Difference between revisions of "Client Google Calendar"

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(Created page with "= Get Google Calendar Link = Steps to get Google Calendar Link: * Open google calendar in your web browser (https://www.google.com/calendar) * Locate the calendar you want to...")
 
 
(One intermediate revision by the same user not shown)
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= Get Google Calendar Link =
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Guide on how to add your Google Calendars to the EquisoftLive Client portal. Once calendars have been added your Clients will be able to view the information on their own calendar once they sign in.
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== Get Google Calendar Link ==
  
 
Steps to get Google Calendar Link:
 
Steps to get Google Calendar Link:
 
* Open google calendar in your web browser (https://www.google.com/calendar)
 
* Open google calendar in your web browser (https://www.google.com/calendar)
* Locate the calendar you want to use on your Equisoft Live Client's Portal and hover your mouse over it under the "My Calendars Heading"
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* Locate the calendar you want to use on your EquisoftLive Client's Portal and hover your mouse over it under the "My Calendars Heading"
 
:[[File:1_Google_Calendar.png|400px|thumb|right|Step 1]]
 
:[[File:1_Google_Calendar.png|400px|thumb|right|Step 1]]
 
* Click the small arrow to the right of the calendar name
 
* Click the small arrow to the right of the calendar name
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* Locate the "Private Address" Section and click the XML button
 
* Locate the "Private Address" Section and click the XML button
 
:[[File:GoogleCalendarPrivateXMLLink.png]]
 
:[[File:GoogleCalendarPrivateXMLLink.png]]
* Copy the link as it will be used later in Equisoft Live
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* Copy the link as it will be used later in EquisoftLive
 
: [[File:GoogleCalendarCopyLink1.png]]
 
: [[File:GoogleCalendarCopyLink1.png]]
  
= Add The Calendar to Equisoft Live =
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== Add The Calendar to EquisoftLive ==
* Sign in to your Equisoft Live account
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* Sign in to your EquisoftLive account
 
* Navigate to Settings > Clients > Client Calendars
 
* Navigate to Settings > Clients > Client Calendars
 
* Click the Add Calendar Feed Button
 
* Click the Add Calendar Feed Button
 
:[[File:EquisoftLiveAddCalendarFeed1.png|400px|thumb|right|Add Calendar Feed]]
 
:[[File:EquisoftLiveAddCalendarFeed1.png|400px|thumb|right|Add Calendar Feed]]
* A popup will appear where you can paste the link you copied in earier steps
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* A popup will appear where you can paste the link you copied in earlier steps
 
* Paste this link into the Link box
 
* Paste this link into the Link box
 
* Add a description e.g. Training, Holidays etc.
 
* Add a description e.g. Training, Holidays etc.
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* Click Save. You have now added the Calendar feed which will be displayed on the Client Portal's calendar
 
* Click Save. You have now added the Calendar feed which will be displayed on the Client Portal's calendar
  
= Viewing Client Portal =
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== Viewing Client Portal ==
 
* Sign into the client portal either using https://secure.equisoftlive.com/Clients/ or another link you have been provided with
 
* Sign into the client portal either using https://secure.equisoftlive.com/Clients/ or another link you have been provided with
 
* The items should now be displayed on the Calendar
 
* The items should now be displayed on the Calendar
 
: [[File:ClientPortalCalendarWithFeed.png|400px|thumb|left|Sample Calendar]]
 
: [[File:ClientPortalCalendarWithFeed.png|400px|thumb|left|Sample Calendar]]

Latest revision as of 12:37, 15 March 2021

Guide on how to add your Google Calendars to the EquisoftLive Client portal. Once calendars have been added your Clients will be able to view the information on their own calendar once they sign in.

Get Google Calendar Link

Steps to get Google Calendar Link:

  • Open google calendar in your web browser (https://www.google.com/calendar)
  • Locate the calendar you want to use on your EquisoftLive Client's Portal and hover your mouse over it under the "My Calendars Heading"
Step 1
  • Click the small arrow to the right of the calendar name
  • Click Calendar Settings
ClientCalendarLink.png
  • Locate the "Private Address" Section and click the XML button
GoogleCalendarPrivateXMLLink.png
  • Copy the link as it will be used later in EquisoftLive
GoogleCalendarCopyLink1.png

Add The Calendar to EquisoftLive

  • Sign in to your EquisoftLive account
  • Navigate to Settings > Clients > Client Calendars
  • Click the Add Calendar Feed Button
Add Calendar Feed
  • A popup will appear where you can paste the link you copied in earlier steps
  • Paste this link into the Link box
  • Add a description e.g. Training, Holidays etc.
  • Style: Choose an icon. This icon will be used on the client portal and will use a style and icon as shown in the example
Add Calendar Feed Two.png
  • Click Save. You have now added the Calendar feed which will be displayed on the Client Portal's calendar

Viewing Client Portal

Sample Calendar