How to integrate Appointments to Google Calendar

ProfitSystem (EB) will integrate it's appointments to Google calendar once the Shop's Google account settings (username & password) are entered into the Administration -> Store Settings form of the system and in Administration -> Manage Users -> A Specific User form.

Tip: Do not enter the same gmail account credentials in the Store Setting and a User since this could possibly duplicate appointments on the same calendar.

What does the integration do?

As customer appointments are created in the EB system, they are immediately added to the shop's Google Calendar. When DELETED in EB, they are immediately removed from the shop's Google Calendar. Changes made in Google Calendar DO NOT affect the appointment in EB

Also, when a shop User is assigned to any customer appointment within EB, the appointment is shared with the User's Google Calendar once their Google account settings (username & password) are entered into the Administration -> Manage Users form. Shared appointments appear on the User's calendar. Changes made in the User's Google Calendar DO NOT affect the appointments on the Shop Google Calendar or Appointment Calendar in EB.

EB appointments appearing in the store's or user's gmail account will show as Invitation from or Owned by

ebgmail@bblsystems.com

since EB is controlling the distribution of the appointments.

IOS systems such as iPhone or iPad may require you to Accept the appointment invitation on the IOS Calendar when linked to your gMail account. You should set the IOS calendar to hide any declined invitations.

Google will send an email to the account when the first appointment is created. This email will ask if you want to allow the appointment to be created, and if you want to allow future appointments. You should say Yes to both questions so future appointments will be automatically created.

What Appointment information is added to the Google Calendar

The appointment added from email will be: ebgmail@bblsystems.com

The WHERE field of the appointment will contain: Originating Store Code, customer address, Customer Phone, Customer eMail

The Appointment name will contain: 'Appointment type' in 'Store name' with 'Customer Name'

A Internet Connection Sharing (ICS) file is automatically attached to the email confirmation sent to a customer when the appointment status is marked CONFIRMED in the EB system. The ICS file contains type, date/time and store information making it is easy for the Customer to add the appointment details to their personal calendar as a reminder, usually just by clicking on the attachment. Set up appointment confirmation email content in Administration - Setup - System Setting