Calendar Sync Options

Modified on Mon, 05 Dec 2022 at 06:50 AM

There are different options for syncing your external Outlook/Google calendar and the calendar in your system. It is important to understand these options, to ensure you choose the best option for your business.

Step 1: Access the Calendar Settings

  • In Calendars, navigate to Calendar Settings in the top bar.
    • Or while in Settings, navigate to Calendars in the left-side bar.
  • Click ‘Create Calendar’ to create a new calendar or edit existing calendars by clicking on … .

NOTE: Syncing is only available with Event Booking calendars. 

Step 2: Choose the Sync Option that's right for you. When creating or editing a calendar, you’ll scroll down on the "Team & Event Setup" tab to find ‘Sync Option.’ Choose between One way, Two way, or Disable Trigger. The options are described below:

  • One-way sync: The calendar events from your Google calendar will show in grey. Appointments on your account’s calendar will sync to the Google calendar and the system will block off time when there are events on the Google calendar. Individuals invited in Google events will not be added to your system as contacts. This option is recommended for most situations.
  • Two-way sync: All calendar events from the Google calendar will appear in your account calendar with a color. Your system will determine who is invited in the Google event and create a contact record for them. The system will include these contacts in any triggers associated with the calendar.
  • Disable Trigger: All event contacts from the Google Calendar will be pulled into the system as new contacts. No triggers associated with the system calendar will fire.

NOTE: See below for the color key for events on a Two-way sync calendar. You can access it by clicking on the tiny blue-circled question mark next to the calendar dropdown. 

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