Connecting Your Calendar

When your calendar is connected, SalesPartner can book appointments directly with qualified leads. No back-and-forth emails. No missed opportunities. Leads pick a time that works for both of you, and it shows up on your calendar.

Key benefits:

• Qualified leads book meetings while they're still interested
• Double-booking is prevented automatically
• You see appointments alongside your existing events
• Leads get confirmation and reminders

SalesPartner works with the calendars most businesses use:

Google Calendar — Personal Gmail accounts or Google Workspace (business) accounts. This is the most common choice for small businesses.

Microsoft 365 Calendar — Outlook calendars through Microsoft 365 (formerly Office 365). Works with business Microsoft accounts.

Both calendar types work the same way once connected. Choose whichever you use for your business scheduling.

Connecting takes about 30 seconds:

1. Go to Settings → Integrations 2. Under Calendar & Email, pick Google or Microsoft 3. Click Authorize — a sign-in window opens 4. Sign in to your Google or Microsoft account and grant permission 5. Done — you'll see a "Connected" status with your email address

That's it. You don't need any API keys or technical setup. Just sign in and approve.

After connecting, you'll see a list of your calendars. Pick which one SalesPartner should use for scheduling.

SalesPartner only asks for calendar permissions — it can read your calendar (to check availability), create events (to book appointments), and update events (if a lead reschedules).

It cannot read your email, access files, or see private events. You can disconnect at any time from the same settings page.

Once connected, SalesPartner checks your calendar before offering appointment times to leads. Any events on your calendar block those times — no double-booking.

Your working hours and time-off settings (in Settings > Availability) also control when appointments can be booked. See the Scheduling & Appointments article for details on those settings.

Popup Blocked If the authorization window doesn't appear, your browser is blocking popups. Allow popups for the SalesPartner site and try again.

"Authorization Required" Status This means your credentials are saved but the calendar isn't fully connected. Click the "Authorize" button to complete the connection.

Calendar Not Syncing Sync happens every few minutes. If appointments aren't appearing, disconnect and reconnect your calendar. This refreshes the connection.

Wrong Calendar Account If you connected the wrong account, click "Disconnect" and start over. Make sure you're signed into the correct Google or Microsoft account before authorizing.

Expired Connection Calendar connections can expire after several months. If scheduling stops working, check your connection status and reauthorize if needed.

You can only connect one calendar at a time. To switch from Google to Microsoft (or vice versa):

1. Disconnect your current calendar 2. Select the new provider 3. Enter credentials and authorize

Existing appointments already on your calendar won't be affected. Future bookings will go to the new calendar.