Calendar Sync Issues

If appointments booked through SalesPartner don't appear on your calendar, try these steps:

Check your connection status: 1. Open Settings and go to Calendar Connections 2. Look at the "Current Connection" section 3. If it shows "Not Connected," you'll need to reconnect

Verify the right calendar is selected: Your calendar provider may have multiple calendars (personal, work, shared). Make sure SalesPartner is connected to the one you use for appointments.

Give it a moment: Calendar sync happens regularly throughout the day. New appointments typically appear within 15 minutes. If you just booked something, wait a few minutes and refresh your calendar.

Seeing the same appointment twice on your calendar? Here's what to do:

Don't delete both copies: If you delete an appointment from your calendar, SalesPartner will mark it as cancelled. Only delete one copy.

Check for multiple calendars: You might have the same Google account connected through different calendars. Go to Calendar Connections and make sure you only have one active connection.

Contact support if it keeps happening: Duplicates that keep appearing may indicate a sync conflict. Our team can look at your account and sort it out.

If your calendar was working but now shows disconnected, your authorization may have expired.

Why this happens: - Password changes on your Google or Outlook account - Security settings changes - App permissions were revoked - It's been a long time since you signed in

How to reconnect:

1. Go to Settings > Calendar Connections 2. Click Authorize (if you see this button) or Reconnect 3. Sign in to your calendar account when prompted 4. Allow the permissions SalesPartner needs 5. Wait for the connection to confirm

After reconnecting, your upcoming appointments will sync on the next cycle.

When you try to connect your calendar, a new window opens for you to sign in. If nothing happens:

Allow popups for this site:

• Chrome: Click the popup-blocked icon in the address bar and select "Always allow"
• Safari: Go to Preferences > Websites > Pop-up Windows and allow for this site
• Firefox: Click the shield icon and allow popups

After allowing popups, try connecting again. The authorization window should open normally.

When you move or edit an appointment directly in Google Calendar or Outlook, SalesPartner picks up those changes automatically.

Sync timing: Changes are detected within 15-30 minutes. During busy business hours, sync happens more frequently.

What syncs: - Time and date changes - Appointment titles - Descriptions

What doesn't sync: - Deleting an appointment in your calendar will cancel it in SalesPartner - Adding appointments directly to your calendar won't create them in SalesPartner (appointments must be booked through conversations)

If changes aren't syncing: Check that your calendar is still connected. A disconnected calendar won't receive updates.

Want to switch from Google Calendar to Outlook (or vice versa)?

Before you switch: - Your existing appointments stay in SalesPartner - The old calendar keeps any appointments already synced there - New appointments will go to your new calendar

How to switch:

1. Go to Settings > Calendar Connections 2. Disconnect your current calendar 3. Select your new provider 4. Follow the authorization steps 5. Test by booking a test appointment

Important: Switching providers doesn't move your existing appointments to the new calendar. They'll remain where they were originally synced.