Calendar Integration Area

Within the Mastermind Business Hub, you can seamlessly connect your user-level integrations, such as third-party calendars and video conferencing apps, as well as account-level integrations like Google Organic Booking and Local Services Ads, with ease and convenience.

What's New?

To simplify the integration and calendar setup process, we have launched the following enhancements:

• Consistent Integration Experience: Across the My Profile page, My Staff page, and Calendar Connections.
• Streamlined UI and UX: Enhances understanding of the integration process.
• Comprehensive Validations: Reduce synchronization issues, ensuring a smoother integration experience.
• Detailed Feedback: Allows users to better understand the changes they're making.
• Processing Tag: Displayed during calendar syncing to prevent further actions until the sync process is complete, ensuring uninterrupted synchronization.
• Improved User Journey: Essential illustrations and tooltips enrich the user experience.

How to Use?

You can integrate your calendar from two locations:

1. Settings > My Profile > Calendar Settings

2. Calendars > Calendar Settings > Connections Tab

To Integrate:

1. Click on Add new and then Connect
2. Choose your integration.
3. Enter your credentials and complete the integration.
4. Configure your calendar settings for accurate event syncing.

Multiple Accounts per Integration Type: Users can connect multiple Outlook or iCloud accounts within a single account, improving scheduling flexibility.

Reconnect Flow for Calendar Integrations

The Reconnect Flow simplifies managing calendar and video conferencing integrations by allowing you to resolve connection issues directly within the page. Instead of navigating to a different page, you can quickly fix any disconnection issues with just a few clicks, improving efficiency and minimizing downtime. Click the "Fix This" banner located at the top of the screen, select the relevant integration, and follow the authentication process to reconnect.

Benefits

• Efficiency: Quickly and easily integrate calendars and services without confusion.
• Reliability: Fewer synchronization issues due to comprehensive validations.
• Clarity: Detailed feedback and tooltips provide a clearer understanding of the process.
• Convenience: Integration steps are consistent across different pages, making it easier to navigate and use.

Pro Tips

• Double-Check Integrations: Ensure all credentials are entered correctly to avoid synchronization issues.
• Monitor Sync Status: Pay attention to the processing tag to know when the sync is complete.
• Utilize Tooltips: Use the provided tooltips for additional guidance during the integration process.
• Regularly Update Integrations: Keep your third-party integrations updated to maintain smooth syncing.

FAQ/Use Cases

• How do I integrate my calendar?
  • Navigate to Settings > My Profile > Calendar Settings or Calendars > Calendar Settings > Connections Tab, click ADD NEW, choose your integration, and enter your credentials.
• What should I do if my calendar is not syncing?
  • Check for detailed feedback provided during the integration process and ensure all information is correctly entered.
  • Will calendar events update in real-time?
  • Yes, once properly integrated, your events will sync automatically. In some cases, syncing may take a few minutes depending on the platform.