Connecting your Gmail to Follow Up Boss will unlock calendar syncing for appointments and tasks.
If your Follow Up Boss account is connected to Google Apps or Gmail account, tasks with a date and time in Follow Up Boss will appear in Google Calendar. Tasks without a time, e.g. action plan tasks, will not appear in Google Calendar.
When a task is synced to your Google Calendar, the Google symbol will appear next to the time of the task. Click the icon to go to the event in your Google Calendar. From Google Calendar, the event can be edited to set up alerts.
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.
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 the event description.
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 Settings page, using the disconnect option.
- Make sure you are looking at the same Google Calendar account as the Google account you have connected to Follow Up Boss.
- Confirm the "Follow Up Boss" calendar is turned on.
- Check that the task or event has a data and time in Follow Up Boss.
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.
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.
To resolve this issue, make sure "Follow Up Boss" is checked on your Google Calendar Sync Settings.