After connecting your gmail account by visiting Settings → Integrations and signing into gmail. From the Appointment calendar edit page click “Connections” and choose the gmail account you would like to link to the calendar.
Sync Options:
One Way - All events from the Google Calendar will be show as grey. Invitees added in Google won’t be added in OfferBolt. Events will be synced from OfferBolt to your Google Calendar.
Two Way - All events from Google will be colored and sync between OfferBolt and Google. Invitees on the Google event will have a contact created for them and fire off any triggers associated with the calendar.
Smart - When an even is created in Google but the invitee doesn’t exist in OfferBolt, OfferBolt will not add them as contacts but will block off time in your OfferBolt calendar. When an even is created in Google Calendar and contacts are found in OfferBolt, the event will be color coded in OfferBolt and any triggers associated with the calendar will fire off.
Syncing your OfferBolt Calendar with your Gmail account.
Accessing Calendar Settings
Click on Calendars on the left side of the dashboard.
Select Calendar Settings.
Locate your Appointments Calendar and click on the three dots, then the edit button.
Setting up Gmail Sync
Navigate to Connections within the calendar settings.
Choose the Gmail account you want to sync with.
Select one of the available sync options (descriptions provided above the video).
Click Save.
Connecting Gmail Account
If no Gmail account is connected, go to Integrations and sign in with Google.
Multiple accounts can be connected if needed.
Finalizing Calendar Settings
Return to Calendars and find the Appointments Calendar.
Click edit, then connections.
Select the calendar and preferred setting (recommended: two-way sync).
Click Save to confirm the settings.