Calendar Integrations Overview

In the Calendar Integrations section under the Calendars tab, you can manage and configure your connections with external calendars such as Google Calendar, Outlook Calendar, Zoom, Google Organic Booking, and Local Service Ads. These integrations streamline the process of scheduling appointments and organizing virtual meetings through Zoom. By linking your Google or Outlook calendars, you can synchronize your schedule, making it easier to check for available booking slots.

Setting Up a Primary Calendar Integration

To link your Google or Outlook calendar, simply click the "Add New" button. This action will redirect you to a settings page where you can complete the setup. If you've already connected an account, don't worry—you can add additional accounts using this section. After connecting a calendar, you can select your primary calendar by choosing it from the dropdown menu under My Connections in the Main Integration Calendar section. Events created on any shared system calendar will also be synchronized with this integrated calendar.

Viewing Connected Calendars

This section provides an overview of all calendars you've linked to your CRM, such as Google Calendar and Microsoft Calendar.

Connecting Your Calendar

The Connect tab allows you to link your Google account to the CRM, whether you're connecting for the first time or adding an additional account. Upon clicking the Connect tab, you will be directed to an integration settings page to finalize the connection.

Video Conferencing Management

Here, you can manage your video conferencing settings directly within your calendar integrations.

Zoom Account Integration

Clicking the Connect button here will open a pop-up window prompting you to sign in to your Zoom account. Once you've signed in, your Zoom account will be linked to your calendar.

Google Organic Booking

Effortlessly list your services on your Google Business Page directly from the CRM. After enabling this feature, you can publish either a group of services or individual services by selecting the relevant service menu and calendars from the dropdown options and then clicking Upload.

Local Service Ads Integration

To connect your Local Service Ads account, start by clicking the Connect tab. This will lead you to the integration menu where you can follow the necessary steps to complete the process.