Two-way sync with Google Calendar and Outlook

Two-way sync means: appointments booked in Intellivizz CRM appear on your personal Google or Outlook calendar AND busy times on your personal calendar block availability in Intellivizz CRM. This is the most important calendar setting for any business owner.

Connect Google Calendar

  1. My Profile → Calendar Settings

  2. Click "Connect Google Calendar"

  3. Sign in with the Google account you want to sync

  4. Approve the requested permissions (read + write events)

  5. Select which Google calendar(s) to sync — you can sync multiple

  6. Choose direction: read busy times only, write Intellivizz events only, or full two-way (recommended)

Connect Microsoft Outlook

  1. My Profile → Calendar Settings

  2. Click "Connect Outlook"

  3. Sign in with your Microsoft 365 or Outlook.com account

  4. Approve permissions

  5. Choose calendars and sync direction

How sync handles conflicts

  • If a slot is busy on your synced personal calendar, Intellivizz CRM hides it from public booking

  • If two appointments try to book the same slot, the second is rejected automatically

  • Manual events you add directly to Google/Outlook propagate to Intellivizz within ~5 minutes

  • Intellivizz appointments push to Google/Outlook within ~30 seconds

NOTE — Multiple staff = multiple syncs

Each team member needs to connect their own personal calendar in their own My Profile. Round Robin and Collective calendars combine the availability of all connected staff in real time — if any staff member's calendar isn't connected, their busy times can't be respected and they may get double-booked.

Disconnecting and re-syncing

  • Tokens occasionally expire (Google/Microsoft policy) — a banner notifies you to reconnect

  • Reconnecting doesn't delete or duplicate any events — sync simply resumes

  • If you change your Google/Microsoft password, you'll need to reconnect

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