Enabling Real-Time Booking Calendar Sync

Overview

Real-time booking calendar sync in Schedly allows organizations to automatically update and manage team schedules, ensuring that all events booked through the platform are immediately reflected in each team member's calendar. This feature is essential for businesses that rely on seamless team collaboration and efficient time management, reducing the risk of overbooking and miscommunication.

Prerequisites

• You must have admin access within your Schedly account to enable and configure calendar sync.
• Ensure your Schedly plan supports team management; the Pro Plan or higher is required.

Step-by-Step Instructions

Linking Schedly Calendar with Team Calendars

1. Navigate to Teams: Log in to Schedly and click on Schedly Services in the main menu, then select Teams.
2. Select a Team: Choose the team you wish to sync from the list.
3. Open Integrations: Within the team dashboard, click on the Integrations tab.
4. Link Calendar: Find the option to link calendars and follow the prompt to authorize access to your team's calendar platform, such as Google Calendar or Outlook.

Enabling Real-Time Sync

1. Go to Integrations Menu: In the main navigation, select Settings and then click on Integrations.
2. Activate Real-Time Sync: Within the integrations menu, toggle on the Real-Time Sync option for the linked calendar.

Configuring Update Settings

1. Manual or Automatic Sync: In the Integrations section, you will have the option to choose between Manual Sync and Automatic Sync. Select Automatic Sync for real-time updates, or Manual Sync if you prefer to control when updates occur.

Resolving Sync Conflicts

1. Access Conflict Resolution: Go to Settings > Integrations, and within the sync configuration, select Conflict Resolution Settings.
2. Choose Conflict Management: Decide how conflicts should be handled (e.g., prioritize Schedly bookings or external calendar requests) and adjust the settings accordingly.

Testing Sync with a Trial Booking

1. Create a Test Event: Navigate to Schedly Services, click on Event Types, and create a new test event.
2. Book the Event: Use the Book Now button to schedule the test event on your calendar.
3. Verify the Sync: Check your external calendar to ensure the event appears correctly. Adjust settings if necessary.

Key Details & Limits

• Requires Pro Plan: Real-time sync is available on Pro Plan and Enterprise Plan.
• Platforms Supported: Google Calendar, Outlook
• Sync Frequency: Real-time for automatic; manual can be initiated anytime.

Frequently Asked Questions

1. What if my team member's calendar doesn’t sync in real-time?

   • Check the integration connection under Settings > Integrations and ensure real-time sync is enabled.

2. Can I manually sync my calendar?

   • Yes, manual sync options are available. Simply navigate to Settings > Integrations and initiate a manual sync.

3. How do I know if there is a sync conflict?

   • Schedly displays notifications of conflicts within the Integrations panel under Conflict Resolution Settings.

4. Do I need to renew the calendar authorization?

   • Calendar authorizations typically require renewal as per the linked service's policy or if the connection is changed.

5. What happens if the sync fails?

   • Ensure there is no disruption in authorization and re-link the calendar if necessary.

Troubleshooting

Calendar not appearing in sync: Re-authorize the calendar access by revisiting the Integrations settings and ensuring permissions are granted correctly.

Bookings are not updating in real-time: Confirm that the Real-Time Sync option is active in the Integrations menu.

Related Topics

• How to Configure Event Types in Schedly: Learn how to set up different types of events for efficient booking.
• Insights Data and How to Use It: Discover how to utilize insights and analytics to improve event management.
• Managing Team Members in Schedly: A guide to efficiently adding, removing, and assigning roles to team members.