Difference between revisions of "Google Calendar Integration"

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(→‎Setting Up Google Calendars on the Callproof Website)
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==  Setting Up Google Calendars on the Callproof Website ==
 
==  Setting Up Google Calendars on the Callproof Website ==
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Calendar Setup allows users to connect their Google Calendar and/or Microsoft Office (Outlook) Calendar to CallProof. Once connected, follow-ups and tasks can be automatically synchronized to the selected calendar.
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Dashboard → Appointments/Tasks → Calendar Setup
  
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To setup Google Calendars from the website go to Contacts.  To the right, select the Future Appointment button.
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[[File:CalendarIndex.png.png|250px|thumb|right|Calendar Setup Menu]]
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[[File:cal_setup_web.jpg|100px|thumb|center|Select Future Appointment to Setup Calendars]]
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'''Navigation:''' '''Home''' → '''Tools''' → '''Calendar Setup'''
  
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On the Future Appointments Screen, select Google Calendar on the right hand side.
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Also available from:
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[[File:cal_setup_web_appoint_scr_s.jpg|100px|thumb|center|Select Google Calendar to setup.]]
 
  
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Next, sign into Google to allow Callproof to post events to Calendars.
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* Follow-ups
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[[File:cal_setup_gmail_login.jpg|100px|thumb|center|Log into Google.]]
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* Contacts
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* Event Forms
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* Funnel
  
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Confirm that Callproof can post events to Google Calendar.
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==== Google Calendar ====
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[[File:cal_setup_gmail_conf.jpg|100px|thumb|center|Confirm Callproof access to post calendar events.]]
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[[File:GoogleCalender.png.png|250px|thumb|right|Calendar Setup in Google]]
  
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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.
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# Navigate to '''Calendar Setup'''.
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[[File:cal_setup_pick_cal.jpg|100px|thumb|center|Select calendar to use or create a new one.]]
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# Under '''Google Calendar Setup''', click '''Link Calendar'''.
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# Sign in with your Google account and grant access.
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# Return to Calendar Setup.
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# Click the '''Edit''' icon next to '''Sending Tasks to Calendar'''.
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# Select the calendar to use for synchronization.
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# Click '''Save'''.
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# The status changes to '''Enabled''' once a calendar is selected.
  
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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.
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===== Create a Google Calendar =====
  
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# Click '''Add New Calendar'''.
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# Enter a calendar name.
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# Click '''Save'''.
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# Select the newly created calendar for synchronization.
  
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===== Remove Google Calendar =====
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# Click the '''Delete''' icon.
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# Confirm the removal.
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# Google synchronization is disabled until the account is linked again.
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==== Microsoft Office Calendar ====
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[[File:OfficeCalender.png.png|250px|thumb|right|Calendar Setup in Office]]
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# Under '''Office Calendar Setup''', click '''Link Calendar'''.
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# Sign in with your Microsoft account and authorize CallProof.
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# Return to Calendar Setup.
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# Click the '''Edit''' icon.
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# Select the Office calendar for synchronization.
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# Click '''Save'''.
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# The status changes to '''Enabled'''.
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===== Create an Office Calendar =====
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# Click '''Add New Calendar'''.
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# Enter a calendar name.
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# Click '''Save'''.
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# Select the new calendar after it becomes available.
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===== Remove Office Calendar =====
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# Click the '''Delete''' icon.
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# Confirm the removal.
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# Office synchronization is disabled until the account is linked again.
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=== Notes ===
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* Calendar connections are configured separately for each user.
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* Synchronization applies to Follow-ups and Tasks only.
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* A calendar must be selected before synchronization is enabled.
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* If authentication expires, reconnect the calendar account.
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* Both Google and Microsoft use OAuth authentication.
  
 
==  Adding a Future Appointment on Mobile ==
 
==  Adding a Future Appointment on Mobile ==

Revision as of 16:56, 21 July 2026

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. This page will also be updated as testing continues and may include changes to procedures or features.


What is Google Calendar Integration?

