Seamless Scheduling: Your Personal Calendar in Smackdab!
The Personal Calendar feature in Smackdab empowers you to connect your Google or Outlook calendars directly to your CRM. By integrating a personal calendar, you can truly streamline your scheduling, view upcoming events right alongside your CRM activities, and maintain a unified view of both your professional and personal commitments—all in one convenient place!
This feature offers excellent flexibility in how your private events are handled, allows for custom display names, and ensures seamless calendar management directly from within Smackdab.
How to Access Personal Calendar Settings
To connect and manage your personal calendar:
Navigate to Settings from the main menu.
Click on Personal, then go to Personal Calendar.
Under the Personal Calendar section, you can connect your Google or Outlook calendar and manage all related settings.
Features of This Section
When you access this section for the first time, Smackdab will prompt you to connect your Gmail or Outlook calendar.
Once your calendar is connected, the following valuable features will become available:
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Privacy Settings for Private Events: You have full control over how your private calendar events are synced with Smackdab by choosing one of these options:
Private as Private: Sync private events from your personal calendar to the CRM calendar while ensuring they remain marked as private.
Private as Public: Sync private events as public entries within the CRM calendar.
Do Not Sync Private Events: Completely exclude all private events from being synced to the CRM calendar.
Display Name Configuration: Set a custom display name for your connected calendar. This name is only visible within Smackdab and helps personalize the way your connected calendar appears within the platform.
Connection Status: Easily view the current status of your calendar integration. This helps you identify whether the connection is active or if there are any issues that need your attention.
Access the CRM Calendar: Click the Go to Calendar button to directly open Smackdab’s Calendar module. From there, you can view synced events, search or filter entries, and utilize the full suite of calendar features available in Smackdab.
Remove Personal Calendar: If a calendar connection is no longer needed, you can remove it at any time. This action will simply unlink the calendar from your account without affecting any other CRM features.
With Personal Calendar integration, Smackdab ensures that your scheduling stays consistent, customizable, and effortlessly connected across all your platforms.