How do I pull client appointments from Google Calendar into the Drake Software Scheduler? How do I push them from the Scheduler into Google Calendar?
Review these points before trying to move appointments between the Drake Scheduler and Google Calendar:
- Logged-in preparer.
- An appointment can be pushed or pulled
- Only for the preparer logged into the Scheduler (not for an Admin login).
- Only once - the Scheduler will not push or pull the same appointment a second time for the preparer.
- Pulling appointments from Google Calendar.
- Your Google Calendar appointments must have a title. A Google appointment without a title appears on your Google Calendar as "(No Title)" and is ignored by the Scheduler.
- You can select which appointments to pull from Google Calendar.
- Pushing appointments to Google Calendar. You cannot select which future appointments are sent to Google Calendar. All future appointments for the logged-in preparer are sent.
Open the Drake Scheduler (click Scheduler on the Drake Home window toolbar).
Initial setup. Complete these steps only once, before your first pull or push:
- Click Setup on the Scheduler toolbar and select the Appointment tab. From the Select external calendar drop list, select Google.
- Click OK to save the selection.
To pull or push appointments. Click the Push/Pull icon on the toolbar to begin moving appointments between the Scheduler and Google Calendar.
To pull appointments, select Pull future appointments from Google.
- At first use of either pull or push with Google,
- If prompted by your browser, log in to Google.
- When prompted by your browser that "Drake Scheduler would like to manage your calendars", click Accept.
Google log in and access permission may not be required in subsequent uses.
- At the prompt Select a calendar to use, select your Google gmail address from the drop list and click OK.
- Select the appointments you want to pull from those displayed.
- Click Import.
To push appointments, select Send future appointments to Google.
- At first use of either pull or push with Google,
- If prompted by your browser, log in to Google.
- When prompted by your browser that "Drake Scheduler would like to manage your calendars", click Accept.
Google log in and access permission may not be required in subsequent uses.
- At the prompt Select a calendar to use, select your Google gmail address from the drop list and click OK.
- A message confirms that the appointments have been sent. (You cannot select which to send - all future appointments for the logged in preparer are sent.)
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