The software allows you to push your leads and shifts to Google calendar, which makes it easy to view event and shift details from smartphones and desktop calendars
Entering Google Credentials
You must enter your Google login information for the software to manage your calendar. We must also know what calendar to publish to. We highly recommend that you create a new calendar specifically for linking with the software. It is not necessary to create an additional Google account. Simply create a new calendar from within your account. Doing this will allow you to do a couple things: 1) Delete the calendar in Google and start over if you make a mistake with the sync. 2) You should be sharing the calendar via Google's sharing tools instead of giving people the Google login as it's far more secure. Should someone be removed from your organization, you don't have to change the login. You just remove the share from them.
After the calendar is created in Google, here in the settings you'll click to Add Sync. Then click Grant Permission to grant the software the ability to create/edit events in your Google
the software will push additions, updates, and deletions to Google every 15 minutes. If you decide you want to discontinue using this feature, click the remove events button, but do not delete your Google credentials until you verify all leads have been removed.
All workers are able to setup a link to push their shifts to their own Google calendar. This is done in the account details section of the workers account within the workers site. In every way, this link behaves the same as linking events described above. The difference is that instead of posting information about a lead, it posts the workers shift information.
A workers Account Details page allows them to link their Google Calendar
Task Reminders (Requires the CRM)
Tasks can be automatically added to your google calendar.
Simply set the Entry Start/End Time to Task Start and Task End. If the calendar option is disabled for you, this is not fully set up yet in your account correctly.
Then, when creating tasks, it must have a Remind At date and time, it must be associated with a Lead, and you have to check the Calendar box.
Suggested Google calendar template:
title: (%todo_assignedto%) %todo_task% w/%organization_force%
%eventstreet% %eventcity%, %eventstate% %eventzip%