It is easy to set up a two-way integration between BriteBiz and your Google Calendar or Office 365 calendar so that everything is in sync, all of the time.
The process is the same for both Microsoft and Google; just follow the video below, which covers the Google Calendar integration. Apply the same rules for an Outlook Calendar integration.
This video walks you through the process of connecting your Google Calendar to the platform to sync your appointments and availability. You will learn how to manage integration settings and ensure your schedules stay up to date.
How do I begin the Google Calendar integration process?
To get started with your calendar integration, you need to navigate to the settings menu. From your main dashboard, look at the sidebar on the left-hand side and click on Settings. Once the settings page loads, look for the Integrations tab in the sub-menu and select it to view all available third-party connections.
💡 Action Steps
Click on the Settings menu in the left sidebar
Select the Integrations tab
Where do I find the Google icon to start the sync?
Once you are on the Integrations page, you will see a list of different services you can connect. Locate the Google section, which is usually right at the top. You will see a button that says Sign in with Google. Click this button to initiate the authorization process between the platform and your Google account.
💡 Action Steps
Locate the Google integration block
Click the Sign in with Google button
How do I authorize the connection with my Google account?
A pop-up window will appear asking you to choose which Google account you want to link. Select your professional or personal account from the list. You will then see a permissions screen explaining what data will be shared. Scroll down and click on Allow to grant the necessary permissions for the calendar sync to work correctly.
💡 Action Steps
Select your preferred Google account
Review permissions
Click Allow
How do I configure my primary calendar settings?
Now that your account is connected, you need to tell the system which specific calendar to use. Click on the Go to Calendar Settings link or navigate back to the Calendar tab. Here, you will see a dropdown menu for Primary Calendar. Open that menu and select the specific Google calendar where you want your appointments to appear.
💡 Action Steps
Navigate to Calendar Settings
Open the Primary Calendar dropdown menu
Select your chosen Google calendar
How do I enable check-for-conflicts to prevent double bookings?
To make sure you don't get double-booked, you should enable the conflict check feature. Under the calendar configuration settings, find the section labeled Check for Conflicts. You can select multiple calendars from your Google account here. This ensures that if you have a personal event on one calendar, the system will mark you as busy on your professional one.
💡 Action Steps
Locate the Check for Conflicts section
Select the calendars you want the system to monitor for conflicts
What is the difference between one-way and two-way sync?
You have the option to choose how data flows between the two systems. If you select Two-way sync, any event created here will show up on your Google Calendar, and any event created in Google will show up here. If you only want events to move from this platform to Google, you would choose the One-way sync option instead.
💡 Action Steps
Choose between One-way or Two-way sync types
How do I save my integration changes?
After you have selected your primary calendar and configured your sync preferences, it is vital that you save your work. Look for the Save button at the bottom of the configuration screen. Click Save, and you should see a success message confirming that your calendar settings have been updated and the integration is live.
💡 Action Steps
Click the Save button at the bottom of the page
Verify the success notification
How can I verify that the integration is working?
To test the integration, go to your main calendar view within the platform. Create a test appointment and then open your Google Calendar in a separate tab. Within a few moments, you should see that test appointment appear on your Google grid, confirming that the two systems are communicating properly.
💡 Action Steps
Create a test appointment in the platform
Check your Google Calendar for the synced event