Difference between revisions of "Google Calendar Integration"

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Path: [[Callproof Support]] > [[Google Calendar Integration]]
 
  
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[[File:app_calendarsigninscreen.png|100px|thumb|right|CallProof Mobile App Calendar Sign-in Page]]
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[[File:app_googleflowscreen.png|100px|thumb|right|CallProof Mobile App Google Sign-in Page]]
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[[File:app_calendarsigninscreen.png|100px|thumb|right|CallProof Mobile App Calendar Setup]]
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[[File:app_googleAccessscreen.png|100px|thumb|right|CallProof Mobile App Google Access Page]]
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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]]
 
[[File:app_Calendarscreen.png|100px|thumb|right|CallProof Mobile App Calendar Page]]
 
[[File:app_Calendarscreen.png|100px|thumb|right|CallProof Mobile App Calendar Page]]
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[[File:CalendarIndex.png|250px|thumb|right|Calendar Setup Menu]]
 
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[[File:GoogleCalender.png|300px|thumb|right|Calendar Setup in Google]]
 
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[[File:Office.png|300px|thumb|right|Calendar Setup in Office]]
 
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[[File:Accounts_menu.png|200px|thumb|right|Accounts Menu]]
 
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[[File:app_Appointmentstartscreen.png|200px|thumb|right|CallProof Mobile App Start Appointment Page]]
 
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== Google Calendar Integration ==
 
  
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=== Beta Notice ===
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== Calendar Setup ==
  
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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.
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=== What is Calendar Setup? ===
  
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=== What is Google Calendar Integration? ===
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Calendar Setup connects CallProof to your calendars so '''Tasks''' and '''Follow-ups''' can sync automatically.
  
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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.
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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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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.
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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.
  
 
=== How to navigate ===
 
=== How to navigate ===
  
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'''Mobile:'''
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'''[[Mobile Home]]''' → '''[[Settings]]''' → '''Calendar Sync Info'''
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* '''[[Accounts]]''' → contact → '''Future Appointment''' (first-time Google setup may start here)
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Opens '''Calendar Setup'''.
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* '''[[Settings]]''' → Calendar Sync / Calendar Setup (when available)
 
  
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'''Website:'''
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'''Related:'''
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* '''Home''' → '''Tools''' → '''Calendar Setup'''
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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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* Also from Follow-ups, Contacts, Event Forms, Funnel
 
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* Dashboard → Appointments/Tasks → Calendar Setup
 
  
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=== Using Google Calendar Integration ===
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=== Using Calendar Setup ===
  
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# Complete first-time setup on '''[[Setting Up Google Calendars on Mobile|mobile]]''' or '''[[Calendar Setup (Website)|website]]'''.
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# Open '''[[Settings]]'''.
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# Link '''[[Google Calendar]]''' and/or '''[[Microsoft Office Calendar]]'''.
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# Tap '''Calendar Sync Info'''.
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# Select which calendar receives CallProof events.
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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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# Create a '''[[Future Appointment on Mobile|Future Appointment]]''' (or task/follow-up).
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# For Google/Office, select which calendar receives CallProof tasks.
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# Confirm the event appears in the selected Google/Office calendar.
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# Create or edit a task/follow-up in '''[[Tasks]]'''.
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# Manage reminders, guests, and invitees as needed.
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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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# Remove or reconnect calendars if authentication expires.
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# Save the task — it syncs to the selected calendar(s).
  
 
=== Features include ===
 
=== Features include ===
  
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* '''[[Setting Up Google Calendars on Mobile]]''' – First-time Google sync from Future Appointment on the app.
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* '''[[Calendar Sync Info (Settings)]]''' – Settings row that opens Calendar Setup and shows sync status.
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* '''[[Calendar Setup (Website)]]''' – Connect Google and/or Office calendars from the web.
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* '''[[Google Calendar sync]]''' – Link Google and choose a calendar for tasks.
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* '''[[Google Calendar]]''' – Link, select, and enable Google sync.
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* '''[[Microsoft Office Calendar sync]]''' – Link Office365 and choose a calendar for tasks.
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* '''[[Create a Google Calendar]]''' – Add a new Google calendar for CallProof events.
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* '''[[iPhone Calendar sync]]''' – Toggle to sync tasks to the device calendar.
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* '''[[Remove Google Calendar]]''' – Disconnect Google sync.
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* '''[[Select calendar]]''' – Pick which Google/Office calendar receives events.
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* '''[[Microsoft Office Calendar]]''' – Link, select, and enable Office/Outlook sync.
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* '''[[Remove calendar sync]]''' – Delete/unlink Google or Office connection.
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* '''[[Create an Office Calendar]]''' – Add a new Office calendar for CallProof events.
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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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* '''[[Remove Office Calendar]]''' – Disconnect Office sync.
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* '''[[Calendar sync notes]]''' – Important limits for this mobile app.
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* '''[[Future Appointment on Mobile]]''' – Create a future appointment and send it to the calendar.
 
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* '''[[Calendar sync notes]]''' – Important rules and limitations.
 
  
 
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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

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