> ## 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.

# Calendar & Scheduling — User Guide

> Connect Google or Microsoft calendars for two-way event sync and meeting scheduling inside Community Engagement.

## 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

## 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 (see [Choosing a Calendar](#choosing-a-calendar))
5. Click **Schedule** — the meeting is created on the selected calendar and logged as a CE activity

### Choosing a Calendar

The calendar picker shows two kinds of options:

* **Your personal calendars** — any Google or Microsoft calendars you connected via OAuth on the Calendar Connections page.
* **Organization Calendar** — appears only when your organization has connected Google Workspace with calendar enabled and your work email's domain matches the Workspace primary domain. Selecting this option creates the event through the organization's Google Workspace connection instead of your personal OAuth grant.

If your admin has not enabled the organization calendar, or you sign in with an email outside the Workspace domain, only your personal calendars appear. Availability overlay (free/busy) is currently shown only for personal calendars; choose a personal calendar first if you need to see existing busy windows before booking.

### Adding a Follow-up Task

When you schedule a meeting from a personal calendar, the dialog includes a collapsible **Follow-up task** section so you can create a reminder task in the same step.

1. Expand **Follow-up task** in the Schedule Meeting dialog.
2. Check **Create a follow-up task for this meeting**. If your admin has enabled auto-create, this is on by default.
3. Adjust the **Due date** — it defaults to the meeting date plus the org's default follow-up days (typically 3).
4. Optionally pick an **Assignee** from your organization. Leave it blank to assign the task to yourself.
5. Click **Schedule**. The meeting is created on the calendar and the follow-up task appears in the assignee's task list with a notification.

The follow-up task is created with priority **medium** and status **open**, and is linked back to the calendar event so you can trace it on the activity timeline. If the calendar push succeeds but task creation fails, you'll see a warning toast — the meeting itself is still booked.

The Follow-up task section is not shown when you choose the **Organization Calendar** option.

## Viewing Calendar Events

Synced calendar events appear in:

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

## 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

## Permissions Required

| Action                 | Permission             |
| ---------------------- | ---------------------- |
| Connect a calendar     | `ce.calendar.connect`  |
| Schedule meetings      | `ce.calendar.schedule` |
| View calendar events   | `ce.calendar.view`     |
| View all users' events | `ce.calendar.view-all` |