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Scheduling · 1 min read

Primary Calendar and Sync Settings

Each user has their own calendar sync settings. These control how appointments from team calendars sync with Google, Outlook, or iCloud.

Open your settings

Go to Settings > My Profile and select Calendar. You'll see your connected calendars and sync options.

Primary calendar

On team calendars, such as round robin, service, class, and collective calendars, appointments assigned to you are written to your primary calendar. Pick it from the Primary Calendar dropdown.

Allow contact creation

When on, events created in Google or Outlook that include attendees can create contacts in FunnelStreams.

Allow trigger

When on, synced events can start appointment workflows. Leave it off if you don't want outside events to send messages.

Check for conflicts

Tick the calendars that should block your availability. Times you're busy there aren't offered for booking.

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