Calendar Integration Enhancements

Calendar Integration Enhancements

Software Updates

June 14, 2024 ● 2 min read

Calendar Integration Enhancements

As a small consulting firm, you can utilize the Unified Calendar Interface to effortlessly sync multiple calendars from different team members and external platforms like Google, ensuring everyone stays organized and informed about upcoming appointments and meetings.

Calendar Integration Enhancements: This feature in the CRM simplifies calendar setup by consolidating various calendar options into one seamless interface, providing you with a more intuitive and efficient experience.

⭐️ Why Does It Matter To Your Business?

  • Streamlined Setup: Seamlessly connect user-level integrations, third-party calendars, and account-level integrations like Google, Google organic booking, and local service ads in one centralized location, reducing setup complexity and saving time.

  • Enhanced User Experience: Detailed feedback and helpful illustrations aid you in understanding changes made during calendar setup, while added validations reduce synchronization issues, improving the overall journey.

  • Simplified Configuration: Easily configure calendar integrations and sync preferences, with clear explanations and intuitive controls, ensuring you can manage their calendars effectively without confusion.

⭐️ How To Use Calendar Integration Enhancements:

  1. Access “Settings” in your account.

  2. Access the “Calendars” tab from the left navigation menu. Click on connections from the upper navigation menu and select “My Staff.” Click on Calendars > “+ Add New” button.

  3. Connect the calendar you want by clicking on the connect button, and complete your integrations.

  4. Here you can see the integrated calendar, and click on the “Add” button to add a calendar to sync your bookings.

  5. Select your third-party calendar to add new events, and also select your Google Calendar and hit the save button.

  6. Click on the “Advanced Settings” button.

  7. Select Sync Preferences and click the save button.

  8. For conflict calendars, click on the “Edit” Button.

  9. Select the calendars for conflict and hit the save button.

  10. Click on “Google Organic Booking” and use Toggle to Enable/Disable Google Organic Bookings.

With this feature, the CRM empowers you to streamline calendar setup, enhance the customer experience, and simplify configuration, ultimately improving productivity and efficiency in managing appointments and schedules.

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