|
|
| (8 intermediate revisions by the same user not shown) |
| Line 1: |
Line 1: |
| − | Path: [[Callproof Support]] > [[Google Calendar Integration]]
| |
| | | | |
| − | [[File:app_calendarsigninscreen.png|100px|thumb|right|CallProof Mobile App Calendar Sign-in Page]] | + | |
| − | [[File:app_googleflowscreen.png|100px|thumb|right|CallProof Mobile App Google Sign-in Page]] | + | [[File:app_calendarsigninscreen.png|100px|thumb|right|CallProof Mobile App Calendar Setup]] |
| − | [[File:app_googleAccessscreen.png|100px|thumb|right|CallProof Mobile App Google Access Page]] | + | [[File:app_googlesigninin.png|100px|thumb|right|Callproof Mobile App Google signin Page]] |
| | + | [[File:app_googleAccessscreen.png|100px|thumb|right|CallProof Mobile App Google Access]] |
| | [[File:app_Calendarscreen.png|100px|thumb|right|CallProof Mobile App Calendar Page]] | | [[File:app_Calendarscreen.png|100px|thumb|right|CallProof Mobile App Calendar Page]] |
| − | [[File:CalendarIndex.png|250px|thumb|right|Calendar Setup Menu]]
| |
| − | [[File:GoogleCalender.png|300px|thumb|right|Calendar Setup in Google]]
| |
| − | [[File:Office.png|300px|thumb|right|Calendar Setup in Office]]
| |
| − | [[File:Accounts_menu.png|200px|thumb|right|Accounts Menu]]
| |
| − | [[File:app_Appointmentstartscreen.png|200px|thumb|right|CallProof Mobile App Start Appointment Page]]
| |
| − |
| |
| − | == Google Calendar Integration ==
| |
| − |
| |
| − | === Beta Notice ===
| |
| − |
| |
| − | This feature is currently in beta testing. Users may 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? ===
| |
| − |
| |
| − | Google Calendar Integration (Calendar Sync) connects CallProof to Google Calendar and/or Microsoft Office (Outlook) Calendar so future appointments, follow-ups, and tasks can sync to your calendar.
| |
| − |
| |
| − | Future appointments and follow-ups can be scheduled from the CallProof website or mobile app. Event reminders can be set for SMS and email. Additional guests can be added to an event as well.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''Mobile:'''
| |
| − | * '''[[Accounts]]''' → contact → '''Future Appointment''' (first-time Google setup may start here)
| |
| − | * '''[[Settings]]''' → Calendar Sync / Calendar Setup (when available)
| |
| − |
| |
| − | '''Website:'''
| |
| − | * '''Home''' → '''Tools''' → '''Calendar Setup'''
| |
| − | * Also from Follow-ups, Contacts, Event Forms, Funnel
| |
| − | * Dashboard → Appointments/Tasks → Calendar Setup
| |
| − |
| |
| − | === Using Google Calendar Integration ===
| |
| − |
| |
| − | # Complete first-time setup on '''[[Setting Up Google Calendars on Mobile|mobile]]''' or '''[[Calendar Setup (Website)|website]]'''.
| |
| − | # Link '''[[Google Calendar]]''' and/or '''[[Microsoft Office Calendar]]'''.
| |
| − | # Select which calendar receives CallProof events.
| |
| − | # Create a '''[[Future Appointment on Mobile|Future Appointment]]''' (or task/follow-up).
| |
| − | # Confirm the event appears in the selected Google/Office calendar.
| |
| − | # Manage reminders, guests, and invitees as needed.
| |
| − | # Remove or reconnect calendars if authentication expires.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''[[Setting Up Google Calendars on Mobile]]''' – First-time Google sync from Future Appointment on the app.
| |
| − | * '''[[Calendar Setup (Website)]]''' – Connect Google and/or Office calendars from the web.
| |
| − | * '''[[Google Calendar]]''' – Link, select, and enable Google sync.
| |
| − | * '''[[Create a Google Calendar]]''' – Add a new Google calendar for CallProof events.
| |
| − | * '''[[Remove Google Calendar]]''' – Disconnect Google sync.
