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  1. Follow Up Boss - Help Center
  2. Getting Started
  3. Calendar & Appointments

Becca Hancock
  • Updated

Connecting your Gmail to Follow Up Boss will unlock calendar syncing for appointments and tasks.

Note: If you have a connected Gmail but are not seeing the calendar sync, disconnect and reconnect your email from the My Settings page. 

 

Tasks

If your Follow Up Boss account is connected to Google Apps or Gmail account, tasks with a date and time (excluding all-day events) in Follow Up Boss will appear in Google Calendar. Tasks without a time, e.g. action plan tasks, will not appear in Google Calendar.

Synced tasks will include the contact's name, email address, and Follow Up Boss profile link. In addition, changes made to the task in Follow Up Boss will be synced to your Google Calendar. 

 

Appointments

Once connected, you will see your Google appointments in Follow Up Boss, and new appointments created in Follow Up Boss will be added to your Google Calendar. In addition, any synced appointments will have the Google symbol to navigate to your Google Calendar quickly.

Synced appointments will include the name, date, time, location, invitees' email addresses, and event description. 

 

FAQs

Which calendar is synced?
The primary calendar associated with your connected email is synced to Follow Up Boss. 
How do I set recurring appointments?
Recurring appointments should be set in Google Calendar and synced to Follow Up Boss.
Are events removed from Google Calendar still showing in Follow Up Boss?

Suppose you run into a situation where events you've removed from your Google Calendar are still flowing into your Follow Up Boss calendar. In that case, you'll want to disconnect and reconnect your Google connection to clean up the sync. You'll be able to disconnect your email from the My Settings page, using the disconnect option. 

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Is Google Calendar not Syncing?
  1. Make sure you are looking at the same Google Calendar account as the Google account you have connected to Follow Up Boss.
  2. Confirm the "Follow Up Boss" calendar is turned on.
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  3. Check that the task or event has a data and time in Follow Up Boss.
Google Calendar Appointments Not Syncing?

Not all Google Calendar appointments are syncing to FUB (with the G in the upper right-hand corner of an event in FUB). To resolve this issue, check the setting below in Google Calendar. 

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How far in the past and future does the calendar sync? 

Follow Up Boss will sync your calendar from 6 months prior (to connecting your email) to 2 years into the future. If your email is disconnected and reconnected, the timeframe is reset. To keep the 2 years into the future rolling date, every 2 weeks, another 2 weeks is added to the timeframe. 

What Syncs from Google Calendar to Follow Up Boss?
Only Events will sync from Google Calendar to Follow Up Boss. Other things created in Google Calendar such as Focus Time, Out of Office, Tasks, and Appointment slots will not sync into FUB.

Appointments created outside of Follow Up Boss will not appear as an Appointment on a Lead's Profile page but will count for Appointment Reporting. They will display [hidden for privacy] in the Appointments Report. 

Manually created Tasks in Follow Up Boss must include a date and time to be synced to the Google Calendar. Action Plan Tasks will not sync to the Google Calendar. 
Why are tasks and appointments not syncing to my iPhone?

To resolve this issue, make sure "Follow Up Boss" is checked on your Google Calendar Sync Settings.

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