Connecting Your Calendar

SalesPartner uses your calendar for two things:

• Availability checks — When scheduling appointments, SalesPartner knows when you are busy based on your calendar events. It only offers time slots that are genuinely free.
• Appointment booking — When a lead wants to book a meeting, SalesPartner creates a calendar event directly on your connected calendar.

Calendar sync works with Google Workspace and Microsoft 365 email connections, including Custom OAuth (BYOC). IMAP connections do not support calendar sync because IMAP does not provide calendar access.

Step 1 — Connect a Google Workspace or Microsoft 365 email account if you have not already. See the Connecting Your Email guide.

Step 2 — In the admin panel, go to the user's profile and open the Integrations tab. Find the connected account card.

Step 3 — Under the Calendar section, turn on Calendar sync.

Calendar sync turns on by itself for your first connected account. If you connect a second account later, calendar sync is off on the new account to avoid conflicts.

Only one account can have calendar sync active at a time. If you want to switch calendar sync to a different account, turn it off on the current account first, then turn it on for the other account.

After enabling calendar sync, you will see a Calendar for events dropdown. This lets you choose which specific calendar SalesPartner uses for creating appointments.

Click the dropdown to see all calendars on your connected account. For Google, this includes your primary calendar and any additional calendars you have created or subscribed to. For Microsoft, this includes your main mailbox calendar and any shared calendars.

Use the refresh button next to the dropdown to reload the calendar list if you have recently created a new calendar.

The Last sync row shows when your calendar was last checked. During business hours, calendar sync runs every few minutes.

SalesPartner determines availability by combining two sources:

• Working hours — The business hours you have configured in your Availability settings. SalesPartner will never offer times outside your working hours.
• Calendar events — Any event on your synced calendar that shows as "busy" blocks that time slot. Free or tentative events do not block availability.

For example, if your working hours are 9 AM to 5 PM and you have a meeting from 2 PM to 3 PM, SalesPartner will offer time slots between 9 AM and 2 PM, and between 3 PM and 5 PM.

Calendar toggle is greyed out — Another account already has calendar sync enabled. Only one account can have calendar active at a time. Turn off calendar on the other account first.

Appointments not appearing on calendar — Check that you have selected the correct calendar in the Calendar for events dropdown. Also verify that calendar sync is turned on and the account status is Active.

Calendar shows "Last sync" as a long time ago — The account may have lost its connection. Check the account status. If it shows Reconnect Required, disconnect and reconnect the account.

Wrong calendar selected — Click the Calendar for events dropdown and select a different calendar. Use the refresh button if your desired calendar is not listed.

Leads see wrong availability — Make sure your working hours are correctly configured in the Availability settings tab. Calendar sync only blocks times that have busy events — it does not define your working hours.