Google Calendar and Outlook

Works with

Google Calendar and Microsoft Outlook calendars

Video links

Google Meet with Google Calendar, Microsoft Teams with Outlook

Sign-in

Your Google or Microsoft account, in a pop-up window

What this does

Connecting Google Calendar or an Outlook calendar to Small Business Chatbot lets the app read your free times and write each booking into that calendar. It also turns on your public booking page, a link people can book from. Once booking is turned on for chat, the chatbot can offer times, book, reschedule and cancel in website chat.

Which calendars work

One calendar account is connected at a time. Bookings go into that account's calendar.

Before you start

• The sign-in for the Google or Microsoft account whose calendar should get the bookings.
• Pop-ups allowed for the app in your browser. The sign-in opens in a new window.

Connect Google Calendar or Outlook

1. Open Calendar Booking

   In the app, open Chat Widget › Calendar Booking. With no calendar connected, the panel shows Connect Your Calendar.

2. Start the sign-in

   Click Connect Calendar. The button reads Opening... and a sign-in window opens.

3. Sign in with Google or Microsoft

   In the window, sign in to the Google or Microsoft account and allow access to its calendar. The window shows Calendar Connected and closes on its own.

4. See the connected panel

   The panel now shows Your public booking page with its link, Copy URL and Open page, and the booking settings under it.

   

Add Google Meet or Microsoft Teams links

With Google Calendar connected, each meeting can get its own Google Meet link. With an Outlook calendar, it gets a Microsoft Teams link. The link is in the calendar event.

1. Find Default Location

   In Chat Widget › Calendar Booking, go to Meeting Messaging and find Default Location.

2. Add the video link

   Click Add Google Meet location or Add Microsoft Teams location, whichever your calendar shows. The button changes to Google Meet location added or Microsoft Teams location added, and the line above it reads "A new Google Meet link will be created for each meeting." (or Microsoft Teams).

3. Save

   Click Save Changes at the bottom of the panel.

To stop adding video links, click the added location again and save. A link or address typed into Default Location is used instead of the automatic Google Meet or Teams link, and the booking form skips the location question.

Your public booking page

The top card, Your public booking page, shows the page's link. Copy URL copies it and Open page opens it. The app makes the link. The first time you save a Default Meeting Title in Calendar booking, the link gets a readable ending made from that title, and keeps it from then on.

People pick a free time on the page and book. The booking lands in your Google Calendar or Outlook calendar.

People reach the page through its link. It asks search engines to keep it out of their results.

Test it

1. Book from the booking page

   In Chat Widget › Calendar Booking, click Open page. Book a time as a visitor would.

2. Find it in your calendar

   Open Google Calendar or Outlook. The appointment is there at the time you picked, with the Google Meet or Teams link if you added one.

Disconnect or switch accounts

The Disconnect calendar card at the bottom of the panel resets the connection, for example to connect a different Google or Outlook account.

1. Start the disconnect

   In Chat Widget › Calendar Booking, under Disconnect calendar, click Disconnect calendar. The card asks Disconnect and delete this calendar connection?

   

2. Confirm or keep it

   Click Yes, disconnect calendar to disconnect. To stop, click Keep calendar connected.

What it does

• Reads free times from Google Calendar or Outlook and books into it, from the booking page and, once booking is on, from website chat.
• Adds a Google Meet or Microsoft Teams link to each meeting, when you add that location.
• Gives each booking its own reschedule and cancel links, while Invitee rescheduling and cancellation is on.
• Starts workflows that use the appointment triggers: booked, rescheduled and cancelled.
• Sets up confirmation and reminder emails as draft workflows from Calendar booking. Nothing sends until you publish one in Workflows.

If something goes wrong