Bring your schedule together

Before you start#

Connect your own Google Calendar or Outlook Calendar, or use an eligible calendar explicitly shared with you. You need access to an owned calendar in its original service. Workspace billing reminders can appear without a connected calendar.

Displaying a calendar and sharing it are separate choices. Shared calendars are view only; Busy times only hides event titles and details. Event changes require an eligible calendar you own, the necessary permissions, and the controls shown for that event.

Find an appointment#

1. Open Calendar and check the selections under Calendars. For a calendar shared with you, turn it on under Shared with you.
2. Choose the calendar view you need and move to the date, or select Today.
3. Open an event to review its available title, time, calendar and details. Busy-only access shows Busy without private details. Check the time zone when coordinating with someone elsewhere.
4. For an owned event, if appropriate and permitted, link it to a client, opportunity, contact or teammate and select Save links. Shared events do not offer these controls.
5. Use Refresh calendar to check the latest available events.

Review an event change#

Use New event, Edit event, or Cancel event only when the action is available. Review the calendar, title, dates, time zone, and the confirmation shown before applying the change. A calendar change may affect other attendees.

Google Calendar changes appear in AgencyOS immediately, then sync in the background. Wait until the change is saved before closing the page; saved changes can finish after you leave. After syncing finishes, refresh and check the result: reopen a created or edited event, or confirm that a canceled event is no longer shown. Linking an event to a client changes its workspace association; it does not by itself reschedule the appointment.

Missing or unavailable events#

Check selected calendars and the visible date range first. If only some calendars fail, use the warning to identify the affected connection; the rest of the schedule may still be available. Ask an admin to review the calendar selection or reconnect only when necessary.

If AgencyOS cannot confirm that a Google change was saved, use Check status or Retry saving this change when offered. Keep the page open and reuse that control rather than starting another event change. If Review current Google state appears, select it and inspect the refreshed calendar. Only if you want to keep that result, select I reviewed the current state and want to keep it, then Use current Google state. Acknowledging releases pending work without repeating or undoing the change. If the result is wrong or still uncertain, contact support before creating another appointment.

For an Outlook change whose review dialog stays open, use Retry change for the same reviewed request. If the dialog says the change was saved but the calendar could not refresh, select Refresh calendar. Check the result before another attempt.