Calendar

Angela L. shared this question 3 months ago
Answered

I am seeing events on my google calendar that aren't Confirmed, but just "Contracted."

Last year, I thought I had it setup so it only hit the calendar when a deposit was received AND the contract was signed - at which time, only THEN it went into Confirmed status and that's when it hit the calendar. Did something change?

Comments (5)

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Go to settings>Google calendar and check your sync settings. In the restriction section you may have your filter set up wrong.

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I don't have any restrictions/filters.

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That may be why they're all showing in Google. Create a filter of the leads you want in Google and put it there.

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I don't know how to do that. I could have sworn last year that the only thing that showed up on my calendar was a "Confirmed" Lead - which only happened when a deposit was paid AND the contract was signed. Now it's showing anything that is "Contracted" or "Confirmed" - thoughts?

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Good morning, if you go to your Settings-->Lead Statuses, you have your contracted status set to show on the calendar.

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Thank you! Any idea how that got checked if it wasn't like that before? Was there a software update?

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You are very welcome. And I'm very sorry I really don't know how that happened.

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ok no worries - i was just curious. trying to figure out if i'm going crazy... like did i accidentally change it, was it always like that... or was it some kind of glitch. either way, it's fixed now, so thanks for looking into that for me!

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You are very welcome. Have a great day!

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I just noticed that I am also seeing events that were canceled still showing up in my Google Calendar. For example, Rockcraft Lodge on 9/14 is on the calendar on my phone. I just checked that lead status per the instructions above and "Send leads in this status to my calendar" is not checked. Please advise.

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Just to clarify...You only want confirmed events to show on calendar?

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Yes

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I only saw that confirmed and completed leads were showing on calendars. I stopped completed. Were there any others?

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I’m so sorry. Can you actually put “Completed” back to show up. I mostly wanted to stop the ones I was seeing that were “Contracted” because those ones haven’t paid a deposit or signed the contract so they wouldn’t be booked and shouldn’t show up on the calendar. One example I saw that was Contracted but not Confirmed was John Nichols. Also I see Dorothy Brezack on the calendar twice but both are “Canceled”

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Is this on your IO calendar or your Google Calendar? If an item is cancelled you would have to remove from the calendar manually (google). Same thing w/ contracted ones that may have been sent before and not now...this lead was created in 2023 so that may be why

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