External Calendar Sync
After upgrading this feature- we figured it needed it's own setup article.
Service Providers can do bi-directional sync of their Appointiv appointments with their external calendar of choice. We have sync available for the following calendars - Gcal, iCal, Microsoft 365, Outlook and Exchange.
To set up Calendar sync:
Step 1 Click on the External Cal toggle button on the Provider to enable this feature. The Provider will receive an email asking them to approve the connection.
Step 2 Your provider receives an email with a link. Give it a click.
Step 3 Choose your external calendar type and grant Appointiv permission to sync.
Easy peasy. Your provider's future appointments should have pulled into Appointiv which you can verify on the Appiontiv Calendar page. Any future Appointiv appointments will now push out to your external calendar.
Actions to note:
Deleting an Appointiv appointment in external the calendar WILL also delete it from Appointiv.
Deleting an external calendar from Appointiv WILL NOT delete it from the external calendar. We did this so that you can still be available to take an Appointiv appointment and keep your "Call Mom at 4pm" appointment in your personal external calendar.
Any issues? Double check to ensure you clicked "Register Webform" way back in Step 1
Steps in our Walkthrough Setup
Step 1 - Click Add People
Step 2 - Create Mr. Thomas Magnum, give him a gmail address if you also want to test the gmail calendar sync
Step 3 - assign him as an Advisor
Step 4 - make his color LightSeaGreen (just to be different than your other user)
Step 5 - upload a Profile Picture for him. Here are some samples to choose from
Step 6 - toggle the Gmail Calendar Sync to on and a verification will be sent to Magnum's email.