Calendar Sync Options: Choosing the Right Sync for Your Business

Synchronizing your external Google or Outlook calendar with your Advisor's Growth calendar is a key step to managing your appointments effectively. Understanding the available sync options ensures you select the best fit for your needs. Here’s a step-by-step guide on how to access and configure these settings.

Step 1: Accessing Calendar Settings

Go to the Calendars section in your dashboard.
In the top bar, select Calendar Settings.
- Alternatively, while in Settings, navigate to Calendars from the left-side menu.
You can either create a new calendar by clicking Create Calendar or edit an existing one by selecting the three dots next to it.

NOTE: Syncing options are only available for Class Booking calendars.

Step 2: Selecting Your Sync Preference

When setting up or modifying a calendar, scroll down in the "Team & Event Setup" tab to find the Sync Options section. You’ll have three choices:

One-Way Sync:
- Events from your Google calendar will be visible in grey.
- Appointments scheduled through your Advisor's Growth calendar will sync with Google, blocking out times accordingly.
- Google event participants won’t be added as contacts in Advisor's Growth.
- This option is recommended for most scenarios.

Two-Way Sync:
- All Google calendar events will appear in your Advisor's Growth calendar, color-coded.
- Contacts for anyone invited to a Google event will be automatically created in Advisor's Growth.
- These contacts can be added to any automated workflows or triggers linked to your calendar.

Disable Trigger:
- All Google calendar event contacts will sync to Advisor's Growth as new contacts.
- No triggers or workflows associated with Advisor's Growth calendar events will activate.

TIP: You can view the color key for events on a Two-Way Sync calendar by clicking on the small blue-circled question mark next to the calendar dropdown.

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