How do I import my REsimpli calendar to Google Calendar so that when I set an appointment in REsimpli, it shows up on Google Calendar?
Answer:
Import your REsimpli calendar appointments to Google Calendar by following these guidelines:
Sync your Google Calendar to REsimpli Calendar
Click the ‘Calendar’ icon.
Go to ‘Actions,’ and click ‘Sync Google Calendar.’
3. Once Google Calendar is synced, you can add an appointment to any lead.
4. Navigate to ‘Lead’ and click ‘Active Leads.’
5. Select the lead that you want to add an appointment to.
6. Click the ‘Tasks & Appts.’ tab.
7. Click the ‘+Add Appointment’ button in the right section. A new window will open.
8. Fill out the ‘Add Appointment’ field and hit ‘Save appointment’.
9.To view the added appointment in the Google Calendar, open your Google Calendar and go to the appointment date.
Note:
Any appointment you add to your Google Calendar is also pulled into the REsimpli calendar.
All appointments in Google Calendar synced with REsimpli will appear as personal appointments.
No one on your team will know what the appointment is related to.
When adding an appointment to Google Calendar, make sure that the status is updated as ‘Busy’:
Fill out the fields;
Title
Schedule
Schedule status - setting the status to ‘Busy’ tells the REsimpli calendar that the schedule is unavailable for a new appointment.
Hit ‘Save’.
2. To test the calendar, go to the ‘Tasks & Appts’ section (go to ‘Leads,’ click ‘Active Leads,’ and select the lead where you want to set an appointment).
3. Click ‘+Add Appt.’. The calendar will pop up.
4. Set up the appointment; fill out the fields.
5. Select the date by clicking the calendar.
6. Click ‘Choose Time,’ and it will display the available time slots. Select from the available time slots. Hit ‘Save Appointment’.
Note: The REsimpli calendar will check the synced calendars for availability. Schedules that conflict with the synced Google calendar will be blocked.
Your saved appointments in REsimpli and synchronized Google calendars will appear in both.