📝 Overview

Connect-Up for Google Calendar is the ideal solution for subscribers of both the DaySmart Appointments scheduling system and Google Calendar. This plugin allows Staff Members to connect one of their Google calendars with their scheduling system.

🚀 Enabling the Connect-Up Google Calendar Plugin

Below we will review step-by-step instructions to follow in order for Headquarters Administrators to enable Connect-Up for Google Calendar. Once this step is taken, move onto the next sections of this article to find out how to initiate then customize the sync for Staff Members.

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Go to The Marketplace.
Locate Connect-Up for Google Calendar under the Featured Plugins category.
Click Learn More/Enable.
On the plugin description page, select one or more Locations from the drop-down menu.
Click Update to confirm.

🔑 Activating the Plugin for Staff Members

Once the plugin is enabled, Headquarters or Location Administrators can activate it for specific Staff Members by following the instructions below. Staff Members with an email address in their profile will receive an email invitation containing a link to connect their Staff Member calendar and Google calendar.

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Open the plugin’s Settings tab.
Use the Staff Members dropdown to select the users to invite.
Click Update Settings to save.

🛠️ Setting Up the Sync

Below we will review how to configure the sync between your Staff Member calendar and Google Calendar once Staff Members have been enabled. Depending on Google's default calendar increment settings, Appointments may not display proportionally on your DaySmart Appointments calendar.

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Upon receiving the Email Invitation for Connect-Up for Google Calendar, your Staff Member will click the link to proceed with customizing their sync options.
Choose notification preferences:
- Notify when a resync is completed.
- Notify when an Appointment/Reserve cannot be updated from Google.
Configure sync options:
- Sync DaySmart Appointments Reserves to Google.
- Sync Google meetings to DaySmart Appointments.
- Sync Google meeting details (description/body only).
Choose Google meeting “Show As” statuses to sync: Busy and Out of Office are selected by default.
Click Start Sync.

After initial setup, a Resync button will appear on this page.

💡 Please note: Only items up to one year ahead will sync, this plugin does not work retroactively.

🧭 Google Calendar Sync Details

When Appointments and Reserves sync to Google, the following information will display in the Google Event description.

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Customer Name
Service & Room
Location
Date, Start & End Time
Appointment Status
Address, City, State, ZIP
Contact Information (Phone & Email)
Special Instructions, Notes, or Add-Ons

🔁 Syncing Events to Your Scheduling Calendar

Events created in Google Calendar will appear as Reserve times in your schedule.
If Google Event Details are enabled, the event’s body text will populate the Reason field in the Reserve. To prevent an event from syncing, set the event’s Status in Google Calendar to Free/Available.

🔌Disconnecting Staff Members From the Plugin

Below we will review step-by-step instructions for Headquarter and Location Administrators to disconnect a Staff Member's calendar with their Google calendar. Once these actions are complete, all synced information will be removed, and the connection will be severed.

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Click the Staff Members tab.
Locate the Connect-Up for Google Calendar column.
Click the slide button to disable the Connect-Up connection.
Click the Update button.
Go to The Marketplace and locate the Connect-Up for Google Calendar plugin.
Click the Settings tab within the plugin.
Under Staff Members, uncheck the users to remove. If removing all users, click Select None.
Click Update Settings to save edits.

❌ Disabling the Connect-Up for Google Plugin

Below we will review how Headquarter Administrators can disable the plugin within the Marketplace if you no longer wish to use Connect-Up for Google Calendar.

After completing this action, all Google meetings from your DaySmart Appointments calendar and all Appointments and Reserves from your Google calendar will be removed.

⚠️ Please note: You must disconnect all your Staff Members’ calendars first to completely disable the plugin.

Click here to learn more about Disabling the Plugin

Go to The Marketplace.
Locate the Connect-Up for Google Calendar plugin.
In the first tab, open the Locations dropdown and uncheck individual locations or select None.
Click Update.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions