Calendar & Scheduling — User Guide

Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

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Connecting Your Calendar

1. Navigate to CE → Settings → Calendar Connections
2. Click Connect Google Calendar or Connect Microsoft Calendar
3. Authorize access in the OAuth popup
4. Select which calendars to sync
5. Toggle Sync Enabled to start syncing events

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Scheduling a Meeting

1. Open any contact, lead, or partner detail page
2. Click the Schedule Meeting button (requires ce.calendar.schedule permission)
3. Fill in: title, date/time, attendees, location, notes
4. Select which calendar connection to use
5. Click Schedule — the meeting is created on your external calendar and logged as a CE activity

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Viewing Calendar Events

• The activity timeline on contact/lead/partner detail pages
• Calendar events are marked with a calendar icon indicator

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Managing Connections

• Disconnect: Click the disconnect button on any connection card
• Toggle Sync: Enable/disable syncing without disconnecting
• Refresh: Connections sync automatically at your organization’s configured interval

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Permissions Required