Connecting and Using Google Calendar in Tradify Web

You can connect with Google Calendar to see your external appointments in the Scheduler. 
Additionally, you’ll be able to see external appointments of any Staff Member who is also connected. 


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Note: This feature is only available on Tradify's web platform.

Connecting Google Calendar to Tradify

Open your Staff Member Information which can be accessed by clicking on the company name at the top of the main navigation. 

When the popup opens, you’ll see a Connect Google Calendar button, click it.

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You’ll then be asked to log in to your email account (if you haven’t already). Choose the Google account associated with the Calendar you'd like to see in Tradify. You'll then need to allow permission for Tradify to connect with your Google account.  

 

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Once permissions are allowed, your Staff Member Information popup will refresh and you'll then see new under External Calendars.

Connected.jpeg

 

Changing your privacy settings in Tradify

To change what external appointment information is shown to other company users, open your Staff Member Information. This can be accessed by clicking on the company name at the top of the main navigation. 

In the popup, under External Calendars you’ll see the Visibility To Others dropdown, click it.

You can choose to show users either:

  • Basic appointment information. 
  • Have your external appointments show as ‘Busy’. 

Settings-Privacy.jpeg

 

Change which Google Calendar is visible

To change which of your Google Calendar's is shown in Tradify, open your Staff Member Information. This can be accessed by clicking on the company name at the top of the main navigation. 

In the popup, under External Calendars you’ll see the Calendar dropdown, click it.

By default, your primary Google Calendar will be shown, to change it, select the desired Calendar and click Save.

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See if a Staff Member is connected to Google Calendar 

When a Staff Member is connected to Google Calendar you'll be able to see their external appointments in the Scheduler.

You can see if a Staff Member is connected to Google Calendar by heading over to Settings, then open Staff Members. Once there, click the Staff Member’s name. 

Under External Calendars you'll see a connection status that will either say Connected or Not Connected:

Staff-Connected.jpeg

Note: Before you can see if a Staff Member is connected (or not), you'll need to connect your Tradify Account to Google Calendar and be an Admin user. 


Hiding and showing Google Calendar appointments 

Head over to the Scheduler screen. Above the calendar, you’ll see a toggle next to the refresh button. Click this toggle to hide and show external appointments in the Scheduler.

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Note: This functionality will only be available if your Tradify Account is connected to Google Calendar. 

 

Disconnecting Google Calendar from Tradify

To disconnect Google Calendar from your Tradify account, open your Staff Member Information. This can be accessed by clicking on the company name at the top of the main navigation. 

In the popup, under External Calendars you’ll see the Disconnect Google Calendar link, click it. You'll then be asked to confirm the disconnection. Click, Disconnect.

Your account will be disconnected from Tradify and external appointments will no longer show in your Scheduler.

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