Difference between revisions of "Google Calendar Integration"

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Path: [[Callproof Support]] - [[Google Calendar Integration]]
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Path: [[Callproof Support]] > [[Google Calendar Integration]]
  
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== Beta Notice ==
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[[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_googleAccessscreen.png|100px|thumb|right|CallProof Mobile App Google Access 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]]
  
−
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.
+
== Google Calendar Integration ==
  
 +
=== Beta Notice ===
  
−
==  What is Google Calendar Integration? ==
+
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.
  
−
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.
+
=== 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.
  
−
==  Setting Up Google Calendars on Mobile ==
+
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.
  
−
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.
+
=== How to navigate ===
  
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To begin configuring Google Calendar from the mobile app, select any contact and choose "Future Appointment".
+
'''Mobile:'''
 +
* '''[[Accounts]]''' → contact → '''Future Appointment''' (first-time Google setup may start here)
 +
* '''[[Settings]]''' → Calendar Sync / Calendar Setup (when available)
  
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A pop up with ask "Sync Followups with Google Calendars?"  Select YES.
+
'''Website:'''
 +
* '''Home''' → '''Tools''' → '''Calendar Setup'''
 +
* Also from Follow-ups, Contacts, Event Forms, Funnel
 +
* Dashboard → Appointments/Tasks → Calendar Setup
  
 +
=== Using Google Calendar Integration ===
  
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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.
+
# 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 ===
  
−
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.  
+
* '''[[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>
  
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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. 
+
----
  
 +
== Setting Up Google Calendars on Mobile ==
  
−
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.
+
=== What is Setting Up Google Calendars on Mobile? ===
  
−
Now, Callproof will once again what calendars to use. Select the calendar to use for Future Appointments and Followups. Click submit to save choices.
+
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.
  
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Once these steps are completed, user will return to the Callproof app.
+
=== How to navigate ===
  
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==  Setting Up Google Calendars on the Callproof Website ==
+
'''[[Accounts]]''' → select a contact → '''Future Appointment'''
−
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
 
  
 +
=== Using Setting Up Google Calendars on Mobile ===
  
−
'''Navigation:''' '''Home''' &rarr; '''Tools''' &rarr; '''Calendar Setup'''
+
# Select any contact and choose '''Future Appointment'''.
 +
# 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 ===
 +
 
 +
* '''First-time mobile setup''' – Triggered from Future Appointment.
 +
* '''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 ===
 +
 
 +
'''Home''' → '''Tools''' → '''Calendar Setup'''
  
 
Also available from:
 
Also available from:
−
 
 
* Follow-ups
 
* Follow-ups
 
* Contacts
 
* Contacts
 
* Event Forms
 
* Event Forms
 
* Funnel
 
* Funnel
−
<div style="clear:both;"></div>
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* Dashboard → Appointments/Tasks → Calendar Setup
 +
 
 +
[[File:CalendarIndex.png|250px|thumb|right|Calendar Setup Menu]]
 +
 
 +
=== Using Calendar Setup (Website) ===
 +
 
 +
# Open '''Calendar Setup'''.
 +
# Link '''[[Google Calendar]]''' and/or '''[[Microsoft Office Calendar]]'''.
 +
# Select which calendar receives tasks/follow-ups.
 +
# Save.
 +
# Status shows '''Enabled''' when a calendar is selected.
 +
# Remove or reconnect later if needed.
 +
 
 +
=== Features include ===
 +
 
 +
* '''Google Calendar Setup''' – Link and enable Google sync.
 +
* '''Office Calendar Setup''' – Link and enable Microsoft Outlook sync.
 +
* '''Sending Tasks to Calendar''' – Choose which calendar receives sync.
 +
* '''Add New Calendar''' – Create Google or Office calendars from setup.
 +
* '''Enabled status''' – Confirms sync is active after a calendar is selected.
 +
* '''Per-user setup''' – Each user connects their own calendars.
 +
 
 +
<div style="clear: both;"></div>
 +
 
 +
----
  
 
== Google Calendar ==
 
== 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'''.
 
# Navigate to '''Calendar Setup'''.
Line 63: Line 161:
 
# The status changes to '''Enabled''' once a calendar is selected.
 
# The status changes to '''Enabled''' once a calendar is selected.
  
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==== Create a Google Calendar ====
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=== Features include ===
  
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# Click '''Add New Calendar'''.
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* '''Link Calendar''' – Connect Google via OAuth.
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# Enter a calendar name.
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* '''Grant access''' – Approve CallProof calendar permissions.
−
# Click '''Save'''.
+
* '''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.
 
# 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.
  
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<div style="clear:both;"></div>
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<div style="clear: both;"></div>
 +
 
 +
----
  
 
== Remove Google Calendar ==
 
== 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.
 
# Click the '''Delete''' icon.
 
# Confirm the removal.
 
# Confirm the removal.
 
# Google synchronization is disabled until the account is linked again.
 
# 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 ==
 
== 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'''.
 
# Under '''Office Calendar Setup''', click '''Link Calendar'''.
Line 88: Line 253:
 
# The status changes to '''Enabled'''.
 
# The status changes to '''Enabled'''.
  
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==== Create an Office Calendar ====
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=== 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'''.
 
