Calendar Sync
Activities can be synced to external calendars (Google Calendar or Microsoft Outlook) so they appear alongside your other appointments.
How Calendar Sync Works
When you add an activity to your calendar:
- Create the Activity: Add an activity with a date and time
- Add to Calendar: Click "Add to Calendar" or enable the calendar sync option
- Automatic Sync: The activity appears in your connected external calendar within minutes
- Two-Way Updates: Changes made in Readybuild sync to your external calendar
What Gets Synced
| Readybuild Field | Calendar Field |
|---|---|
| Subject | Event Title |
| Date/Time | Event Time |
| Location | Event Location |
| Notes | Event Description |
| Team Members | Event Attendees |
| All-Day Flag | All-Day Event |
Calendar Event Titles
The calendar event title can be customized by your administrator. Common placeholders include:
{{clientName}}- Client's full name{{projectTitle}}- Project title{{subject}}- Activity subject
Travel Time Sync
If you add travel time to an activity:
- A separate calendar event is created for the travel time
- This appears before your appointment
- Both events sync independently
Sync Status
Activities show their sync status:
| Status | Description |
|---|---|
| Pending | Queued to sync |
| Synced | Successfully synced to external calendar |
| Failed | Sync attempt failed (will retry automatically) |
Removing from Calendar
When an activity is removed from calendar sync:
- The event is deleted from your external calendar
- This happens automatically when you cancel an activity
- You can also manually remove an activity from calendar
Readybuild supports Google Calendar and Microsoft 365 Calendar. See Google Calendar Integration or Microsoft 365 Integration for setup instructions.
Availability Checking
When scheduling activities, the system checks whether the assigned user is available.
How It Works
The availability system considers:
- User's Schedule: Their defined working hours
- Company Holidays: Dates blocked for the entire company
- Existing Activities: Other appointments and meetings
- Calendar Events: Events from synced external calendars (Google/Outlook)
- Buffer Time: Time blocked before/after meetings
Availability Alerts
When creating an activity, you'll see alerts:
- Available: The user is free during this time
- Possibly Unavailable: The time conflicts with something
- Company Holiday: The date is a company holiday
Alternative Time Suggestions
If a user isn't available, the system suggests alternative times based on their schedule.
For detailed information about availability settings and management, see Availability.
Related
- Availability - Manage your availability settings
- Google Calendar Integration
- Microsoft 365 Integration
- Company Holidays