Difference between revisions of "Google Calendar Integration"
Ashley DeBon (talk | contribs) (→Beta Notice) |
Ashley DeBon (talk | contribs) (→Features include) |
||
| Line 47: | Line 47: | ||
* '''[[Create an Office Calendar]]''' – Add a new Office calendar for CallProof events. | * '''[[Create an Office Calendar]]''' – Add a new Office calendar for CallProof events. | ||
* '''[[Remove Office Calendar]]''' – Disconnect Office sync. | * '''[[Remove Office Calendar]]''' – Disconnect Office sync. | ||
| − | |||
* '''[[Calendar sync notes]]''' – Important rules and limitations. | * '''[[Calendar sync notes]]''' – Important rules and limitations. | ||
Revision as of 07:47, 25 July 2026
Path: Callproof Support > Google Calendar Integration
Contents
Google Calendar Integration
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.
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 mobile or website.
- Link Google Calendar and/or Microsoft Office Calendar.
- Select which calendar receives CallProof events.
- Create a 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.
- Calendar sync notes – Important rules and limitations.
