*** title: Google Calendar Integration description: >- Connect your Google Calendar to Gail for seamless scheduling and automated calendar management ------------------- ## Overview The Google Calendar integration enables Gail to manage your scheduling seamlessly by syncing your availability and automating meeting bookings. This integration allows Gail to check your calendar in real-time, schedule appointments during available slots, and prevent double-bookings. ### Key Benefits **Real-Time Availability**\ Gail automatically checks your Google Calendar to determine your availability before scheduling appointments. This ensures that meetings are only booked during your open time slots, eliminating scheduling conflicts. **Automated Scheduling**\ Say goodbye to the back-and-forth of finding meeting times. Gail can book appointments directly on your calendar during conversations, creating calendar events with all necessary details including meeting links and participant information. **Flexible Availability Management**\ Configure your default working hours, set day-specific availability, and add date overrides for holidays or special schedules. Your calendar settings adapt to your unique workflow. *** ## Setup Requirements Before you begin, ensure you have: * An active Gail account * A Google account with Google Calendar access * Admin or calendar management permissions in Gail *** ## Setting Up the Integration ### Step 1: Access Integrations Menu 1. Sign into your [Gail account](https://gail.lula.com) 2. Click the **Integrations** option from the main navigation ### Step 2: Navigate to Calendar Settings 1. Click on the **Calendar** section to view calendar-related integrations 2. Select **Gail** to open its integration settings ### Step 3: Add User to Calendar 1. From the dropdown menu, select the Gail user whose calendar you want to configure 2. Click **Add User to Calendar** to proceed with the setup You can configure calendar integration for multiple users in your organization. Each user will need their own Google Calendar connection. ### Step 4: Configure Default Schedule In the calendar configuration section, you'll set up your availability preferences: 1. **Event Setup:** Configure default meeting length or allow bookers to select their own duration 2. **Availability:** Set your working hours for each day of the week * Toggle days on or off to indicate which days you're available * Set specific hours for each available day * Configure your timezone 3. **Assignment Rules:** Define how meetings are assigned to team members 4. **Limits:** Set maximum number of meetings per day or time period ### Step 5: Add Date Overrides For times when your availability changes from your regular schedule: 1. Click **Add an override** at the bottom of the schedule section 2. Set specific dates with different hours 3. This is useful for holidays, vacations, or special events 4. Click **Save** to apply your calendar configuration changes ### Step 6: Connect Your Google Calendar 1. Click **Set your Calendar** to begin linking your Google account 2. Click **Add Google Calendar** to start the connection process 3. An authorization window will appear from Google ### Step 7: Authorize Google Account Access 1. In the authorization window, select which Google account you want to connect 2. Click on your Google account email to proceed with authentication 3. Review the permissions that Gail is requesting (calendar read/write access) 4. Click **Continue** to confirm your Google account selection Make sure you select the correct Google account if you have multiple accounts. Gail will only have access to the calendar associated with the account you choose during this step. ### Step 8: Verify Connection After authorization, you'll return to your Gail application. You should now see your Google Calendar successfully added to your Gail account with a connected status indicator. *** ## How It Works Once connected, the integration works automatically during customer interactions: ### Availability Checking 1. When someone requests a meeting, Gail queries your Google Calendar 2. Available time slots are identified based on your configured schedule 3. Only open slots that don't conflict with existing events are offered ### Appointment Booking 1. Gail proposes available times to the caller or contact 2. Once a time is agreed upon, Gail creates a calendar event 3. The event includes: * Meeting title * Participant details * Meeting duration * Any relevant notes or context from the conversation ### Calendar Sync * Existing events in your Google Calendar block off time in Gail * New appointments created by Gail appear immediately in Google Calendar * Updates or cancellations sync bidirectionally *** ## Testing Your