Difference between revisions of "Google Calendar Integration"

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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.
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[[File:app_calendarsigninscreen.png|100px|thumb|right|CallProof Mobile App Calendar Setup]]
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[[File:app_googlesigninin.png|100px|thumb|right|Callproof Mobile App Google signin Page]]
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[[File:app_googleAccessscreen.png|100px|thumb|right|CallProof Mobile App Google Access]]
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[[File:app_Calendarscreen.png|100px|thumb|right|CallProof Mobile App Calendar Page]]
  
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== Calendar Setup ==
  
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== What is Google Calendar Integration? ==
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=== What is Calendar Setup? ===
  
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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.  
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Calendar Setup connects CallProof to your calendars so '''Tasks''' and '''Follow-ups''' can sync automatically.
  
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On the mobile app you can link:
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* '''Google Calendar'''
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* '''Microsoft Office365 Calendar'''
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* '''iPhone Calendar''' (device calendar)
  
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==  Setting Up Google Calendars on Mobile ==
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Once linked, creating or updating a task/follow-up can send it to the selected calendar. Deleting a task can remove the related calendar event when iPhone sync is on.
  
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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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=== How to navigate ===
  
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To begin configuring Google Calendar from the mobile app, select any contact and choose "Future Appointment".
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'''[[Mobile Home]]''' → '''[[Settings]]''' → '''Calendar Sync Info''' 
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Opens '''Calendar Setup'''.
  
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A pop up with ask "Sync Followups with Google Calendars?"  Select YES.
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'''Related:'''
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* '''[[Tasks]]''' → Add / Edit task → optional '''Add to Google Calendar''' / '''Add to Office Calendar''' checkboxes (when Google/Office are enabled)
  
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=== Using Calendar Setup ===
  
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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.
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# Open '''[[Settings]]'''.
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# Tap '''Calendar Sync Info'''.
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# Link '''[[Google Calendar sync|Google]]''', '''[[Microsoft Office Calendar sync|Office365]]''', and/or turn on '''[[iPhone Calendar sync|iPhone Calendar]]'''.
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# For Google/Office, select which calendar receives CallProof tasks.
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# Create or edit a task/follow-up in '''[[Tasks]]'''.
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# When Google/Office are enabled, check '''Add to Google Calendar''' and/or '''Add to Office Calendar''' as needed.
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# Save the task — it syncs to the selected calendar(s).
  
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=== Features include ===
  
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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.  
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* '''[[Calendar Sync Info (Settings)]]''' – Settings row that opens Calendar Setup and shows sync status.
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* '''[[Google Calendar sync]]''' – Link Google and choose a calendar for tasks.
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* '''[[Microsoft Office Calendar sync]]''' – Link Office365 and choose a calendar for tasks.
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* '''[[iPhone Calendar sync]]''' – Toggle to sync tasks to the device calendar.
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* '''[[Select calendar]]''' – Pick which Google/Office calendar receives events.
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* '''[[Remove calendar sync]]''' – Delete/unlink Google or Office connection.
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* '''[[Add task to calendar]]''' – Send a task/follow-up to Google and/or Office when creating or editing.
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* '''[[Calendar sync notes]]''' – Important limits for this mobile app.
  
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<div style="clear: both;"></div>
  
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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. 
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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.
 
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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 ==
 
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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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'''Navigation:''' '''Home''' &rarr; '''Tools''' &rarr; '''Calendar Setup'''
 
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Also available from:
 
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* Follow-ups
 
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* Contacts
 
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* Event Forms
 
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* Funnel
 
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<div style="clear:both;"></div>
 
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== Google Calendar ==
 
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# Navigate to '''Calendar Setup'''.
 
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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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==== 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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<div style="clear:both;"></div>
 
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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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# 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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<div style="clear:both;"></div>
 
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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.
 
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==  Adding a Future Appointment on Mobile ==
 
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To add a Future Appointment to Callproof and send it to a Google Calendar, select a contact.  From the contact menu, select Future Appointment.
 
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Configure the future appointment as needed.  Include any information needed in the calendar entry.
 
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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).
 
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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.
 
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After clicking Submit, the calendar entry will be saved to the selected calendar.
 
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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 08:17, 25 July 2026


CallProof Mobile App Calendar Setup
Callproof Mobile App Google signin Page
CallProof Mobile App Google Access
CallProof Mobile App Calendar Page

Calendar Setup

What is Calendar Setup?

Calendar Setup connects CallProof to your calendars so Tasks and Follow-ups can sync automatically.

On the mobile app you can link:

  • Google Calendar
  • Microsoft Office365 Calendar
  • iPhone Calendar (device calendar)

Once linked, creating or updating a task/follow-up can send it to the selected calendar. Deleting a task can remove the related calendar event when iPhone sync is on.

How to navigate

Mobile Home → Settings → Calendar Sync Info Opens Calendar Setup.

Related:

  • Tasks → Add / Edit task → optional Add to Google Calendar / Add to Office Calendar checkboxes (when Google/Office are enabled)

Using Calendar Setup

  1. Open Settings.
  2. Tap Calendar Sync Info.
  3. Link Google, Office365, and/or turn on iPhone Calendar.
  4. For Google/Office, select which calendar receives CallProof tasks.
  5. Create or edit a task/follow-up in Tasks.
  6. When Google/Office are enabled, check Add to Google Calendar and/or Add to Office Calendar as needed.
  7. Save the task — it syncs to the selected calendar(s).

Features include

Retrieved from "http://docs.callproof.com/index.php?title=Google_Calendar_Integration&oldid=4003"