The calendar integration allows you to sync over appointments that are assigned to you directly onto your external calendar. The following appointment types can be synced
Calendars currently supported
- Outlook, Exchange, Google Calendar and iCloud
How to connect?
To connect your calendar, you need to go to Settings and then click the top Connect Calendar tab.
Then you need to access the "Add new account" button.
After clicking the "Add new account" button the system will redirect you to a page where you will have to input the e-mail address connected to the calendar
After adding your email address, click sign in which will connect the calendar with your Workforce account.
Setting up the new calendar integration
After connecting your account to the Workforce, you can set up what you want to sync from Workforce to the Calendar. The system will sync Jobs, Quote and Events by default, if you only want to sync some of these elements you can choose which ones to sync.
You can also choose what calendar to sync to, whether it be your main calendar or anyone you choose.
If you want to disable the Calendar sync temporarily you can do this by clicking the Calendar Sync Settings option and disabling it. This will mark the calendar account as Inactive and it will stop the sync process between the two accounts until it is enabled again.
After making any changes make sure you click the Save button and this will apply changes.
IMPORTANT NOTE! When connecting to Workforce with a calendar/e-mail account the system will not integrate that account for all Workforce users, only the user that is logged in and performing the action. Each user who wants to sync appointments needs to login on their device (either web or mobile and connect).