Calendar Configuration with Google, Outlook, or iCloud Calendar
Summary:
This lesson guides you through syncing your preferred calendar with the Notary Success CRM to manage your availability effectively and prevent double bookings. Here's a concise overview and key takeaways:
Steps for Calendar Configuration:
Navigate to Calendar Settings: On the left side navigation menu, Go to 'Settings' > 'My Profile' in the CRM.
Configure Primary Calendar: Set up your primary calendar by clicking the edit button and selecting your main calendar (Google Calendar, Outlook, iCloud).
Check for Conflicts: Ensure the system checks other calendars you might use to prevent scheduling conflicts.
Integrate Other Calendars: If using Outlook or iCloud instead of Google, integrate these calendars in the section above on the left.
Key Takeaways:
Prevent Double Bookings: The CRM checks your synced calendar for any conflicts before allowing appointments to be booked.
Versatile Integration: Supports Google Calendar, Outlook, and iCloud, catering to your preferred calendar service.
Easy Setup: Simple steps to integrate and configure your calendar within the CRM settings.
By following these steps, you'll streamline your appointment scheduling process, ensuring your CRM calendar is in sync with your personal or professional calendar. This integration is vital for maintaining an organized schedule, allowing for more efficient time management and improved client service.