# Click '''Add New Calendar'''.
Line 94: Line 282:
 
# Click '''Save'''.
 
# Click '''Save'''.
 
# Select the new calendar after it becomes available.
 
# Select the new calendar after it becomes available.
−
<div style="clear:both;"></div>
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# 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 ==
 
== 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.
 
# Click the '''Delete''' icon.
Line 102: Line 311:
 
# Office synchronization is disabled until the account is linked again.
 
# Office synchronization is disabled until the account is linked again.
  
−
=== Notes ===
+
=== 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'''
  
−
* Calendar connections are configured separately for each user.
+
=== Using Future Appointment on Mobile ===
−
* 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 ==
+
# 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).
  
−
To add a Future Appointment to Callproof and send it to a Google Calendar, select a contact.  From the contact menu, select Future Appointment.
+
=== 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.
  
−
Configure the future appointment as needed.  Include any information needed in the calendar entry.
+
<div style="clear: both;"></div>
  
−
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.
+
== Calendar sync notes ==
  
 +
=== What are Calendar sync notes? ===
  
 +
Important rules and limits for CallProof calendar integration.
  
−
After clicking Submit, the calendar entry will be saved to the selected calendar.  
+
=== 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]]'''.
  
−
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.
+
<div style="clear: both;"></div>

Revision as of 07:29, 25 July 2026

Path: Callproof Support > Google Calendar Integration

CallProof Mobile App Calendar Sign-in Page
CallProof Mobile App Google Sign-in Page
CallProof Mobile App Google Access Page
CallProof Mobile App Calendar Page
Calendar Setup Menu
Calendar Setup in Google
Calendar Setup in Office
Accounts Menu
CallProof Mobile App Start Appointment Page

Contents

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

  1. Complete first-time setup on mobile or website.
  2. Link Google Calendar and/or Microsoft Office Calendar.
  3. Select which calendar receives CallProof events.
  4. Create a Future Appointment (or task/follow-up).
  5. Confirm the event appears in the selected Google/Office calendar.
  6. Manage reminders, guests, and invitees as needed.
  7. Remove or reconnect calendars if authentication expires.

Features include

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

Using Setting Up Google Calendars on Mobile

  1. Select any contact and choose Future Appointment.
  2. When asked “Sync Followups with Google Calendars?”, tap YES.
  3. Google asks for login credentials (handled by Google; CallProof cannot see this information).
  4. On the Google permissions page, review what CallProof is requesting, then tap ACCEPT.
  5. Return to CallProof and select the calendar to use.
  6. Optional: tap Add Calendar to create a new calendar (for example “Callproof Appointments”), enter a name, then Submit.
  7. Select the calendar for Future Appointments and Follow-ups, then Submit.
  8. Return to the CallProof app and continue creating the appointment.

Features include

  • First-time mobile setup – Triggered from Future Appointment.
  • 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.

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

Home → Tools → Calendar Setup

Also available from:

  • Follow-ups
  • Contacts
  • Event Forms
  • Funnel
  • Dashboard → Appointments/Tasks → Calendar Setup
Calendar Setup Menu

Using Calendar Setup (Website)

  1. Open Calendar Setup.
  2. Link Google Calendar and/or Microsoft Office Calendar.
  3. Select which calendar receives tasks/follow-ups.
  4. Save.
  5. Status shows Enabled when a calendar is selected.
  6. Remove or reconnect later if needed.

Features include

  • Google Calendar Setup – Link and enable Google sync.
  • Office Calendar Setup – Link and enable Microsoft Outlook sync.
  • Sending Tasks to Calendar – Choose which calendar receives sync.
  • Add New Calendar – Create Google or Office calendars from setup.
  • Enabled status – Confirms sync is active after a calendar is selected.
  • Per-user setup – Each user connects their own calendars.

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.

Calendar Setup in Google

How to navigate

Calendar Setup (Website) → Google Calendar Setup

Using Google Calendar

  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.

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.

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

  1. Click Add New Calendar (website) or Add Calendar (mobile setup).
  2. Enter a calendar name (for example “Callproof Appointments”).
  3. Click Save / Submit.
  4. Select the newly created calendar for synchronization.
  5. 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.

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

  1. Click the Delete icon.
  2. Confirm the removal.
  3. 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.

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.

Calendar Setup in Office

How to navigate

Calendar Setup (Website) → Office Calendar Setup

Using Microsoft Office Calendar

  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.

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.

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

  1. Click Add New Calendar.
  2. Enter a calendar name.
  3. Click Save.
  4. Select the new calendar after it becomes available.
  5. 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.

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

  1. Click the Delete icon.
  2. Confirm the removal.
  3. 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.

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.

Accounts Menu
CallProof Mobile App Start Appointment Page

How to navigate

Accounts → select contact → Future Appointment

Using Future Appointment on Mobile

  1. Select a contact.
  2. From the contact menu, choose Future Appointment.
  3. If prompted for Google Calendar sync the first time, complete Setting Up Google Calendars on Mobile.
  4. Configure the future appointment (date, time, details for the calendar entry).
  5. To add an invitee, enter their email and tap Add. When it appears in a square under the input, they are added.
  6. Set meeting notifications (method and how far in advance). Tap the green + to add more reminders.
  7. Tap Submit. The calendar entry is saved to the selected calendar.
  8. 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.

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.
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