Managing Bookings with Calendar Sync

Integrating your booking system with Google Calendar helps you maintain a synchronized schedule, ensuring that all appointments and events are accurately reflected in your calendar. This guide provides instructions on managing bookings effectively using the calendar sync feature.

Introduction

Calendar sync allows you to connect your booking system with Google Calendar, providing real-time updates of your bookings. This integration ensures that all scheduled bookings are automatically added to your Google Calendar, helping you keep track of your appointments effortlessly.

Benefits of Calendar Sync

  • Real-Time Updates: Automatically syncs bookings to Google Calendar as soon as they are made, rescheduled, or canceled.
  • Improved Time Management: Easily view all your appointments in one place, helping you manage your schedule better.
  • Avoid Double Bookings: By reflecting all bookings in your calendar, you reduce the risk of double bookings or missed appointments.

Accessing Calendar Sync Settings

  • Navigate to Calendar Connection Settings:
    • From the main dashboard, click on Bookings in the left-hand menu.
    • Select Settings, then click on the Tab: Calendar Connection.

Connecting to Google Calendar

  • Connect with Google:
    • Click the Connect with Google button to authorize access to your Google Calendar.
    • Follow the on-screen instructions to complete the connection.
  • Custom Google Calendar App:
    • For advanced integration, set up a custom Google Calendar API with your own Client ID and Client Secret.
    • Follow the steps outlined in the Connecting to Google Calendar documentation.

Managing Bookings with Calendar Sync

  • Viewing Synced Bookings in Google Calendar:
    • Once synced, all your bookings will appear on your Google Calendar as events.
    • Each booking will display the relevant details such as booking time, client name, and any special instructions included during booking.
  • Handling Rescheduled Bookings:
    • When a booking is rescheduled in your booking system, the event on Google Calendar will automatically update to reflect the new time.
    • Ensure that the synchronization settings are enabled to allow updates to flow through seamlessly.
  • Managing Cancellations:
    • If a booking is canceled, it will automatically be removed from your Google Calendar if the Delete Events from Google Calendar option is enabled in your sync settings.
    • This keeps your calendar clean and up-to-date, reflecting only active appointments.
  • Editing Booking Information:
    • Changes made directly to the event description in Google Calendar will not sync back to your booking system.
    • To avoid discrepancies, always make changes within the booking system, and allow these changes to sync to Google Calendar.
  • Troubleshooting Sync Issues:
    • If you notice that bookings are not appearing or updating correctly, check the connection status in the Calendar Connection settings.
    • Enable Debug Log to record events and identify any issues that may be causing sync errors.

Best Practices for Managing Bookings

  • Regularly Review Sync Settings: Ensure that your Google Calendar is connected and syncing correctly by periodically checking the settings.
  • Keep Booking System Updated: Always make updates, cancellations, or reschedules within the booking system to maintain consistency.
  • Monitor the Debug Log: Use logging to track any sync errors and address them promptly to avoid missing bookings.

Saving Your Sync Settings

  • After adjusting any settings or preferences, click Save Changes to ensure your sync setup remains active.

Relevant Documentation