, add people, and then choose Scheduling assistant Scheduling assistant to help you with a calendar event or a search for resources .

    • Choose Scheduling assistant Scheduling assistant to help you with a calendar event or a search for resources , and then, if needed, add attendees and add a room.

In the details pane of the Scheduling Assistant, you can change the date and time an event occurs, but you can't change the title of the event. The Details page for the event offers options that aren't available with the Scheduling Assistant. Those options include, for example, setting a meeting reminder, adding an email reminder to send, and providing a description or other details about the event.

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Add attendees

Attendees can be added for an event before or after you choose the Scheduling Assistant. If you added attendees on the Details page for the event, when you open the Scheduling Assistant you'll see the calendars of those attendees in a grid to the right of the details pane. The steps given in this section are exclusively for adding an attendee after you open the Scheduling Assistant.

  1. In the Attendees box in the details pane, type the name of a person you want to invite to the event.

    Details pane showing the Attendees box to use with the Scheduling Assistant

    Note: Beginning with the first character you type, Outlook matches your entry and offers the names of people who are in your organization or people with whom you have corresponded.

  2. Choose a name in the list of suggestions that appears below the Attendees box, or choose Search Directory.

    Note: Each person you add will automatically be added as Required. And each person's calendar appears (in the order in which they were chosen) to the right of your calendar in the calendar pane, creating a grid. As you add people you’ll see a count of the total number of people invited and how many conflicts there are.

    Scheduling Assistant Attendees

  3. To change the status of an attendee, right-click the name of the attendee, or if you're using a touch device, touch and hold the name , and do one of the following:

    • Choose Remove to delete the attendee. Or, choose Remove discard next to the attendee's name.

    • Choose Attendance optional.

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Add a room to your location

If you didn't add a room to the event location before opening the Scheduling Assistant, you can add one here. There is an Add room button at the bottom of the Scheduling Assistant details pane that lets you see conference rooms from your organization’s address list. The Scheduling Assistant automatically shows only rooms that are available at the time you’ve currently set, but you can see other rooms if you want to.

If your organization has more than a few rooms, the admin for your organization may have organized the rooms into room lists. Room lists are collections of rooms that typically include similar characteristics, such as rooms that are in the same building.

  1. Choose Add Room.

  2. Choose a room, or choose a room list, and then select one of the available rooms in that list.

    Scheduling Assistant add a room

After you’ve selected a room, it's added to the calendar grid. You can change the conference room by choosing Change room. To remove the conference room, right-click it or, if you’re using a touch device, touch and hold it, and then choose Remove.

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View calendars

As you add attendees and a location, their calendar information will appear in the calendar grid.

Scheduling Assistant grid

You can select day or week view at the top of the calendar. If you select week view, the calendar grid will show a merged view of the attendees’ calendars.

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Finish

When you’ve finished working in the Scheduling Assistant, do one of the following:

  • Choose OK checkmark to save your changes.

  • Choose Discard discard to cancel.

You’ll be returned to the new event Details page, where you can finish adding more details about your meeting if necessary. When you’re done, do one of the following:

  • Choose Send send to send the invitation to the event.

  • Choose Discard discard to cancel all your changes.

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What if I want to know more?

For more information, see Calendar overview.

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