Calendar Integration Area

Overview

PXME allows you to connect both user-level integrations (third-party calendars and video conferencing apps) and account-level integrations (Google Organic Booking, Local Services Ads). This ensures your appointments, meetings, and services remain fully synced and easy to manage.

How to Integrate Your Calendar

You can set up calendar integrations from two locations:

• Settings > My Profile > Calendar Settings

• Calendars > Calendar Settings > Connections Tab

Steps to Integrate

1. Click Add New and select Connect.

2. Choose your integration type (Google, Outlook, iCloud, Zoom, etc.).

3. Enter your credentials and complete authentication.

4. Configure your calendar settings to ensure events sync correctly.

✅ PXME supports multiple accounts per integration type (e.g., connect multiple Google or Outlook accounts).

Reconnect Flow for Calendar Integrations

If an integration disconnects, PXME provides a simple fix:

• A “Fix This” banner will appear at the top of the screen.

• Click the banner, select the relevant integration, and re-authenticate.

• This process keeps you in your workflow and avoids unnecessary navigation.

Benefits of Calendar Integration

• Efficiency: Connect calendars and services quickly without confusion.

• Reliability: Built-in validation reduces sync errors.

• Clarity: Tooltips and feedback guide you through setup.

• Convenience: Integration steps are consistent across all sections.

Pro Tips

• Double-check credentials: Ensure login details are correct to avoid failed syncs.

• Monitor sync status: Watch for the “processing” tag to confirm setup is complete.

• Use tooltips: Helpful instructions are available during integration.

• Keep integrations updated: Refresh or reconnect regularly for smooth syncing.

FAQ / Use Cases

Q1: How do I integrate my calendar?
Go to Settings > My Profile > Calendar Settings or Calendars > Calendar Settings > Connections Tab, click Add New, select your integration, and follow the prompts.

Q2: What should I do if my calendar isn’t syncing?
Check setup feedback, confirm your credentials are correct, and use the Reconnect Flow if the integration disconnects.