Skip to main content

Getting started

If you're reading this, you just signed up for CalKeep — likely through Azure Marketplace. Here's what to do next, in order.

What just happened​

You signed up for CalKeep through Microsoft Azure Marketplace. Your subscription appears on your Azure invoice — CalKeep's billing runs entirely through Microsoft. You won't need to enter a credit card anywhere in CalKeep itself.

Before anyone on your team can use the product, you need to complete one quick activation step. It takes about two minutes.

Step 1: Activate your workspace​

After you completed the purchase, Microsoft showed you a "Configure your new software plan" button. Clicking that sent you to https://calkeep.com/activate with a special token in the URL.

If you're already there: you'll see your plan details (plan name, number of seats, the email used to purchase). Click Sign in with Microsoft — since you bought through Azure, you already have a Microsoft account, and that's the fastest path. After you sign in, click Activate CalKeep. You'll land on your calendar.

If you closed that tab: go back to the Azure Portal → Marketplace → SaaS subscriptions, find your CalKeep subscription, and click "Configure account." That will take you back to the activation page.

If something goes wrong: the activation page shows a clear error if the token is expired or already used. Drop us a line at support@calkeep.com and we'll sort it out.

Step 2: Orient your account​

The first-visit Screen Guide explains the current screen and its primary actions. You can reopen it later from Screen Guide without losing your place.

Open Personal Settings for the account-readiness guide. It links directly to profile details, calendar setup, appearance and notifications, reminders, and password/security work. Multi-factor enrollment is under Personal Settings → Multi-Factor Authentication. Each section loads independently, so an unavailable read is not shown as a saved default.

Step 3: Connect the sources you want​

Open Calendar Connections, choose Google or Microsoft, and select the source types you want CalKeep to request before leaving for provider authorization:

  • Calendars
  • Contacts
  • Tasks

Any requestable non-empty combination is valid; you do not have to select a calendar. CalKeep then shows a separate access review. Requested, provider- granted, discovered, and enabled are different states: a provider denial stays “requested but not granted,” and a capability this deployment cannot request is “unavailable,” not a choice you made.

After authorization, review the discovered calendars, contact books, and task lists. New calendars are inactive until you decide how to use them. Contact books and task lists start with sync and writeback off. Provider permission or discovery alone never enables synchronization, writeback, or delete-at-source.

New iCloud and Yahoo app-password onboarding is currently paused. See iCloud and Yahoo for the read-only link and file-snapshot alternatives.

Step 4: Set up workspace branding (optional, but nice)​

CalKeep lets you put your company name, logo, and colors on booking pages, confirmation emails, and invite links. Go to Admin Hub → Workspace management → Branding to upload a logo, choose colors, and set identity copy.

Draft changes update the local preview. Customer-facing pages change only after Save succeeds. See Branding for the full reference.

Step 5: Onboard your team​

You bought seats for your team — let's fill them. A person joins the intended workspace through an invitation, an invite link, or a verified domain auto-join policy. Direct Microsoft sign-in is suitable for an existing member or someone covered by verified domain auto-join; a workspace-branded login link does not by itself grant membership.

Option A: Domain auto-join (best for onboarding everyone with @yourcompany.com)​

If your whole team has the same email domain, you can set things up so anyone who signs in with a @yourcompany.com Microsoft account automatically joins your workspace.

Go to Admin Hub → Workspace management → Team members → Domain auto-join:

  1. Type your company domain (e.g., yourcompany.com) and click Add domain.
  2. CalKeep generates a DNS TXT record challenge — it looks like calkeep-domain-verify=abc123. Add that TXT record at the apex of your domain (yourcompany.com, not a subdomain). Your DNS provider (GoDaddy, Cloudflare, Route 53, etc.) is where you do this.
  3. Once the record is live (usually a few minutes, sometimes up to an hour for propagation), click Verify in CalKeep.
  4. Choose the auto-join role. We recommend user unless every new person at the verified domain should administer the workspace. After verification, a new Microsoft sign-in from @yourcompany.com joins with that configured role.

