In the Connections section of the Calendars tab you can manage calendar integrations with Google, Outlook, iCloud and Calendly calendars, Zoom, Stripe, and Local Service Ads. Using these connections allow for a more seamless flow when scheduling appointments and utilising virtual meetings via Zoom and payments via Stripe. Connecting your Google, Outlook iCloud or Calendly calendars allows you to sync your personal calendar to check for open booking slots for customers.
To connect your calendar account, follow these simple steps:
Navigate to 'Calendars' > 'Calendar Settings' > 'Connections.'
Click on 'Add New.'
Choose your calendar type and click 'Connect.'
Complete the authentication process by signing into your calendar account and granting the necessary access.
Once your calendar account is successfully connected, select the calendars from which you want to import events.
Give consent to import your events by checking the consent box and clicking 'Save.'
Your integration is now set up and ready to use.
Selecting Main Integration Calendar
Once you have a calendar connected, you can choose the primary calendar from the dropdown menu in My Connections under Main Integration Calendar.
Events created on a system calendar that you are a part of will also be added to this integrated calendar
Calendars
Here you can view the calendars you have connected to your CRM such as google calendar, and Microsoft Calendar.
Connect Tab
Connect tab allows you to connect your google account with the CRM in case you haven't connected it already, or you would like to connect an additional account. After clicking on the "Connect" tab, you will be taken to an integration settings page to complete the process.
Conferencing
Here you can view and manage conferencing settings for your calendar.
Connect Tab
Clicking this button will open a pop-up for you to sign in to your zoom account. Once signed in, you will see your zoom account linked here.
Account Connections
In Account Connections, you will be able to integrate your Stripe account and Local Service Ads account if you have these. Stripe will allow you to collect payments while Local Service Ads will allow you to connect your ad account to your calendar.
Payment Options
To connect your stripe account with your CRM, you will need to click on the stripe payment option.
Connect Stripe
Upon clicking the stripe option, you can click on the connect tab. you will be taken to the integration settings page of the CRM to complete the next steps.
Local Service Ads
In order to connect your Local Service Ads account, you will need to complete the integration process. Click on the connect tab to go to the integration menu where you can complete the necessary steps.