| |
| − | * '''[[Microsoft Office Calendar]]''' – Link, select, and enable Office/Outlook sync.
| |
| − | * '''[[Create an Office Calendar]]''' – Add a new Office calendar for CallProof events.
| |
| − | * '''[[Remove Office Calendar]]''' – Disconnect Office sync.
| |
| − | * '''[[Future Appointment on Mobile]]''' – Create a future appointment and send it to the calendar.
| |
| − | * '''[[Calendar sync notes]]''' – Important rules and limitations.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Setting Up Google Calendars on Mobile ==
| |
| − |
| |
| − | === What is Setting Up Google Calendars on Mobile? ===
| |
| − |
| |
| − | First-time Future Appointment use on mobile can walk you through connecting Google Calendar. This only takes a couple of minutes. After setup, most calendar setting changes are done on the CallProof website. If Google Calendar was already set up on the website, this mobile process will not occur.
| |
| − |
| |
| − | === How to navigate ===
| |
| | | | |
| − | '''[[Accounts]]''' → select a contact → '''Future Appointment'''
| + | == Calendar Setup == |
| | | | |
| − | === Using Setting Up Google Calendars on Mobile === | + | === What is Calendar Setup? === |
| | | | |
| − | # Select any contact and choose '''Future Appointment'''.
| + | Calendar Setup connects CallProof to your calendars so '''Tasks''' and '''Follow-ups''' can sync automatically. |
| − | # When asked “Sync Followups with Google Calendars?”, tap '''YES'''.
| |
| − | # Google asks for login credentials (handled by Google; CallProof cannot see this information).
| |
| − | # On the Google permissions page, review what CallProof is requesting, then tap '''ACCEPT'''.
| |
| − | # Return to CallProof and select the calendar to use.
| |
| − | # Optional: tap '''Add Calendar''' to create a new calendar (for example “Callproof Appointments”), enter a name, then '''Submit'''.
| |
| − | # Select the calendar for Future Appointments and Follow-ups, then '''Submit'''.
| |
| − | # Return to the CallProof app and continue creating the appointment.
| |
| | | | |
| − | === Features include ===
| + | On the mobile app you can link: |
| | + | * '''Google Calendar''' |
| | + | * '''Microsoft Office365 Calendar''' |
| | + | * '''iPhone Calendar''' (device calendar) |
| | | | |
| − | * '''First-time mobile setup''' – Triggered from Future Appointment.
| + | 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. |
| − | * '''Sync prompt''' – “Sync Followups with Google Calendars?”
| |
| − | * '''Google OAuth login''' – Credentials stay on Google’s side.
| |
| − | * '''Permissions / ACCEPT''' – Grants CallProof calendar access.
| |
| − | * '''Choose calendar''' – Pick default or a dedicated CallProof calendar.
| |
| − | * '''Add Calendar''' – Create a new Google calendar from the flow.
| |
| − | * '''Website override''' – If already set up on web, mobile setup is skipped.
| |
| − | * '''Later changes on website''' – Ongoing calendar settings managed on CallProof web.
| |
| − | | |
| − | <div style="clear: both;"></div>
| |
| − | | |
| − | ----
| |
| − | | |
| − | == 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 === | | === How to navigate === |
| | | | |
| − | '''Home''' → '''Tools''' → '''Calendar Setup''' | + | '''[[Mobile Home]]''' → '''[[Settings]]''' → '''Calendar Sync Info''' |
| | + | Opens '''Calendar Setup'''. |
| | | | |
| − | Also available from:
| + | '''Related:''' |
| − | * Follow-ups | + | * '''[[Tasks]]''' → Add / Edit task → optional '''Add to Google Calendar''' / '''Add to Office Calendar''' checkboxes (when Google/Office are enabled) |
| − | * Contacts
| |
| − | * Event Forms
| |
| − | * Funnel
| |
| − | * Dashboard → Appointments/Tasks → Calendar Setup
| |
| | | | |
| − | [[File:CalendarIndex.png|250px|thumb|right|Calendar Setup Menu]]
| + | === Using Calendar Setup === |
| | | | |
| − | === Using Calendar Setup (Website) ===
| + | # Open '''[[Settings]]'''. |
| − | | + | # Tap '''Calendar Sync Info'''. |
| − | # Open '''Calendar Setup'''. | + | # Link '''[[Google Calendar sync|Google]]''', '''[[Microsoft Office Calendar sync|Office365]]''', and/or turn on '''[[iPhone Calendar sync|iPhone Calendar]]'''. |
| − | # Link '''[[Google Calendar]]''' and/or '''[[Microsoft Office Calendar]]'''. | + | # For Google/Office, select which calendar receives CallProof tasks. |
| − | # Select which calendar receives tasks/follow-ups. | + | # Create or edit a task/follow-up in '''[[Tasks]]'''. |
| − | # Save. | + | # When Google/Office are enabled, check '''Add to Google Calendar''' and/or '''Add to Office Calendar''' as needed. |
| − | # Status shows '''Enabled''' when a calendar is selected.
