Connecting Calendars
Connect your Google or Outlook calendar to Coherence
Calendar: 4 pages
Connect your Google or Microsoft calendar to see your events in Coherence and to create events that sync back to your calendar app.
Supported Providers
- Google Calendar / Google Workspace
- Microsoft Outlook / Microsoft 365
Sync runs both ways: events from your connected calendars appear in Coherence, and events you create in Coherence on a connected calendar are added to your calendar app.
Connect Your Calendar
Step 1: Open Calendar Settings
Go to Settings → Communications → Calendar, then click Connect Calendar.
If you haven't connected a calendar yet, you can also click Connect calendar in the calendar list on the Calendar page.
Step 2: Choose a Provider
In the Connect Calendar dialog, choose Google Calendar or Microsoft Outlook. A sign-in window opens — if nothing appears, check your browser's popup blocker.
Step 3: Authorize Access
Sign in with Google or Microsoft and approve access. Coherence asks for read and write access to your calendars and events, so it can show your events and add the events you create in Coherence.
Coherence never stores your calendar password. We use secure OAuth tokens provided by Google and Microsoft.
Step 4: Pick Calendars
If your account has several calendars, the Select Calendars step lists them with your primary calendar pre-selected. Check the ones you want and click the Add button, which shows how many you picked (for example, Add 2 Calendars).
What Syncs to Your Calendar
- Events you create in Coherence on a connected calendar — including events created with Create Event from a record's calendar tab
- Bookings made through your scheduling links
Managing Connected Calendars
Each connected calendar has a menu with:
| Option | What it does |
|---|---|
| Sync now | Pull the latest events immediately |
| Hide calendar / Show calendar | Control whether the calendar's events appear in Coherence |
| Set as default | Use this calendar for new events |
| Change color | Pick the color its events use |
| Remove calendar | Disconnect the calendar |
| Reconnect | Shown when a calendar has a connection error — re-authorize it |
Linking Events to Records
When you create or edit an event, use the Related Record field to pick a module and a record. The event then appears on that record's calendar tab.
Events you create with Create Event from a record's calendar tab are linked to that record automatically.
Event Details
The event form includes Attendees, Reminders, Visibility, Location, Video conference (a meeting link), and Description. New events get a 15-minute reminder by default.
Troubleshooting
Sync Not Working?
- Open Settings → Communications → Calendar and check the calendar for an error
- If it shows one, use Reconnect from its menu
- Use Sync now to pull the latest events
Events Not Appearing?
- Make sure the calendar isn't hidden (Show calendar in its menu)
- Use Sync now to refresh
- Allow a few minutes after first connecting
Next: Learn how to create events directly from Coherence.