You can integrate Fieldnotes with your Google or Outlook calendar. Once connected, the details you send to Sparky will sync with your calendars to provide reminders for your appointments and follow ups.
- Once logged in, simply navigate to your Profile (upper right corner) and navigate to Settings.
- On the Settings Page, you will see a "Connect To Calendar" area that will have links to connect directly to your Google® or Microsoft® account. You will connect through authenticating your account.
- Clicking either of these links will open the Google® or Microsoft® Consent Page. You will have to login using your Google® or Microsoft® credentials, and give permissions to Fieldnotes AI app to manage your calendar, to read your messages and to send emails on your behalf.
- This is a one time process which will then enable Fieldnotes to directly manage tasks/events on your calendar, and to send emails from your account.
Once that is complete, you will able to see all the events that Sparky updates on your calendar.