| + | # Save the task — it syncs to the selected calendar(s). |
| − | # Remove or reconnect later if needed. | |
| | | | |
| | === Features include === | | === Features include === |
| | | | |
| − | * '''Google Calendar Setup''' – Link and enable Google sync. | + | * '''[[Calendar Sync Info (Settings)]]''' – Settings row that opens Calendar Setup and shows sync status. |
| − | * '''Office Calendar Setup''' – Link and enable Microsoft Outlook sync. | + | * '''[[Google Calendar sync]]''' – Link Google and choose a calendar for tasks. |
| − | * '''Sending Tasks to Calendar''' – Choose which calendar receives sync. | + | * '''[[Microsoft Office Calendar sync]]''' – Link Office365 and choose a calendar for tasks. |
| − | * '''Add New Calendar''' – Create Google or Office calendars from setup. | + | * '''[[iPhone Calendar sync]]''' – Toggle to sync tasks to the device calendar. |
| − | * '''Enabled status''' – Confirms sync is active after a calendar is selected. | + | * '''[[Select calendar]]''' – Pick which Google/Office calendar receives events. |
| − | * '''Per-user setup''' – Each user connects their own calendars. | + | * '''[[Remove calendar sync]]''' – Delete/unlink Google or Office connection. |
| | + | * '''[[Add task to calendar]]''' – Send a task/follow-up to Google and/or Office when creating or editing. |
| | + | * '''[[Calendar sync notes]]''' – Important limits for this mobile app. |
| | | | |
| | <div style="clear: both;"></div> | | <div style="clear: both;"></div> |
| | | | |
| | ---- | | ---- |
| − |
| |
| − | == Google Calendar ==
| |
| − |
| |
| − | === What is Google Calendar? ===
| |
| − |
| |
| − | Google Calendar setup links your Google account to CallProof so tasks and follow-ups can sync to a selected Google calendar.
| |
| − |
| |
| − | [[File:GoogleCalender.png|300px|thumb|right|Calendar Setup in Google]]
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Calendar Setup (Website)]]''' → '''Google Calendar Setup'''
| |
| − |
| |
| − | === Using Google Calendar ===
| |
| − |
| |
| − | # Navigate to '''Calendar Setup'''.
| |
| − | # Under '''Google Calendar Setup''', click '''Link Calendar'''.
| |
| − | # Sign in with your Google account and grant access.
| |
| − | # Return to Calendar Setup.
| |
| − | # Click the '''Edit''' icon next to '''Sending Tasks to Calendar'''.
| |
| − | # Select the calendar to use for synchronization.
| |
| − | # Click '''Save'''.
| |
| − | # The status changes to '''Enabled''' once a calendar is selected.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Link Calendar''' – Connect Google via OAuth.
| |
| − | * '''Grant access''' – Approve CallProof calendar permissions.
| |
| − | * '''Select sync calendar''' – Choose which Google calendar receives events.
| |
| − | * '''Enabled status''' – Shows when sync is active.
| |
| − | * '''Works with Future Appointments / Follow-ups / Tasks''' – Events can appear on Google Calendar.
| |
| − | * '''[[Create a Google Calendar]]''' – Optional dedicated calendar for CallProof.
