Calendar Setup (Website)

Calendar Setup (Website)

What is Calendar Setup (Website)?

Calendar Setup on the CallProof website lets users connect Google Calendar and/or Microsoft Office (Outlook) Calendar. Once connected, follow-ups and tasks can sync to the selected calendar.

How to navigate

Home → Tools → Calendar Setup

Also available from:

• Follow-ups
• Contacts
• Event Forms
• Funnel
• Dashboard → Appointments/Tasks → Calendar Setup

Calendar Setup Menu

Using Calendar Setup (Website)

1. Open Calendar Setup.
2. Link Google Calendar and/or Microsoft Office Calendar.
3. Select which calendar receives tasks/follow-ups.
4. Save.
5. Status shows Enabled when a calendar is selected.
6. Remove or reconnect later if needed.

Features include

• Google Calendar Setup – Link and enable Google sync.
• Office Calendar Setup – Link and enable Microsoft Outlook sync.
• Sending Tasks to Calendar – Choose which calendar receives sync.
• Add New Calendar – Create Google or Office calendars from setup.
• Enabled status – Confirms sync is active after a calendar is selected.
• Per-user setup – Each user connects their own calendars.

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