Objective: Connect your email and Zoom account to the calendar app to ensure appointments are booked accurately and efficiently.
Link to Loom
https://www.loom.com/share/1a8af4f750994685955436bbdfd9f913
Key Steps:
Go to the "Settings" section in the app and navigate to "Integrations".
Look for the "Connect Your Locations Google Account" option.
Connect your email account to the app by signing in with your Google account.
Click on the "Sign in with Google" button.
Select your RM Marketing account, click "Continue", and then click "Allow".
Verify that your email is successfully added to the system.
You should see a confirmation message indicating that your Gmail account and calendars are linked.
Access your profile settings by clicking on "My Profile".
Set up your email account according to your hours of operation and time zone.
Choose "Custom" as your meeting location and obtain your Zoom meeting link.
Log in to your Zoom account and click on "Meetings".
Select "Personal Room" and copy the invite link provided.
Go back to the app and paste the Zoom meeting link in the designated spot.
Set your time zone and hours of operation.
Select the appropriate time zone (e.g., Mountain Standard Time or Eastern Standard Time).
Specify your hours of operation, such as 8am to 5pm from Monday to Friday.
Copy the hours of operation to all relevant days.
Sync your Google calendar with the app.
Under "Configuration", click on "Edit" next to the calendar sync option.
Choose the Google calendar you have integrated with the app.
If you don't have a calendar yet, create one and select it as the primary calendar.
Save the changes.
Check for conflicts in your calendar.
If you have additional personal or secondary calendars, add them to the "Check for Conflicts" section.
Share the necessary calendar information with your RM Marketing account.
Ensure that all calendars you want to check for conflicts are selected.
Cautionary Notes:
Make sure to use the same login credentials for the Lead Connector app as you used for your current login.
Be cautious when selecting the Google account to connect with the app. Choose the appropriate RM Marketing account.
Double-check that the correct Zoom meeting link is copied and pasted into the app.
Ensure that the time zone and hours of operation are accurately set to avoid scheduling conflicts.
Tips for Efficiency:
Have your cell phone number linked to your user account to receive a text with the download link for the Lead Connector app.
Familiarize yourself with the app's interface and navigation to complete the setup process quickly.
Keep your Zoom meeting link readily accessible for easy copying and pasting into the app.
Regularly check for updates or changes in your calendar settings to ensure smooth appointment bookings.
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