Calendar Integration, UI/UX Enhancements

New Product Update – Calendar Integration – UI/UX Enhancements

With our redesigned UI, you can now seamlessly connect your user-level integrations, such as third-party calendars and video conferencing apps, as well as account-level integrations like Google Organic Booking and Local Services Ads, with ease and convenience.

What’s New?

To simplify the integration and calendar setup process, we have launched the following enhancements:

  • Consistent integration experience across the My Profile page, My Staff page, and Calendar Connections.
  • Streamlined UI and UX to enhance understanding of the integration process.
  • Comprehensive validations to reduce synchronization issues, ensuring a smoother integration experience.
  • Enriched the user experience by providing more detailed feedback, allowing users to better understand the changes they’re making.
  • Processing tag displayed during calendar syncing to prevent further actions until the sync process is complete, ensuring uninterrupted synchronization.
  • Improved user journey with essential illustrations and tooltips.

How to Use?

You can integrate your calendar from two locations:

  • Settings > My Profile > Calendar Settings
  • Calendars > Calendar Settings > Connections Tab

To integrate:

  1. Click on ADD NEW.
  2. Choose your integration.
  3. Enter your credentials and complete the integration.
  4. Configure your calendar settings for accurate event syncing.

 

Screenshot of SMBcrm calendar connection settings. CRM software displaying calendar integration options. Software interface managing calendar conflict settings. SMBcrm calendar synchronization preferences settings interface. Screenshot of SMBcrm Google Organic Booking settings page.

 

For more detailed information, visit our Product Updates section.

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Introducing SMBcrm

We are thrilled to announce that SMBcrm has evolved!

We have embraced a new identity as SMBcrm, reflecting our enhanced commitment to provided tailored CRM solutions for small and medium-sized businesses.