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Connect Your Calendar to Leadr
Learn how connecting your calendar will help create more meaningful interactions in Leadr
Our team has built a calendar integration to allow users to continue working within their Microsoft or Google calendars so that you can be prepared for your 1:1s and team meetings to ensure they are a priority and a part of your regular rhythm.
Connect your Calendar
Connecting your Calendar to Leadr is as simple as three steps:
- From your Home Tab, click your profile in the bottom left hand corner, and continue to Settings.
- Once in Settings, select Connect to Calendar
- 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.
- 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.
Limited access users will not have the ability to integrate their calendar
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 will also see an at-a-glance view of your upcoming meeting through Leadr Home. This view will also show you detected events you have not pulled into Leadr. To learn more about Leadr Home, check out the Leadr Home Article.
Create and Sync Meetings
While you can schedule meetings in Leadr through the +Add New button, we recommend using your calendar as the place for creating and updating meetings.
FAQ
The FAQ section is actively updated. If you do not see your specific question outlined below, please contact Customer Support through the chat icon or support@leadr.com.
- My calendar won't connect/I have a different email(login) than what's in Leadr. How do I connect?
- 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.
- Can I connect to iCal?
- No, currently, our third-party provider supports Google and Microsoft.
- I have connected my calendar, but I do not see any meetings in the Review Banner; why not?
- 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).
- Confirm you are the host of the meeting and that it includes at least one active Leadr participant.
- How do I know if a Meeting in Leadr is connected to my Calendar?
- Within the Leadr Meeting, you should see a 'calendar integrated' icon in the top right-hand corner.
- I added a Zoom link and/or "Add A Room," but it doesn't show in the Leadr Meeting; why?
- 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.
- 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:
- I am a limited access user, do I have the ability to connect my calendar?
a. No, limited access users will not have the ability to connect their calendars, since they are unable to make their own meetings for Leadr.
Contact us in support for more in-depth information or with questions and concerns!