Calendar Sync Option explained

Calendar Sync Option explained

Modified on: Mon, 19 Sep, 2022 at 1:13 PM


For Group calendar

 

We updated it so that the sync option will be found in the Settings->Profile page after you integrate the Google account. You will need to log in as the user and go to the Settings -> Integrations page to connect with the Google account. After that is done, you can connect to the Google account under the Profile tab in the Calendar Configuration section. 

For the sync option here, it would be the same idea as what we had before. Allow contact creation means that we will create a contact + appointment in Phalera for the guests we found in the Google events.

If you don’t want us to create a contact, you can choose “Select Default Calendar” and click save.

 

After you select the default calendar, the Allow Trigger option would show up and that means if you want the appointment triggers or Customer booked appointment trigger to fire for the contact we created to add the lead to the appointment reminder campaigns. 


For unassigned calendar

All Phalera appointments will still push to the linked Google calendar no matter what the sync option is. 

The behaviour for two-way sync and disable trigger would pull the guests in the Google events and add them to Phalera .

 

Smart sync would pull the guests in the Google events and add them to  Phalera  if we found that they are already a lead with the same email in  Phalera 

Calendar Sync Options:

One way:

All events from Google calendar will be shown as grey. It will not add whoever is invited in the Google event to  Phalera . But will still sync the Appointments from Phalera  to the Google calendar and block the timeslot pulled from Google.

    

Two way:

All events from google calendar will be colored and will talk to each other.  Phalera will find who is invited in the Google event, create a contact record for them, and fire off any triggers associated with the calendar.

Smart:

When an event is created in Google calendar but the contacts associated with the event were not found to be already existing in  Phalera  as contacts, HighLevel will not add them as contacts but will block the time off in your Phalera  calendar (event color will be gray).

Alternatively, when an event is created in Google calendar and the contacts associated with the event were found as existing contacts in  Phalera , HighLevel will color code the event and fire off any triggers associated with the calendar.

 

Disable Trigger:

All Google Calendar event contacts will be pulled into  Phalera  as new contacts, but no triggers associated with the  Phalera  calendar will fire.

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