Future appointments and followups can be scheduled from the Callproof website or mobile app. Event reminders can be setup for SMS and email when the user needs it. Additional guests can be added to an event as well.


Setting Up Google Calendars on Mobile

When using Future appointments for the first time, some items will need to setup and configured. The process only takes a couple minutes. Once this process has occurred, any changes to Calendar setting will be done via the Callproof website. Also, if Google Calendars are setup from the website, this process will not occur on the mobile app.

To begin configuring Google Calendar from the mobile app, select any contact and choose "Future Appointment".

Index of Event Forms

A pop up with ask "Sync Followups with Google Calendars?" Select YES.

Index of Event Forms

Google will now be contacted and ask for the user login credentials. This is all handled on Google's side and Callproof cannot see or access any information used here.

Index of Event Forms

After logging into Google, a permissions page will be displayed. This shows the information that Callproof is requesting from Google. Select ACCEPT on the bottom right of this page. After select accept, the user will return to the Callproof app.

Index of Event Forms

Select the calendar for Callproof to use. In Google Calendars, multiple calendars can be setup for different work. social, or personal needed. Creating a new calendar will separate Callproof events from other events in the user's Google Calendar. Users can use their default calendars or create a new Callproof calendar.

Index of Event Forms

To create a new calendar, select Add Calendar on the bottom left. The user will be prompted for the calendar name. For this demo, we used Callproof Appointments. Click Submit on the bottom to save.

Index of Event Forms

Now, Callproof will once again what calendars to use. Select the calendar to use for Future Appointments and Followups. Click submit to save choices.

Once these steps are completed, user will return to the Callproof app.


Setting Up Google Calendars on the Callproof Website

Calendar Setup allows users to connect their Google Calendar and/or Microsoft Office (Outlook) Calendar to CallProof. Once connected, follow-ups and tasks can be automatically synchronized to the selected calendar. Dashboard → Appointments/Tasks → Calendar Setup

File:CalendarIndex.png.png
Calendar Setup Menu

Navigation: Home → Tools → Calendar Setup

Also available from:

  • Follow-ups
  • Contacts
  • Event Forms
  • Funnel

Google Calendar

File:GoogleCalender.png.png
Calendar Setup in Google
  1. Navigate to Calendar Setup.
  2. Under Google Calendar Setup, click Link Calendar.
  3. Sign in with your Google account and grant access.
  4. Return to Calendar Setup.
  5. Click the Edit icon next to Sending Tasks to Calendar.
  6. Select the calendar to use for synchronization.
  7. Click Save.
  8. The status changes to Enabled once a calendar is selected.
Create a Google Calendar
  1. Click Add New Calendar.
  2. Enter a calendar name.
  3. Click Save.
  4. Select the newly created calendar for synchronization.
Remove Google Calendar
  1. Click the Delete icon.
  2. Confirm the removal.
  3. Google synchronization is disabled until the account is linked again.

Microsoft Office Calendar

File:OfficeCalender.png.png
Calendar Setup in Office
  1. Under Office Calendar Setup, click Link Calendar.
  2. Sign in with your Microsoft account and authorize CallProof.
  3. Return to Calendar Setup.
  4. Click the Edit icon.
  5. Select the Office calendar for synchronization.
  6. Click Save.
  7. The status changes to Enabled.
Create an Office Calendar
  1. Click Add New Calendar.
  2. Enter a calendar name.
  3. Click Save.
  4. Select the new calendar after it becomes available.
Remove Office Calendar
  1. Click the Delete icon.
  2. Confirm the removal.
  3. Office synchronization is disabled until the account is linked again.

Notes

  • Calendar connections are configured separately for each user.
  • Synchronization applies to Follow-ups and Tasks only.
  • A calendar must be selected before synchronization is enabled.
  • If authentication expires, reconnect the calendar account.
  • Both Google and Microsoft use OAuth authentication.

Adding a Future Appointment on Mobile

To add a Future Appointment to Callproof and send it to a Google Calendar, select a contact. From the contact menu, select Future Appointment.

Index of Event Forms

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. 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.

Index of Event Forms

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.

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