Google Calendar Integration

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Path: Callproof Support > Mobile App > Calendar Setup

CallProof Mobile App Calendar Setup
CallProof Mobile App Google Sign-in
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

Calendar Sync Info (Settings)

What is Calendar Sync Info?

Calendar Sync Info is the Settings row that opens Calendar Setup and shows whether calendars are connected (for example Google, Office365, Apple).

How to navigate

Mobile Home → Settings → Calendar Sync Info

Using Calendar Sync Info

  1. Open Settings.
  2. Find Calendar Sync Info.
  3. Check the status text (for example Google, Office365, or Off).
  4. Tap the row to open Calendar Setup.
  5. Link or remove calendars as needed.

Features include

  • Settings entry point – Opens Calendar Setup.
  • Status display – Shows connected calendar type(s).
  • Per-user setup – Each user configures their own sync.

Google Calendar sync

What is Google Calendar sync?

Google Calendar sync links your Google account so CallProof can send Tasks/Follow-ups to a selected Google calendar.

How to navigate

Settings → Calendar Sync Info → Calendar Setup → Google Calendar

Using Google Calendar sync

  1. Open Calendar Setup.
  2. Under Google Calendar, tap Sync Task with Google Calendar.
  3. Sign in with Google and grant access (OAuth; credentials stay with Google).
  4. Return to Calendar Setup.
  5. When linked, choose a calendar from the list (Please choose Calendar).
  6. Create/edit a task and use Add to Google Calendar when shown.
  7. To disconnect, use delete/unlink and confirm.

Features include

  • Sync Task with Google Calendar – Link button on Calendar Setup.
  • Google OAuth sign-in – Secure Google login for calendar access.
  • Enabled state – Shows when Google is linked.
  • Select calendar – Choose which Google calendar receives tasks.
  • None option – Can clear selection with “None.”
  • Remove calendar sync – Delete Google connection.
  • Task checkbox – “Add to Google Calendar” on Add/Edit Task when enabled.

Microsoft Office Calendar sync

What is Microsoft Office Calendar sync?

Microsoft Office365 Calendar sync links your Microsoft account so CallProof can send Tasks/Follow-ups to a selected Office calendar.

How to navigate

Settings → Calendar Sync Info → Calendar Setup → Microsoft Office365 Calendar

Using Microsoft Office Calendar sync

  1. Open Calendar Setup.
  2. Under Microsoft Office365 Calendar, tap Sync Task with Office Calendar.
  3. Sign in with Microsoft and authorize CallProof.
  4. Return to Calendar Setup.
  5. Select the Office calendar to use.
  6. Create/edit a task and use Add to Office Calendar when shown.
  7. To disconnect, delete/unlink and confirm.

Features include

  • Sync Task with Office Calendar – Link button on Calendar Setup.
  • Microsoft OAuth sign-in – Secure Office365 login.
  • Enabled state – Shows when Office is linked.
  • Select calendar – Choose which Office calendar receives tasks.
  • None option – Can clear selection with “None.”
  • Remove calendar sync – Delete Office connection.
  • Task checkbox – “Add to Office Calendar” on Add/Edit Task when enabled.

iPhone Calendar sync

What is iPhone Calendar sync?

iPhone Calendar sync sends CallProof Tasks/Follow-ups to the device’s built-in Calendar app when the toggle is on.

How to navigate

Settings → Calendar Sync Info → Calendar Setup → Sync Task on iPhone Calendar

Using iPhone Calendar sync

  1. Open Calendar Setup.
  2. Find Sync Task on iPhone Calendar.
  3. Turn the switch On.
  4. Allow Calendar permission if prompted.
  5. Create or edit a task/follow-up — CallProof can save it to the iPhone calendar.
  6. When a task is deleted, the related iPhone calendar event can also be removed.
  7. Turn the switch Off to stop device calendar sync.

