Before you start
- A Google account that can see the calendar you want bookings in.
- Use a shared or business account rather than a personal one where you can. A calendar connected with somebody’s personal login stops working when they leave.
- Your real availability already in that calendar, since your agent books whatever the calendar says is free.
Steps
1
Open the app store
In your dashboard, open the app store and choose Google Calendar.
2
Sign in to Google and allow access
Sign in with the account that owns the calendar and allow Brilo the access it asks for. You are signing
in to Google, not giving Brilo your password.
3
Choose the calendar
Pick which calendar this connection uses. If several staff take appointments, connect each calendar you
want your agent to be able to book into.
4
Add the booking action to your agent
A connection on its own does nothing. Add the appointment action in your agent’s Actions tab and
point it at this calendar. See Book appointments.
5
Book a test appointment
Call your agent, book a slot, and check it appears in the right calendar at the right time.
You will know it worked when
- Google Calendar shows as connected in the app store.
- A test booking appears in the calendar you expected.
- A time already busy in that calendar is not offered to a caller.
Using more than one calendar
Connect each calendar separately, then decide how your agent chooses between them. Keep the caller’s side of that decision simple: asking “which of our six therapists would you like?” on a phone call is slower than it sounds, and most callers just want the first available slot. A common arrangement is one calendar per person plus a rule in your instructions about who gets what kind of appointment.What else you can do here
- Book appointments using this connection.
- Send a confirmation once a booking is made.
- Connect your other tools from the same app store.
- Set up appointment scheduling end to end.
If it did not work
The calendar does not appear after connecting. You may have signed in with an account that cannot see it. Check which Google account you used, and that the calendar is shared with that account. Bookings go to the wrong calendar. The action points at a different connection than you think. Check the action in your agent’s Actions tab rather than the connection itself. The connection stopped working. Access can expire or be revoked, often when a password changes or somebody leaves. Reconnect it in the app store. Anything else: An action did not run.FAQ
Can one agent use more than one Google Calendar?
Can one agent use more than one Google Calendar?
Yes. Connect each calendar you want it to use, and your agent can book into any of them. That is how
businesses let one agent book several members of staff without building an agent each.
Do I need to be the calendar owner to connect it?
Do I need to be the calendar owner to connect it?
You need an account that can see and edit the calendar. A calendar shared with you works. Prefer a
shared business account over a personal one, because a personal connection breaks when that person
leaves.
Does Brilo see all my calendar events?
Does Brilo see all my calendar events?
Brilo uses the calendar to work out what is free and to add bookings. Do not treat a connected calendar
as private: if it holds sensitive event titles, connect a dedicated bookings calendar instead.
What happens if I disconnect the calendar?
What happens if I disconnect the calendar?
Your agent stops being able to check availability or book, so any booking action using it fails. Nothing
already in your calendar is affected. Tell your agent what to do instead if you plan to disconnect.
Why does my calendar not appear after connecting?
Why does my calendar not appear after connecting?
Almost always the wrong Google account. Check which one you signed in with, and that the calendar is
shared with it. Reconnecting with the right account fixes it.
Does connecting a calendar cost extra?
Does connecting a calendar cost extra?
No. Connecting tools is included, though the app store needs Pro or above. See
Plans and what they include.
Related
- Book appointments as the next step
- Connect your tools for everything else in the app store
- Appointment scheduling recipe for the full setup
- An action did not run if bookings stop appearing
