Connecting Your Google or Outlook Calendar
Ensure COFFEE CRM knows when you are busy so prospects cannot book over your existing meetings.
For: All Users
Time: 5 minutes
Instructions
1
Go to Integrations
Click Settings > Integrations. Connect your Google or Microsoft account if you haven't already.
2
Navigate to Calendar Settings
Go to Settings > Calendars. Click the "Connections" tab at the top.
[SCREENSHOT NEEDED: Connections tab in Calendar Settings]
3
Select Your Primary Calendar
Under your connected account, select the specific calendar you want COFFEE CRM to check for conflicts (e.g., your main work calendar).
[SCREENSHOT NEEDED: Primary calendar dropdown selection]
4
Set the Sync Option
Choose "Two-way sync" if you want appointments booked in COFFEE CRM to show up on your Google/Outlook calendar.
What Success Looks Like
- Your calendar shows as "Connected" and "Two-way sync".
Common Mistakes
- × Connecting the Google account but forgetting to select the specific primary calendar in the Calendar settings.
Last updated: 10/1/2026