Calendars
Created by: Emma Johnston
Last Updated: July 18, 2024
Connected Calendars
Each team member will need to configure their calendar. They need to be logged into their own account to do this.
CONNECTED CALENDARS
You can connect Google, Outlook or iCloud calendars.
1. You can access this by either going to Settings > My Profile > Calendar Settings or Settings > Calendars > Connections.
2. Next, select the Calendars tab and click + Add New.
CONNECT GOOGLE CALENDAR
1. Click on Connect next to Google Calendar. This will then jump you to another window.
2. On the Google account, click on Add another account and follow the instructions to enable access for Lead Connector.
CONNECT OUTLOOK CALENDAR
1. Click on Connect next to Outlook Calendar.
2. In the pop-up window, log in to Microsoft and follow the instructions to enable access for Lead Connector.
CONNECT ICLOUD CALENDAR
1. Click on Connect next to iCloud Calendar.
2. In the pop-up window, enter your Apple ID and password. Click Connect to continue.
DISCONNECT CALENDARS
To disconnect any of your connected calendars, click on the trashcan icon.
Linked and Conflict Calendars
LINKED CALENDAR
Once you have connected your calendars, you will need to choose which calendar your appointments are saved to.
1. Click on either Settings > My Profile or on Settings > Calendars > Connections.
2. Scroll down to Calendar Configuration section.
3. Next to Linked Calendar, click on Add.
4. Choose your calendar from the list of connected calendars and press Save to finish.
CONFLICT CALENDARS
You can then select which other calendars you want the system to check when establishing your availability. For example, your linked calendar might be your work calendar, but you might also want the system to check your personal calendar and family calendar.
1. Click on Settings > My Profile or on to Settings > Calendars > Connections).
2. Scroll down to Calendar Configuration section.
3. Next to Conflict Calendars, click on Edit.
4. Select the additional calendars from the list and press Save.
TWO WAY CALENDARS
By default, when you add a linked calendar, it will be set as one-way sync. Appointments added directly to your calendar will not interactive with the system (and will only be viewed as blocked slots).
If you want to want to turn on two-way sync, click on Advanced Settings and enable this option (choosing which system calendar you wan to assign the created appointments to). If you add an appointment directly to your calendar and invite a guest, this will create a content and link the calendar to a system appointment and relevant workflow.
Connect Zoom
CONNECT ZOOM
The Zoom Integration feature allows you to generate unique meeting links for appointments within the Team Calendar section of your system.
1. Click on Settings > My Profile and scroll down to Calendar Settings (or go to Settings > Calendars > Connections).
2. Select the Video Conferencing tab and click + Add New.
3. Click on Connect next to Zoom.
4. In the pop-up window, log in to Zoom and follow the instructions to enable access for Lead Connector.
DISCONNECT ZOOM
To disconnect Zoom, click on the trashcan icon.
User Availability
SET USER AVAILABILITY
You can set the the general times that you are available. You can set specific times for an individual calendar in calendar settings. The availability set in a user's profile will override times set in a calendar.
1. Click on Settings > Calendar > Availability and go to the My Availability section.
2. Check/update your Time Zone. By default, this will be the same as the time zone in Settings > Business Info.
3. Update the Available Hours. Select the days you are available and customize your available times. To add multiple blocks of hours, click + hours.
5. Click Save Availability to save the changes.
Note that both user hours and calendar office hours need to available for appointments to display. Click here for more information of setting up office hours for an individual calendar.
Location Preferences
SET LOCATION PREFERENCES
1. Click on Settings > Calendar > Preferences and go to the My Preferences section.
2. Select a preferred meeting location and press Save Preferences.
If you have any questions or need support, you can chat with us clicking on the blue dot in the bottom right corner of the software or email us at [email protected].
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