0675. Calendar Connections

Written By Lu Benavides (Collaborator)

Updated at June 25th, 2024

In the Connections section of the Calendars tab, you can manage calendar integrations with Google or Outlook calendars, Zoom, Google Organic Booking, and Local Service Ads. These connections allow for a more seamless flow when scheduling appointments and utilizing virtual meetings via Zoom. Connecting your Google or Outlook calendars allows you to sync your calendar to check for open booking slots for customers.

 

 

Selecting Main Integration Calendar

If you want to connect your Google or Outlook calendar, clicking on the "Add New" button provides a convenient way to set up the integration. You'll be redirected to a settings page where you can finalize the connection. If you already have one account connected, no need to worry — using this tab you can link up more. Once you have a calendar connected, you can choose the primary calendar from the dropdown menu in My Connections under Main Integration Calendar.

 

Events created on a system calendar that you are a part of will also be created on this integrated calendar

 

Calendars

Here you can view the calendars you have connected to your CRM such as Google Calendar, and Microsoft Calendar.

 

 

Connect Tab

Connect tab allows you to connect your Google account with the CRM in case you haven't connected it already or you would like to connect an additional account. After clicking on the "Connect" tab, you will be taken to an integration settings page to complete the process.

 

 

Video Conferencing

Here you can view and manage conferencing settings for your calendar.

 

Connect 

Clicking this button will open a pop-up for you to sign in to your zoom account. Once signed in, you will see your zoom account linked here.

Google Organic Booking

Seamlessly list any services you provide to your Google Business Page from the CRM. After enabling this option you can publish a group or individual service, by selecting the service menu and calendars from the drop-down menu, and clicking Upload.

 

 

Local Service Ads

To connect your Local Service Ads account, you will need to complete the integration process. Click on the connect tab to go to the integration menu to complete the necessary steps.