Having a synced and organized calendar is essential for managing appointments and staying on top of your busy schedule. With Agent CRM, integrating your Google Calendar and customizing your availability ensures a seamless client booking experience. This guide will walk you through the simple steps to set up and optimize your calendar in Agent CRM.

Why Sync Your Calendar in Agent CRM?

Syncing your Google Calendar with Agent CRM offers several benefits:

  • Centralized Scheduling: Manage all your appointments in one place.
  • Two-Way Sync: Updates in either calendar are reflected automatically.
  • Client-Friendly Booking: Customize availability and messages for a professional touch.

Step-by-Step Guide to Setting Up Your Calendar

  1. Navigate to Calendar Settings:

    • Go to Settings >> Calendars in your Agent CRM dashboard.

  2. Integrate Your Google Calendar:

    • Choose Google as your calendar provider.
    • Select your Google Calendar from the list.
    • Enable Two-Way Sync to ensure updates sync both ways between Agent CRM and Google Calendar.

  3. Edit Your Availability:

    • Customize the days and times you’re available for appointments. This ensures clients can only book during your preferred working hours.

  4. Customize the “Thank You” Message:

    • Personalize the message clients see after booking. This can include confirmation details or a friendly note to set the tone for your meeting.

  5. Finalize Your Setup:

    • Click Complete to save your settings and activate your calendar.

For more information on setting up tools in Agent CRM, check out our blog post, Getting Started with Integrations​.

Maximizing Your Calendar Integration

Integrating your calendar with Agent CRM does more than streamline scheduling—it enhances your overall client experience. Here’s how:

  • Avoid Double Bookings: Two-way sync prevents scheduling conflicts.
  • Automate Client Reminders: Use Agent CRM to send email or text reminders for upcoming appointments.
  • Track Meetings: Keep all appointment details and notes centralized within Agent CRM.

Want to learn more about streamlining your workflow? Explore our blog on Triggers Overview​.

Bonus Resource: Watch and Learn

For a detailed video walkthrough, watch: Online Booking System and Calendar. This guide provides a clear, visual demonstration of each step in the process.

Learn More

Explore these additional resources to enhance your Agent CRM experience:


Calendar, Getting Started

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