Direct Sync with your Google Calendar
CoachAccountable supports a direct integration for syncing with your Google Calendar.
You’ll find the place to set this up under Settings >> Appointment Config >> Calendar Sync.
Clicking the button to go sync with Google brings you to a simple process to authorize CoachAccountable to manage your calendar, assuming you’re already logged in to your Google account:
When you click “Allow”, you’ll be whisked back to your CoachAccountable coach portal and given the options by which to configure this synchronization:
Just a few choices here and you’re done, where to publish to (if at all), and where to read from.
If you want (and you probably do!), CA will publish your appointments to the calendar of your choice. Pick one and they’ll magically appear there within seconds.
Choosing which calendars CA should read from tells CA where to look in order to accurately determine when you’re available and when you’re busy. You might want to skip certain calendars. For example, my family shares a calendar of events, but I don’t need to have my availability blocked when we add, say, a plumber visit.
And that’s it! Once set, CA will post new appointments (and updates made to them, including cancellations performed by your clients) to your calendar as they arise. Similarly, when CoachAccountable has direct read access to your calendars, the process of keeping up to date in order to provide accurate availability options is nearly instantaneous.
How about for my clients?
Your clients can similarly set up a direct sync with THEIR Google Calendar. They won’t have to pick which calendars CA should read of theirs (because that’s not relevant on their side of the equation), BUT they too can have their appointments with you set via CoachAccountable appear right in their calendar. Nice!
Let them know they can set this up from within the coaching portal. They’ll find the place to do this under their My Account page:
What if I don’t use Google Calendar?
No problem!
Do you use Outlook calendar? Find your instructions here.
How about Apple iCal? Check this article.
Something else? You might set up a Google Calendar account, sync your other calendar with that, and THEN sync CoachAccountable with that Google Calendar to more or less have Google serve as an intermediary to sync with your calendar system of choice. Yay, technology!
Get rid of your clunky extra calendar integrations while elevating the level of service you provide your coaching clients. Try out CoachAccountable free for 30 days.
More recently: Automatic Subscription Billing
Previously: Beautiful Branding: How to Make a White Logo
Yeah yeah. Excellent update John.
For people like me who still use office 365 (or iCLoud) as their main calendar I can recommend syncgene as an hands-off easy and accurate syncing engine. No affiliation or anything, it just does the job without needing an addin for Outlook or any messing about.
February 21, 2018 @ 8:21 pm