This guide will walk you through the steps to connect your calendar to SalesRook, ensuring your appointments are synced and availability is checked to avoid double-booking.
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Go to Settings: In the bottom left corner of the dashboard, click on Settings.
Navigate to My Profile: In the settings menu, click on My Profile.
Find Calendar Settings: Scroll down to the Calendar Settings section.
Add a New Calendar: Under the Connected Calendars section, click on the blue Add New button.
Select Calendar: Choose the calendar you want to connect. If using Google Calendar, click Connect next to Google Calendar.
Sign In with Google: A pop-up will appear prompting you to sign in to your Google account.
Choose Your Google Account: Select the Google account where you want SalesRook to write appointments and click Continue.
Allow Permissions: Grant SalesRook the necessary permissions to access and manage your calendar. After approval, the calendar will be connected.
Add More Accounts: If you want to connect additional Google accounts, click the Sign in with Google button again and repeat the process for each account.
Check Calendar Configuration: Scroll to the Calendar Configuration section to ensure your main calendar is selected under Conflict Calendars.
Add More Calendars: If needed, click Add and select any other calendars you want to sync for availability and booking.
Check Availability: Ensure your User Availability is properly set with the correct time zone, available days, and hours.