People who registered at your domain before you enabled auto-join are not retroactively pulled into your workspace — auto-join only catches new sign-ins after verification.

Option B: M365 directory picker (for admins who want to select specific people)​

If you want to hand-pick teammates from your Microsoft 365 tenant, go to Admin Hub → Workspace management → Team members, find Invite from Microsoft 365, and click Connect Microsoft 365 Directory.

You'll be asked to authorize CalKeep to read your tenant's user list (just read-only, just names and email addresses — no calendar data, no messages). Once you authorize:

  1. A searchable list of your Microsoft 365 users appears.
  2. Select the people you want to invite.
  3. Click Send invitations. Each person gets an email with a link to join your workspace.

You only need to authorize once. The connection stays active so you can come back and invite more people later.

If the Microsoft-based paths don't work for your situation:

Invite link: Go to Admin Hub → Workspace management → Team members → Invite Links. Generate a shareable link you can drop in Slack, Teams, or email. You can set an expiry date, a max number of uses, or restrict it to a specific email domain.

Magic-link login: After a person has joined through an invitation, invite link, or verified auto-join policy, they can enter their work email at https://calkeep.com/login and choose Email me a sign-in link. The single-use link authenticates that member without a password; it does not place an unknown email into a workspace.

CSV bulk invite: Go to Admin Hub → Workspace management → Team members and use Bulk invite. Paste a CSV (or list) of email addresses, assign roles, and send. Each person gets a standard invitation email.

For more on managing the team after onboarding, see Team management.

Step 6: Use the Admin Hub​

As the person who activated the subscription, you're the workspace admin. That means:

  • Manage team members — invite, remove, and set roles from Admin Hub → Workspace management → Team members.
  • See seat usage — the Team settings page shows how many of your purchased seats are in use. If you need more seats, go back to your Azure Marketplace subscription and update the quantity there.
  • Review source setup — return to Calendar Connections to distinguish provider access, discovery, activation, synchronization, and writeback.
  • Create booking pages — go to Booking Pages to set up a publicly shareable scheduling link. Useful for sales calls, interviews, or anything where you want someone to pick a time without the back-and-forth.
  • Set up branding — use Admin Hub → Workspace management → Branding.
  • Configure workspace security — use Admin Hub → Security & identity. Personal MFA and passkeys remain in Personal Settings.

The Admin Hub groups Workspace management, Security & identity, and Integrations & services. An available control is not proof that its service is configured or healthy. Read the Admin Hub guide before turning on identity or integration controls.

Step 7: What happens if you cancel​

If you cancel your CalKeep subscription through Azure Marketplace:

  • Your workspace plan reverts to CalKeep FREE immediately when the cancellation webhook arrives.
  • All your data is preserved — calendar connections, booking pages, contacts, tasks, everything. Nothing is deleted.
  • Features that require a paid plan become inaccessible, but the data behind them is still there.
  • If you reinstate the subscription through Azure Marketplace, the plan is restored and you're back to full access.

If you ever need help with data export or account closure, contact us at support@calkeep.com. Full workspace deletion is currently handled through support rather than an in-app button.

Getting help​

  • Help & Support: use the sidebar for recovery-first guidance, FAQ, and support contact. Calendar, sync, and account problems link back to their exact review screens without silently changing a connection.
  • Diagnostic preview: when support needs context, you can assemble a redacted diagnostic summary and review it before submitting. Secrets, provider payloads, private event details, and unnecessary personal data are excluded; previewing does not store or send it.
  • Email: support@calkeep.com
  • Privacy policy: calkeep.com/privacy
  • Terms: calkeep.com/terms

We're a small team and we read the support inbox. If something isn't working or something in this guide is confusing, tell us — it helps us fix it for the next person.

Welcome to CalKeep.