How to schedule appointments using Google Calendar
Summary
Solatech Focus gives you the ability to schedule appointments that will be shown on your Google Calendar. Users
may schedule appointments for themselves and other users on their
account.
Instructions
- Once one or more users have connected their Google calendar, a button will be shown on the Home screen called Schedule Appointment
- Clicking this button will bring up the Scheduler window
- The drop-down menu Schedule for: will contain a list of all account users with connected calendars. Only users who have connected their Solatech accounts to a Google account, will appear
- Click on the appropriate user
- File in title, date and time.
Note: Clicking on the globe icon will allow you to change your time zone. If no time zone is selected, Solatech Focus will automatically use the time zone on your computer.
3. Select the appropriate customer from the list
4. Customer address will auto populate with the values found in the customer record.
5. Enter any applicable notes in the Description field
6. Clicking the link Open my Google Calendar will allow a user to check time availability
7. Click Apply to schedule appointment.
Additional areas to schedule appointments
- Customer Details screen
8. From
within a Quote, Sale or Order. Note that scheduling from within a
Quote, Sale or Order will allow you to select from multiple types of appointments using a drop down menu.
Applies To:
- Solatech Focus
Related Articles
Connecting your Solatech Focus account to Google Account
Summary Individual users of Solatech Focus can connect their Focus account to a Google account (including Google Workspace accounts) for integration with Google Email and Calendar. This enables said user to schedule appointments that will be shown on ...How to use Google Calendar with Outlook Calendar
Summary Google Calendar integration is supported in Solatech Focus. For client's who wish to use Outlook, it is possible to view your Google Calendar in a side by side view with Outlook. This knowledge base article provides additional information on ...Setting up Google Calendar and Gmail
Summary Solatech Focus users can integrate with Google Calendar to schedule appointments through the system. If you are using Gmail as your mail provider, you can set that up in the same step. This knowledge base article will provide instructions on ...Work-around for appointment reminders in Google Calendar
Summary Solatech Focus gives you the ability to connect Google Calendar with your Focus account. Once setup is completed, users may schedule appointments for themselves and other users on their account. Many users want to take this a step further ...Google SMTP Email Access Change
Summary: Google announcement: Beginning September 30, 2024: third-party apps that use only a password to access Google Accounts and Google Sync will no longer be supported. This decision comes from Google, not Solatech. It's purpose is enhanced ...