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Connecting Email Accounts to Meetings

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Nik Schultz
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In order to use Meetings, you will need to connect your email account.

You can connect either a Gmail account or an Office 365 account.

This article will detail how to connect email accounts to Meetings.


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Connecting Gmail Accounts

To connect a Gmail account to Meetings, do the following: 

  1. In SharpSpring's top toolbar, click
    Meetings > Manage Meetings.
  2. Click Get Started.
  3. Click Sign in with Google.
  4. Sign in with the desired Google account.
  5. Click Allow.
  6. Select the desired calendar from the Select Primary Calendar drop-down menu.
  7. Select additional calendars to use in the Sync Other Calendars text field.
  8. Click the desired weekday the Select General Availability calendar.
  9. Click-and-drag the time block to the desired start time.
  10. Drag the menu's  menugrab.png  Length setting to the desired starting and ending times for the time block.
  11. Click Finish.
  
Click to enlarge.
Note: Click  trash.png  Delete to remove a time block from your availability calendar.

Once connected, you will need to create a meeting to serve as your primary meeting. For more information on creating meetings, refer to Creating and Previewing Meetings.


Connecting Office 365 Accounts

To connect a Microsoft Office 365 account to Meetings, do the following:

  1. In SharpSpring's top toolbar, click
    Meetings > Manage Meetings.
  2. Click Get Started.
  3. Click Sign in with Office 365.
  4. Sign in with the desired Microsoft account.
  5. Select the desired calendar from the Select
    Primary Calendar     drop-down menu.
  6. Select additional calendars to use in the Sync
    Other Calendars     text field.
  7. Click the desired weekday the Select General
    Availability     calendar.
  8. Click-and-drag the time block to the desired
    start time.
  9. Drag the menu's  menugrab.png  Length setting to the desired starting and ending times for the
    time block.
  10. Click Finish.
  


Click to enlarge.
 
Important: Your Microsoft account must be an Office 365 account with cloud-hosted email. SharpSpring's Meetings feature does not support self-hosted Microsoft Exchange servers.
 
Note: Click  trash.png  Delete to remove a time block from your availability calendar.
 

Once connected, you will need to create a meeting to serve as your primary meeting. For more information on creating meetings, refer to Creating and Previewing Meetings.


Disconnecting Email Accounts

You can disconnect your email account from Meetings at any time. To disconnect your email account, do the following:

  1. In SharpSpring's top toolbar, click
    Meetings > Manage Meetings.
  2. Click  12pencil.png  Edit in the Account section.
  3. Click Disconnect Account.
  4. Click Disconnect in the modal window that appears.
  
Click to enlarge.

Be aware that the following will occur once you disconnect your email account:

  • All meeting types will be deactivated.
  • Links to shared meetings will no longer be active.
  • Booking future meetings during deleted availability times will result in error.
  • Booked meetings will be set to only be visible on the connected third-party calendar.

Also, reconnecting your calendar will restore booked meetings that were deactivated during disconnection.

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