How Do I Sync My Calendar in the CRM?

  • Updated

Issue

How do I synch my Admissions Calendar to my email provider's calendar?

Environment

Kipu CRM, Admissions Calendar

Resolution

  1. Navigate to the Admissions Calendar and schedule an appointment.
  2. When the modal prompts you to choose Schedule or Schedule and Email, select Schedule and Email.
  3. The Kipu CRM will send an email to the organizer and all appointment attendees. Click on the appointment ICS file, this file will enable your default email provider to add the appointment to its proprietary calendar (e.g. Outlook, Gmail, Apple).

Important
Any appointment reminders must be to be created and customized in your email provider.

Additional Information

For information on creating a calendar appointment, click here

 

 

 

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