# How to: Set up your user settings

For a more convenient setup, you can follow these step-by-step instructions instead of watching the video.

{% embed url="<https://salesrook.clarityflow.com/c/815bdc2a6b00d314463c08637>" %}

### Step 1: Accessing Settings

1. **Log into SalesRook**: Once logged in, you will land on the dashboard.
2. **Navigate to Settings**: Click on the **Settings** tab located at the bottom of the left sidebar.

### Step 2: Calendar Integration

SalesRook supports integration with both **Google** and **Outlook** calendars. Follow the appropriate steps for your preferred calendar.

#### Google Calendar Integration

1. **Go to Integrations**: In the Settings tab, scroll down and select **Integrations** from the list on the left.
2. **Sign In with Google**: Click on the **Sign in with Google** button.
3. **Choose Your Google Account**: Select the Google account you want to connect with SalesRook.
4. **Allow Permissions**: Allow SalesRook to access your calendar by granting the necessary permissions.
5. If your account is already connected by another user, click on the **Add Account** button to connect a new one.

#### Outlook Calendar Integration

1. **Navigate to Integrations**: Scroll down to **Integrations** under the **My Profile** section.
2. **Connect Outlook**: Click the **Connect** button next to the Outlook integration.
3. **Choose Your Outlook Account**: A pop-up will appear for you to choose your Outlook account.
4. **Grant Permissions**: Allow SalesRook to connect to your Outlook calendar.

### Step 3: Calendar Configuration

Once your calendar is integrated, you can configure how SalesRook will manage your appointments.

1. **Set Primary Calendar**:
   * Scroll down to the **Calendar Configuration** section.
   * In the **Primary Calendar** field, select which calendar you want to use for your SalesRook appointments (either Google or Outlook).
   * Click **Edit** to make your selection, if not already chosen.
2. **Check for Conflicts**:
   * In the **Check for Conflicts** section, select which calendar(s) you would like SalesRook to check for availability when scheduling appointments.
   * Click **Edit** to choose additional calendars, such as your Google Calendar, or holidays (e.g., holidays in your region).

### Step 4: Profile Information

1. **Update Personal Data**:
   * Scroll up to the **Personal Data** section.
   * Make any necessary updates to your profile information, such as your name or contact details.
   * Click **Update Profile** to save changes.
2. **Change Password** (Optional):
   * If you need to change your password, click the **Change Password** option.
   * Enter your current password and the new password, then click **Update Password**.

### Step 5: Set Availability

SalesRook uses your availability to help your AI persona schedule meetings on your behalf.

1. **Adjust Availability**:
   * In the **User Availability** section, set your preferred hours for meetings.
   * Uncheck days when you're not available (e.g., Wednesdays).
   * Select the times when you're available for meetings (e.g., 11:00 AM to 3:00 PM).
2. **Copy Availability to Other Days**:
   * If you want to apply the same availability to other days, click the **Copy to All Days** icon.
   * Click **Update Availability** to save your changes.

### Step 6: Set Meeting Location

1. **Choose Meeting Location**:
   * Scroll down to the **Meeting Location** section.
   * You can choose a custom location, such as a Zoom meeting link, Google Meet, a physical address, or a phone number.
   * For example, if you prefer Zoom, fetch your personal Zoom room link.
2. **Set Time Zone**:
   * Ensure that your time zone is correct. You can adjust it by selecting your region (e.g., **Belgrade** if your time zone is +1).

### Final Step: Complete Your Account Setup

Once you've completed all the settings and configurations, your account is now set up and ready to go!

#### Need Help?

If you have any questions or encounter any issues during setup, please don’t hesitate to reach out to the SalesRook team for assistance.


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