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Setting up calendar integration

Overview​

Calendar integration connects your Google Calendar or Microsoft 365 / Outlook calendar to the platform, enabling availability checking, conflict detection, and automatic creation of meeting events when bookings are confirmed.

note

Only one calendar can be active at a time: either Google Calendar or Microsoft 365 / Outlook. Switching calendars later does not retroactively migrate existing meetings.

Prerequisites​

Before setting up calendar integration, ensure you have:

  • A Google Workspace / personal Google account or a Microsoft 365 / Outlook.com account
  • Access to the My Meetings feature in your Partner Center account

Connecting your calendar​

You can connect your calendar during the initial setup wizard or at any time from Meeting Settings.

Option A: during initial setup​

When you first visit My Meetings, the setup wizard walks you through four steps. On step 2 (Connect calendar), select your calendar provider:

  • Google Calendar: Click Sign in with Google and grant the required permissions.
  • Microsoft 365 / Outlook.com: Select Microsoft 365 / Outlook.com, then click Sign in with Microsoft and grant the required permissions.

Option B: from Meeting Settings​

  1. Navigate to My Meetings from the main menu.
  2. Click the three-dot menu in the top-right corner and select Meeting settings.
  3. Under Calendar settings, select your calendar provider and sign in.

Demo:

What happens after connection​

Once your calendar is connected:

  • Availability checking: The platform checks your calendar for conflicts when invitees try to book, so only genuinely free slots are shown.
  • Automatic event creation: Confirmed bookings create calendar events in your connected calendar automatically.
  • Notetaker scheduling: The platform automatically schedules notetakers for your upcoming meetings.
  • Meeting insights: AI-powered summaries and transcripts are generated for recorded meetings.

Choosing a meeting app​

After connecting your calendar, select your default video conferencing app:

  • Google Meet: Recommended for Google Workspace users.
  • Zoom: Requires a Zoom account.
  • Microsoft Teams: Recommended for Microsoft 365 / Outlook users and Teams-based organizations.

Your chosen app is used to generate video conference links for all Video meeting event types.

Managing your calendar connection​

Viewing your connected calendar​

Navigate to My Meetings → Meeting Settings to view your connected calendar status.

Disconnecting your calendar​

  1. Go to My Meetings → Meeting Settings.
  2. Click on your connected calendar.
  3. Select Disconnect.
note

Disconnecting your calendar will stop automatic notetaker scheduling for future meetings.

Switching calendar providers​

To switch from Google to Microsoft (or vice versa):

  1. Disconnect your current calendar in Meeting Settings.
  2. Connect the new calendar provider following the steps above.

Meetings already scheduled through the platform are not migrated to the new calendar. Only new bookings going forward will use the new calendar.

Troubleshooting​

My calendar events aren't syncing

Try disconnecting and reconnecting your calendar. Ensure you've granted all required permissions during the connection process.

I don't see the Connect Calendar option

Ensure you have the appropriate permissions in your account. Contact your administrator if the option is not available.

Microsoft sign-in is failing

Ensure your Microsoft 365 account has calendar access permissions enabled by your IT administrator. Use your work email when authenticating. Personal Outlook.com accounts are also supported.