| |
| − | * '''[[Remove Google Calendar]]''' – Disconnect when needed.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Create a Google Calendar ==
| |
| − |
| |
| − | === What is Create a Google Calendar? ===
| |
| − |
| |
| − | Create a Google Calendar adds a new calendar (for example a CallProof-only calendar) so CallProof events stay separate from personal or other work calendars.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Calendar Setup (Website)]]''' / mobile setup → '''Add New Calendar''' / '''Add Calendar'''
| |
| − |
| |
| − | === Using Create a Google Calendar ===
| |
| − |
| |
| − | # Click '''Add New Calendar''' (website) or '''Add Calendar''' (mobile setup).
| |
| − | # Enter a calendar name (for example “Callproof Appointments”).
| |
| − | # Click '''Save''' / '''Submit'''.
| |
| − | # Select the newly created calendar for synchronization.
| |
| − | # Save choices.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Add New Calendar''' – Creates a new Google calendar.
| |
| − | * '''Custom name''' – Separate CallProof events from other calendars.
| |
| − | * '''Select after create''' – Choose the new calendar for sync.
| |
| − | * '''Recommended for clarity''' – Keeps CallProof appointments easy to find.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Remove Google Calendar ==
| |
| − |
| |
| − | === What is Remove Google Calendar? ===
| |
| − |
| |
| − | Remove Google Calendar disconnects Google synchronization from CallProof until the account is linked again.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Calendar Setup (Website)]]''' → Google Calendar → '''Delete''' icon
| |
| − |
| |
| − | === Using Remove Google Calendar ===
| |
| − |
| |
| − | # Click the '''Delete''' icon.
| |
| − | # Confirm the removal.
| |
| − | # Google synchronization is disabled until the account is linked again.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Delete connection''' – Removes Google link.
| |
| − | * '''Confirmation''' – Prevents accidental disconnect.
| |
| − | * '''Sync disabled''' – No more Google calendar updates until re-linked.
| |
| − | * '''Re-link anytime''' – Use Link Calendar again to reconnect.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Microsoft Office Calendar ==
| |
| − |
| |
| − | === What is Microsoft Office Calendar? ===
| |
| − |
| |
| − | Microsoft Office Calendar setup links your Microsoft / Outlook account to CallProof so tasks and follow-ups can sync to a selected Office calendar.
| |
| − |
| |
| − | [[File:Office.png|300px|thumb|right|Calendar Setup in Office]]
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Calendar Setup (Website)]]''' → '''Office Calendar Setup'''
| |
| − |
| |
| − | === Using Microsoft Office Calendar ===
| |
| − |
| |
| − | # Under '''Office Calendar Setup''', click '''Link Calendar'''.
| |
| − | # Sign in with your Microsoft account and authorize CallProof.
| |
| − | # Return to Calendar Setup.
| |
| − | # Click the '''Edit''' icon.
| |
| − | # Select the Office calendar for synchronization.
| |
| − | # Click '''Save'''.
| |
| − | # The status changes to '''Enabled'''.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Link Calendar''' – Connect Microsoft Office365 / Outlook via OAuth.
| |
| − | * '''Authorize CallProof''' – Grant calendar access.
| |
| − | * '''Select Office calendar''' – Choose which calendar receives events.
| |
| − | * '''Enabled status''' – Confirms Office sync is active.
| |
| − | * '''[[Create an Office Calendar]]''' – Optional dedicated Office calendar.
| |
| − | * '''[[Remove Office Calendar]]''' – Disconnect when needed.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Create an Office Calendar ==
| |
| − |
| |
| − | === What is Create an Office Calendar? ===
| |
| − |
| |
| − | Create an Office Calendar adds a new Microsoft/Outlook calendar for CallProof synchronization.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Calendar Setup (Website)]]''' → Office Calendar Setup → '''Add New Calendar'''
| |
| − |
| |
| − | === Using Create an Office Calendar ===
| |
| − |
| |
| − | # Click '''Add New Calendar'''.
| |
| − | # Enter a calendar name.
| |
| − | # Click '''Save'''.
| |
| − | # Select the new calendar after it becomes available.
| |
| − | # Save synchronization settings.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Add New Calendar''' – Creates an Office calendar.
