Connect Your Calendar to Leadr

Learn how connecting your calendar will help create more meaningful interactions in Leadr

Connect your Calendar

Connecting your Calendar to Leadr is as simple as three steps:

1. From your Home Tab, click your profile in the bottom left hand corner, and continue to Settings.

2. Once in Settings, select Connect to Calendar

3. Follow the on-screen prompts to sign in using your Google or Microsoft login. Please note that the integration will usually automatically populate the correct calendar provider.
   1. Choose the correct email account if you have multiple:

Click on Continue

Click on Allow

4. Once signed in, you will be rerouted back to Leadr. Your calendar is now connected to Leadr, and Leadr settings will update to reflect the ability to disconnect.

What's Next?

With your calendar now synced to Leadr, you can begin to sync and schedule meetings in your calendar and see them populate within Leadr through the 'Review Meetings Banner.'

To add an agenda from a Meeting not yet synced, the calendar event owner must click "Add agenda" to the Meeting in that Review Meetings tab. If you don't want to add this meeting to Leadr, click "Ignore"

You’ll have the option to import the meeting as either a 1:1 or a Team Meeting. This step is optional. If you choose Team Meeting, you’ll then be able to select the corresponding meeting.

Create and Sync Meetings

If your external calendar (Outlook / Google Calendar) is not integrated, you can schedule meetings in Leadr through the +Add New button, we recommend using your external calendar as the place for creating and updating meetings.

FAQ

1. My calendar won't connect/I have a different email (login) than what's in Leadr. How do I connect?
   1. If you are having issues with connecting, please get in touch with Leadr Support. If you have another email address, a Company Admin must modify the email in Leadr.
2. Can I connect to iCal?
   1. No, currently, our third-party provider supports Google and Microsoft.
3. I have connected my calendar, but I do not see any meetings in the Review Banner; why not?
   1. Try creating a test meeting with the participant support@leadr.com on your external calendar. This should help push in all of your previously scheduled meetings (provided they match the criteria to be a Leadr meeting).
   2. Confirm you are the host of the meeting and that it includes at least one active Leadr participant.
4. How do I know if a Meeting in Leadr is connected to my Calendar?
   1. Within the Leadr Meeting, you should see a 'calendar integrated' icon in the top right-hand corner.
5. I added a Zoom link and/or "Add A Room," but it doesn't show in the Leadr Meeting; why?
   1. Google and Microsoft separate the ability to generate a virtual meeting from adding a location. This means that if you generate a virtual meeting but do not copy it into the Location field, it will not pull into Leadr correctly.

6. Why is there information listed within the description of all of my calendar events?
• Our Calendar Integration system is reliant on a blurb we put into the description of every calendar event. It is vital that this description exists in its proper form for updates to sync into Leadr. A proper description blurb should look like this:

• 

7. I am a limited access user, do I have the ability to connect my calendar?
   1. No, limited access users will not have the ability to connect their calendars, since they are unable to make their own meetings for Leadr.
8. How can I disconnect my calendar?

   1. To stop calendar integration in Leadr, here’s what you need to do:

      1. Head over to your Home Tab and click on your profile in the bottom left corner.

      2. Go to Settings.

      3. Find the option to disconnect your calendar and click it.

9. How do I invite more people to a current meeting recurrence?
   1. If your calendar is integrated with Leadr, you’ll need to create meetings in your external calendar (Google or Outlook). These will sync automatically with Leadr, and you can manage them in the Review Meetings section.

   2. If your calendar isn’t connected to Leadr, no worries—you can set up a meeting directly in the platform by following these steps:

      1. Head over to the Meetings tab on the left-hand side of Leadr.

      2. Click + New Meeting in the top right corner.

      3. Pick your meeting type:

      - 1:1 Meeting: A recurring meeting between you and one other person.

      - One-time 1:1 Meeting: A single meeting with one other person.

      - Team Meeting: A meeting with 2 or more participants, either one-time or recurring.

      4. Add participants by filtering by roles (like Direct Reports or Leaders) or just use the search bar.

      5. Give your meeting a title and finalize the details.

Contact us in support for more in-depth information or with questions and concerns!