Difference between revisions of "Google Calendar Integration"
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Path: [[Callproof Support]] - [[Google Calendar Integration]] | Path: [[Callproof Support]] - [[Google Calendar Integration]] | ||
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| + | == Beta Notice == | ||
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| + | 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? == | == 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 | + | 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 == | == 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. | + | 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. |
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To begin configuring Google Calendar from the mobile app, select any contact and choose "Future Appointment". | To begin configuring Google Calendar from the mobile app, select any contact and choose "Future Appointment". | ||
| + | [[File:cal_pick_future.png|100px|thumb|center|Index of Event Forms]] | ||
A pop up with ask "Sync Followups with Google Calendars?" Select YES. | A pop up with ask "Sync Followups with Google Calendars?" Select YES. | ||
| + | [[File:cal_sync.png|100px|thumb|center|Index of Event Forms]] | ||
| − | Google will now be contacted and ask for | + | 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. |
| + | [[File:cal_google_login.png|100px|thumb|center|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. | 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. | ||
| + | [[File:cal_google_allow.png|100px|thumb|center|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 | + | 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. |
| + | [[File:cal_calendars_used.png|100px|thumb|center|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. | 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. | ||
| + | [[File:cal_add_new.png|100px|thumb|center|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. | Now, Callproof will once again what calendars to use. Select the calendar to use for Future Appointments and Followups. Click submit to save choices. | ||
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| + | Once these steps are completed, user will return to the Callproof app. | ||
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| + | == Setting Up Google Calendars on the Callproof Website == | ||
| + | |||
| + | 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]] | ||
| + | |||
| + | 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.]] | ||
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| + | 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. | ||
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| + | == 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. | ||
| + | [[File:cal_pick_future.png|100px|thumb|center|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. | ||
| + | |||
| + | [[File:cal_future_app_screen.jpg|100px|thumb|center|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. | ||
Latest revision as of 15:00, 8 October 2013
Path: Callproof Support - Google Calendar Integration
Contents
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".
A pop up with ask "Sync Followups with Google Calendars?" Select YES.
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.
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.
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.
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.
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
To setup Google Calendars from the website go to Contacts. To the right, select the Future Appointment button.
On the Future Appointments Screen, select Google Calendar on the right hand side.
Next, sign into Google to allow Callproof to post events to Calendars.
Confirm that Callproof can post events to Google Calendar.
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.
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.
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.
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.
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.