| |
| − | * '''Custom name''' – Keep CallProof events separate.
| |
| − | * '''Select after available''' – Choose the new calendar once it appears.
| |
| − | * '''Enabled after selection''' – Sync turns on when a calendar is chosen.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Remove Office Calendar ==
| |
| − |
| |
| − | === What is Remove Office Calendar? ===
| |
| − |
| |
| − | Remove Office Calendar disconnects Microsoft Office synchronization until the account is linked again.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Calendar Setup (Website)]]''' → Office Calendar → '''Delete''' icon
| |
| − |
| |
| − | === Using Remove Office Calendar ===
| |
| − |
| |
| − | # Click the '''Delete''' icon.
| |
| − | # Confirm the removal.
| |
| − | # Office synchronization is disabled until the account is linked again.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Delete connection''' – Removes Office link.
| |
| − | * '''Confirmation''' – Prevents accidental disconnect.
| |
| − | * '''Sync disabled''' – No Office calendar updates until re-linked.
| |
| − | * '''Re-link anytime''' – Use Link Calendar again to reconnect.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Future Appointment on Mobile ==
| |
| − |
| |
| − | === What is Future Appointment on Mobile? ===
| |
| − |
| |
| − | Future Appointment lets you schedule an upcoming appointment from a contact on the mobile app and send it to the selected Google (or connected) calendar.
| |
| − |
| |
| − | [[File:Accounts_menu.png|200px|thumb|right|Accounts Menu]]
| |
| − | [[File:app_Appointmentstartscreen.png|200px|thumb|right|CallProof Mobile App Start Appointment Page]]
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Accounts]]''' → select contact → '''Future Appointment'''
| |
| − |
| |
| − | === Using Future Appointment on Mobile ===
| |
| − |
| |
| − | # Select a contact.
| |
| − | # From the contact menu, choose '''Future Appointment'''.
| |
| − | # If prompted for Google Calendar sync the first time, complete '''[[Setting Up Google Calendars on Mobile]]'''.
| |
| − | # Configure the future appointment (date, time, details for the calendar entry).
| |
| − | # To add an invitee, enter their email and tap Add. When it appears in a square under the input, they are added.
| |
| − | # Set meeting notifications (method and how far in advance). Tap the green '''+''' to add more reminders.
| |
| − | # Tap '''Submit'''. The calendar entry is saved to the selected calendar.
| |
| − | # To review later: Follow-ups → Appt History → '''Future''' (shows future appointments).
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Future Appointment from contact''' – Schedule from Accounts menu.
| |
| − | * '''Calendar sync on submit''' – Saves entry to the selected calendar.
| |
| − | * '''Invitees''' – Add guest emails to the calendar entry.
| |
| − | * '''Invitee email limitation''' – CallProof can add invitees to your calendar entry; to email invitees, open Google Calendar on a PC, select the event, and email invitees from there.
| |
| − | * '''SMS / email reminders''' – Choose reminder method and timing.
| |
| − | * '''Multiple reminders''' – Add more with the green + control.
| |
| − | * '''Appt History → Future''' – View all future appointments quickly.
| |
| − | * '''First-time Google setup''' – May launch calendar linking if not configured yet.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Calendar sync notes ==
| |
| − |
| |
| − | === What are Calendar sync notes? ===
| |
| − |
| |
| − | Important rules and limits for CallProof calendar integration.
| |
| − |
| |
| − | === Notes ===
| |
| − |
| |
| − | * Calendar connections are configured separately for each user.
| |
| − | * Synchronization applies to Follow-ups and Tasks only (plus Future Appointments sent to calendar).
| |
| − | * A calendar must be selected before synchronization is enabled.
| |
| − | * If authentication expires, reconnect the calendar account.
| |
| − | * Both Google and Microsoft use OAuth authentication.
| |
| − | * CallProof cannot see Google/Microsoft login credentials during OAuth.
| |
| − | * After first mobile setup, ongoing calendar setting changes are typically done on the website.
| |
| − | * If calendars were set up on the website first, the mobile first-time Google setup flow will not appear.
| |
| − | * Feature is in '''beta''' — report issues to '''[[Support]]'''.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
