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How to access another adviser's calendar

Support staff, admins, and managers can view another adviser's calendar from their own Marloo login.

Written by Liam McGuire

Who this is for

Support staff, admins, and managers who view or manage meetings for one or more advisers in their firm. From your own Marloo login you can view another adviser's calendar and the meetings on it.

How to view another adviser's calendar

  1. Open the Calendar page in Marloo.

  2. Use the dropdown at the top of the page to choose the adviser you want to view.

  3. The page reloads with that adviser's meetings.

The adviser I want isn't in the dropdown

If an adviser doesn't appear in the dropdown, they haven't connected their own calendar to Marloo yet. Ask them to open Settings > Integrations and connect their Outlook or Google calendar. Once they've connected, they will appear in your dropdown.

I can't see my own meetings, even though my calendar should be connected

If you're an adviser, admin, or manager who can't see your own meetings, your calendar may have disconnected. See How to disconnect or reconnect your calendar.

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