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How to integrate with Google Calendar

How to sync data in or out of your Google Calendar via Surfboard

Jack Stewart avatar
Written by Jack Stewart
Updated over a month ago

Surfboard directly integrates with Google Calendar to make managing your schedule as easy as possible:

  • Your shifts and activities will be copied from your Surfboard schedule to your Google Calendar.

  • Any time a new schedule or update is published, your calendar will update right away.

  • You can control the availability settings of activities, allowing you to seamlessly integrate with other booking tools like Calendly or Hubspot.

We offer a range of configurations to suit each organisation's needs including the ability to sync schedules into your primary calendar, or auto sync meetings and events into Surfboard. Speak to your Customer Success Manager to find the right set up for you.

πŸ’‘ To sync your Surfboard schedule to any other calendar, you can use an iCal link. Read more here


How to integrate with Google Calendar

  1. Log into your Surfboard.

  2. Click your avatar in the top right of your screen and click 'Connect Google Calendar'

  3. You'll then be asked to grant permission to Surfboard to connect to your Google Calendar. Give permission.

  4. After around 2-5mins, 'Surfboard' calendar will appear under the 'My Calendars' list in GCal. Your Surfboard schedule will show up too.

πŸ‘€ If you cannot see the option to 'connect google calendar'

There are a couple of reasons why you may not see this option

  1. Your company may not have enabled this feature for your team. Please ask your manager if you would like to use this feature.

  2. If you previously connected and then disconnected Surfboard from your Google Calendar we may need to reset you account for you. Please reach out to use on Intercom and we can help.


FAQs

How do I sync events and meetings?

Surfboard will automatically sync any public events you have accepted the invite to; directly into your schedule. These events will also include a quick link to video meeting links, such as Zoom or Google Meet.

If you would like meetings and events to sync into Surfboard automatically, speak to your Customer Success Manager about enabling this feature.

How do I disconnect Surfboard from my Google Calendar?

You can choose to disconnect Surfboard from your Google Calendar at any time.

How can I let other people view my schedule in my calendar?

To let others in your company view your Surfboard schedule you can share the link to your calendar.

First, make sure you have the correct settings.

  1. Select the three dots next to your Surfboard calendar in Google Calendar.

  2. Select Settings and sharing

  3. Under Access permissions for events tick the box to make this available for your company.

  4. You can choose if you want to show the event titles (which activities are being worked on) or only whether they are free or busy.

  5. Press Get sharable link

  6. Copy the link and share it with your team!

If you would like meetings and events to sync into your primary calendar, speak to your Customer Success Manager about enabling this feature.

How do I set the availability (busy/free) settings of activities?

Admins/managers can define if an activity shows as busy or free in the schedule. By default, all activities and breaks will be set to busy.

If your manager wants time to appear free, e.g. so time can be booked with you, they can change the setting by editing the activity in the schedule.

What availability (busy/free) do shifts show as?

Shifts will show as 'free' by default, to prevent them from blocking out your availability in the calendar.


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