Drake Scheduler - Pulling or Pushing Appointments to Google
Article #: 12665
Last Updated: December 05, 2024
Overview
Review these points before trying to move appointments between the Drake Scheduler and Google Calendar:
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An appointment can be pushed or pulled:
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Only for the preparer logged into the Scheduler (not for an Admin login).
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Only once - the Scheduler will not push or pull the same appointment a second time for the preparer.
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When pulling appointments from Google Calendar.
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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.
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You can select which appointments to pull from Google Calendar.
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When 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.
Initial Setup
Complete these steps only once, before your first pull or push:
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Open the Drake Scheduler.
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Click Setup.
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Select the Appointment tab.
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Choose Google in the Select external calendar drop list.
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Click OK to save the selection.
Pull
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Click the Push/Pull icon on the toolbar to begin moving appointments between the Scheduler and Google Calendar.
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Select Pull future appointments from Google.
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If prompted by your browser, log in to Google.
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When prompted by your browser that "Drake Scheduler would like to manage your calendars", click Accept.
Note Google log in and access permission may not be required in subsequent uses.
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At the prompt Select a calendar to use, select your Gmail address from the drop list and click OK.
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Select the appointments you want to pull from those displayed.
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Click Import.
Push
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Click the Push/Pull icon on the toolbar to begin moving appointments between the Scheduler and Google Calendar.
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Select Send future appointments to Google.
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If prompted by your browser, log in to Google.
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When prompted by your browser that "Drake Scheduler would like to manage your calendars", click Accept.
Note Google log in and access permission may not be required in subsequent uses.
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At the prompt Select a calendar to use, select your Gmail address from the drop list and click OK.
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A message confirms that the appointments have been sent.
Caution You cannot select which to send - all future appointments for the logged in preparer are sent.)