Google Calendar Integration - Revision history

Jeff Epperson at 15:00, 8 October 2013

2013-10-08T15:00:32Z

Jeff Epperson at 14:52, 8 October 2013

2013-10-08T14:52:18Z

Jeff Epperson at 14:39, 8 October 2013

2013-10-08T14:39:41Z

Jeff Epperson at 14:05, 8 October 2013

2013-10-08T14:05:42Z

Jeff Epperson at 14:04, 8 October 2013

2013-10-08T14:04:32Z

Jeff Epperson at 14:01, 8 October 2013

2013-10-08T14:01:54Z

Jeff Epperson at 21:00, 7 October 2013

2013-10-07T21:00:04Z

Jeff Epperson at 20:52, 7 October 2013

2013-10-07T20:52:08Z

Jeff Epperson: Changed protection level for "Google Calendar Integration" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite)) [cascading]

2013-10-07T20:05:52Z

Changed protection level for "Google Calendar Integration" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite)) [cascading]

Jeff Epperson: Protected "Google Calendar Integration" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite))

2013-10-07T20:03:18Z

Protected "Google Calendar Integration" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite))

← Older revision		Revision as of 15:00, 8 October 2013
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	To setup Google Calendars from the website go to Contacts. To the right, select the Future Appointment button.		To setup Google Calendars from the website go to Contacts. To the right, select the Future Appointment button.
	[[File:cal_setup_web.jpg\|100px\|thumb\|center\|Select Future Appointment to Setup Calendars]]		[[File:cal_setup_web.jpg\|100px\|thumb\|center\|Select Future Appointment to Setup Calendars]]
		+
		+	On the Future Appointments Screen, select Google Calendar on the right hand side.
		+	[[File:cal_setup_web_appoint_scr_s.jpg\|100px\|thumb\|center\|Select Google Calendar to setup.]]
		+
		+	Next, sign into Google to allow Callproof to post events to Calendars.
		+	[[File:cal_setup_gmail_login.jpg\|100px\|thumb\|center\|Log into Google.]]
		+
		+	Confirm that Callproof can post events to Google Calendar.
		+	[[File:cal_setup_gmail_conf.jpg\|100px\|thumb\|center\|Confirm Callproof access to post calendar events.]]
		+
		+	Now, the user is asked to select the calendar they want to use. Google Calendar can be configured with multiple calendars for different types of events. If the user's gmail address is only used for work, we suggest selecting their gmail account. (Example: XXX@gmail.com) If a new calendar is needed, the bottom half of the screen can be used to create a new Calendar. Simply type the name and click submit under the new name. The calendar will be created and can now be selected for Future Appointments and Followups.
		+	[[File:cal_setup_pick_cal.jpg\|100px\|thumb\|center\|Select calendar to use or create a new one.]]
		+
		+	At this point, Google Calendars are setup correctly and can be used as needed. Return to contacts and begin creating future appointments by refering to the first screen. Click the future appointment icon to add a future appointment.

← Older revision		Revision as of 14:52, 8 October 2013
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	To setup Google Calendars from the website go to Contacts. To the right, select the Future Appointment button.		To setup Google Calendars from the website go to Contacts. To the right, select the Future Appointment button.
		+	[[File:cal_setup_web.jpg\|100px\|thumb\|center\|Select Future Appointment to Setup Calendars]]

← Older revision		Revision as of 14:39, 8 October 2013
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	== Setting Up Google Calendars on the Callproof Website ==		== Setting Up Google Calendars on the Callproof Website ==

−	~~More info and pics coming soon~~.	+	To setup Google Calendars from the website go to Contacts. To the right, select the Future Appointment button.
		+

← Older revision		Revision as of 14:05, 8 October 2013
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	[[File:cal_future_app_screen.jpg\|100px\|thumb\|center\|Index of Event Forms]]		[[File:cal_future_app_screen.jpg\|100px\|thumb\|center\|Index of Event Forms]]

−	After clicking Submit, the calendar entry	+	After clicking Submit, the calendar entry will be saved to the selected calendar.
		+
		+	Future appointments can be quickly seen by selecting "Followups", then "Appt History", then click Future at the top. This will display all appointments that were setup as future appointments.

@@ Line 52: / Line 52: @@
 Configure the future appointment as needed.  Include any information needed in the calendar entry.
-To include an invitee, enter their email and click add.  Once it shows under the input box in a square, they have been added.
+To include an invitee, enter their email and click add.  Once it shows under the input box in a square, they have been added. At this time, Callproof can only add invitees to your calendar entry.  To send the other invitees an email about the meeting, please log into Google Calendar on a PC, select the event, and then email invitees (about half way down on the right side).
 Different options appear for meeting notifications.  Select the method and how far in advance to see the reminder.  Click the green + sign right of the time to add additional reminders.
 [[File:cal_future_app_screen.jpg|100px|thumb|center|Index of Event Forms]]

← Older revision		Revision as of 14:01, 8 October 2013
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	Configure the future appointment as needed. Include any information needed in the calendar entry.		Configure the future appointment as needed. Include any information needed in the calendar entry.
		+
		+	To include an invitee, enter their email and click add. Once it shows under the input box in a square, they have been added.
		+
		+	Different options appear for meeting notifications. Select the method and how far in advance to see the reminder. Click the green + sign right of the time to add additional reminders.
		+
	[[File:cal_future_app_screen.jpg\|100px\|thumb\|center\|Index of Event Forms]]		[[File:cal_future_app_screen.jpg\|100px\|thumb\|center\|Index of Event Forms]]

← Older revision		Revision as of 21:00, 7 October 2013
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	== Beta Notice ==		== Beta Notice ==

−	This feature is currently in beta testing. Users may experience encounter a bug and are encouraged to email [[Support]] with detailed descriptions of the problem. Support will assist in resolving the issue.	+	This feature is currently in beta testing. Users may experience encounter a bug and are encouraged to email [[Support]] with detailed descriptions of the problem. Support will assist in resolving the issue. This page will also be updated as testing continues and may include changes to procedures or features.

← Older revision		Revision as of 20:52, 7 October 2013
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	Path: [[Callproof Support]] - [[Google Calendar Integration]]		Path: [[Callproof Support]] - [[Google Calendar Integration]]
		+
		+
		+	== Beta Notice ==
		+
		+	This feature is currently in beta testing. Users may experience encounter a bug and are encouraged to email [[Support]] with detailed descriptions of the problem. Support will assist in resolving the issue.

← Older revision	Revision as of 20:05, 7 October 2013
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← Older revision	Revision as of 20:03, 7 October 2013
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