Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.
This article explains how to sync your Google or Microsoft Outlook calendar with Appointment Schedulers in AMS+ to help prevent double-booking.
For more on Appointment Schedulers, including training and related resources, see this feature overview.
Requirements
- Appointment Schedulers must be activated in My Agency Settings. Learn more.
- You must have a connected Google or Microsoft Outlook account in AMS+. Learn more.
- To view synced appointments on your Appointment Schedulers:
- You must be logged into AMS+ as an Agency User or Agent CRM User.
- You must be assigned to at least one Appointment Scheduler. Learn more.
How to sync your calendar with Appointment Schedulers
When your Google or Outlook calendar is connected to AMS+, events marked as "Out of Office" or "Busy" will automatically block off time in all Appointment Schedulers assigned to you. This helps prevent clients from booking appointments during unavailable times.
Note: This is a one-way sync. Appointments scheduled in AMS+ will not appear in your Google or Outlook calendar.
To display your AMS+ appointments in your external calendar, use the iCal feed. Learn more.
Legacy components
The following content applies only to accounts still using Sales Records. If you're unsure whether this applies to you, check your subscription package on the Subscription page. Accounts on Enhanced Records will show a package type that includes "+ Enhanced Records" (e.g., Accelerate + Enhanced Records). If your package does not include "+ Enhanced Records," this section applies to you.
Legacy components in this section:
- Sales Enablement Visible permission — accounts using Sales Records
Sales Enablement Visible permission
To access the Appointment Scheduling tab, your assigned Security Group must also have the Sales Enablement Visible permission.