Integration Before using the calendar integration with clients, test it to ensure proper functionality. ### Step 1: Verify Calendar Connection 1. In your Gail account, navigate to **Integrations** → **Calendar** 2. Confirm that your Google Calendar shows as **Connected** 3. Check that your availability settings display correctly ### Step 2: Test Appointment Booking 1. Create a test interaction where Gail needs to schedule an appointment 2. Verify that: * Gail correctly identifies available time slots * Proposed times don't conflict with existing calendar events * Time zone is displayed correctly ### Step 3: Check Google Calendar After booking a test appointment: 1. Open your Google Calendar 2. Verify that the new event appears with correct details 3. Check that time, duration, and description are accurate *** ## What Data Syncs ### From Google Calendar to Gail * Existing calendar events (to block availability) * Working hours and timezone * Recurring meetings * All-day events ### From Gail to Google Calendar * New appointments scheduled during calls * Meeting participant information * Call summaries and context * Meeting links and details *** ## Managing Your Calendar Integration ### Updating Availability You can update your availability at any time: 1. Go to **Integrations** → **Calendar** → **Gail** 2. Modify your working hours, timezone, or default settings 3. Add or remove date overrides 4. Changes take effect immediately ### Disconnecting Google Calendar If you need to disconnect your calendar: 1. Navigate to **Integrations** → **Calendar** 2. Find your connected Google Calendar 3. Click **Disconnect** or **Remove** 4. Confirm the disconnection Disconnecting your calendar will prevent Gail from checking availability or creating new events. Existing events in Google Calendar will not be affected. *** ## Troubleshooting ### Calendar Not Connecting If you're having trouble connecting your Google Calendar: * ✅ Verify you have admin permissions in your Google account * ✅ Check that you selected the correct Google account during authorization * ✅ Ensure pop-ups are enabled in your browser (the authorization window may be blocked) * ✅ Try disconnecting and reconnecting * ✅ Clear your browser cache and cookies ### Events Not Syncing If calendar events aren't appearing correctly: * ✅ Confirm the integration still shows as connected in Gail * ✅ Check that the correct calendar is selected (if you have multiple calendars) * ✅ Verify timezone settings match between Gail and Google Calendar * ✅ Allow a few minutes for sync to complete * ✅ Refresh both Gail and Google Calendar ### Wrong Availability Showing If availability doesn't match your expectations: * ✅ Review your configured working hours in Gail calendar settings * ✅ Check for date overrides that might be affecting availability * ✅ Verify timezone is set correctly * ✅ Ensure existing Google Calendar events are not marked as "Free" time ### Appointment Times Are Incorrect If scheduled appointments show incorrect times: * ✅ Verify timezone settings in both Gail and Google Calendar * ✅ Check that your browser timezone is correct * ✅ Confirm the caller's timezone was captured correctly during the conversation *** ## Best Practices ### Calendar Hygiene * Keep your Google Calendar up-to-date with all commitments * Mark personal time blocks to prevent work meetings during those periods * Use clear event titles so Gail can provide better context during scheduling * Set working hours realistically to prevent burnout ### Availability Configuration * Set buffer time between meetings to avoid back-to-back scheduling * Configure meeting limits to control daily appointment volume * Use date overrides well in advance for planned time off * Review and adjust availability settings regularly based on your needs ### Team Management * If managing multiple users, establish consistent naming conventions * Ensure each team member connects their own Google Calendar * Set clear assignment rules for incoming meeting requests * Monitor calendar usage to optimize scheduling efficiency ### Privacy Considerations * Be mindful of what information syncs between systems * Use private or confidential event settings for sensitive meetings * Review Gail's access permissions periodically * Educate team members on data sharing implications *** ## Need Help? If you encounter issues or have questions about the Google Calendar integration: * Visit the [Gail Support Center](https://support.meetgail.com) * Contact your Gail customer success manager * Email support at [support@meetgail.com](mailto:support@meetgail.com) *** ## Related Resources Set up and customize your first Gail agent Review calls where appointments were scheduled Design conversation flows that include scheduling