🗓️How to Integrate Calendar with SalesRook Core

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.

Step 1: Access Calendar Settings

1. Go to Settings: In the bottom left corner of the dashboard, click on Settings.

2. Navigate to My Profile: In the settings menu, click on My Profile.

3. Find Calendar Settings: Scroll down to the Calendar Settings section.

Step 2: Connect Your Calendar

1. Add a New Calendar: Under the Connected Calendars section, click on the blue Add New button.

2. Select Calendar: Choose the calendar you want to connect. If using Google Calendar, click Connect next to Google Calendar.

3. Sign In with Google: A pop-up will appear prompting you to sign in to your Google account.

4. Choose Your Google Account: Select the Google account where you want SalesRook to write appointments and click Continue.

5. Allow Permissions: Grant SalesRook the necessary permissions to access and manage your calendar. After approval, the calendar will be connected.

Step 3: Configure Multiple Accounts (Optional)

1. 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.

Step 4: Set Calendar Configuration

1. Check Calendar Configuration: Scroll to the Calendar Configuration section to ensure your main calendar is selected under Conflict Calendars.

2. Add More Calendars: If needed, click Add and select any other calendars you want to sync for availability and booking.

Step 5: Verify User Availability

1. Check Availability: Ensure your User Availability is properly set with the correct time zone, available days, and hours.

---