Features include

  • On/off switch – Enable or disable iPhone calendar sync.
  • Device calendar events – Uses EventKit to write local calendar items.
  • Auto on task save – Saves to iPhone calendar when the switch is on.
  • Delete cleanup – Can remove the calendar event when the task is deleted.
  • Independent of Google/Office – Works even if cloud calendars are not linked.
  • Settings status – Reflected in Calendar Sync Info status when enabled.

Select calendar

What is Select calendar?

After Google or Office is linked, Select calendar lets you choose which calendar receives CallProof tasks.

How to navigate

Calendar Setup → Google or Office section → calendar picker (when logged in)

Using Select calendar

  1. Link Google or Office first.
  2. Tap the calendar field (shows “Please choose Calendar” when setup is needed).
  3. Pick a calendar from the list, or choose None.
  4. CallProof saves the selection.
  5. New synced tasks go to that calendar.

Features include

  • Calendar list popup – Single-select list of available calendars.
  • None – Clears the selected calendar.
  • Saved selection – Stored as the active sync calendar.
  • Required for useful sync – Link alone is not enough; pick a calendar.
  • Empty state – “No Calendar setup yet” before linking.

Remove calendar sync

What is Remove calendar sync?

Remove calendar sync unlinks Google or Office from CallProof on this user until linked again.

How to navigate

Calendar Setup → Google or Office → delete / unlink

Using Remove calendar sync

  1. Open Calendar Setup.
  2. Tap delete/unlink for Google or Office.
  3. Confirm “Do you want delete the selected calendar”.
  4. Sync for that provider is removed.
  5. Link again later if needed.

Features include

  • Delete confirmation – Prevents accidental unlink.
  • Google unlink – Removes Google calendar connection.
  • Office unlink – Removes Office365 calendar connection.
  • iPhone toggle separate – Turn off the iPhone switch separately; it is not the same as Google/Office delete.
  • Re-link supported – Use Sync buttons again to reconnect.

Add task to calendar

What is Add task to calendar?

When Google and/or Office sync is enabled, Add/Edit Task shows checkboxes to send that task/follow-up to the linked calendar(s). iPhone sync can also write the task to the device calendar when its switch is on.

How to navigate

Tasks → Add / Edit task (Checkboxes appear only when Google/Office are enabled for the user)

Using Add task to calendar

  1. Complete Calendar Setup first.
  2. Open Add or Edit Task/Follow-up.
  3. If Google is enabled, check Add to Google Calendar (optional).
  4. If Office is enabled, check Add to Office Calendar (optional).
  5. Save the task.
  6. If Sync Task on iPhone Calendar is on, CallProof can also save to the iPhone calendar.
  7. Edit or delete the task later as needed; iPhone events can update/remove with the task.

Features include

  • Add to Google Calendar – Checkbox on task form when Google is enabled.
  • Add to Office Calendar – Checkbox on task form when Office is enabled.
  • Per-task choice – Decide for each task whether to sync to cloud calendars.
  • iPhone auto sync – Controlled by the Calendar Setup switch.
  • Works on create and edit – Task save can push calendar updates.
  • No Future Appointment menu – This mobile app syncs via Tasks/Follow-ups, not a “Future Appointment” contact menu item.

Calendar sync notes

Notes (from this mobile app)

  • Open setup from Settings → Calendar Sync Info → Calendar Setup.
  • Supported providers in-app: Google, Microsoft Office365, and iPhone Calendar.
  • Cloud sync targets Tasks / Follow-ups (not a separate “Future Appointment” screen in this app).
  • Google/Office use OAuth; CallProof does not see your Google/Microsoft passwords.
  • After linking Google/Office, select a calendar (or None).
  • Task form checkboxes appear only when that provider is enabled.
  • iPhone sync is a local toggle (`Sync Task on iPhone Calendar`).
  • Calendar Sync Info status can show Google, Office365, and/or Apple when connected.
  • If authentication expires, unlink and link the calendar again.
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