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Getting Started: How to Connect Your Calendar 📅

Connecting your calendar with the CRM allows you to easily manage appointments and meetings. Here's a simple guide to help you connect your calendar and configure your availability.

1. Access Your Profile Settings

  • Log in to your CRM account.

  • On the left sidebar, click on Settings (usually found at the bottom).

  • Select My Profile from the options.

2. Add a New Calendar

  • Scroll down to the Calendar Settings, then navigate to the Calendars tab

  • Click the blue button labeled + Add New.

  • Choose your calendar provider and click Connect. Follow the login directions for your selected calendar provider.

3. Confirm the Sync

  • You'll know your calendar is successfully connected when you see a green checkmark next to your calendar's name.

  • Now, proceed to configure your calendar settings.

4. Configure Your Calendar

  • In the My Profile > Calendar Settings > Calendar Configuration section, verify that the linked calendar is the correct one for booking appointments.

  • Adjust your Conflict Calendars to ensure the system knows which calendars to check for your availability.

5. OPTIONAL: Configure Video Conferencing with Zoom

  • If you use Zoom for meetings, you'll need to configure the video conferencing settings.

  • In the My Profile > Calendar Settings section, click on Video Conferencing.

  • Click + Add New and follow the instructions to connect your Zoom account.

  • If you're only using Google Meet, make sure your Video Conferencing shows connected for that.

6. Set Privacy Preferences

  • If desired, you can enable Private Mode for Synced Events. This ensures that only you can see details of events from third-party calendars, while others won't have access to that information.

7. Configure Your Availability

  • Scroll down to the User Availability section.

  • Select your Meeting Location from the dropdown.

  • Set your Available Hours for appointments. The system will only book meetings during your available time slots.

  • Double check your Time Zone and make sure it is accurate.

Need Help?

If you encounter any issues during the process, submit a support ticket for assistance.