Each individual user within SPOTIO can link their external email address. When doing this, you will also have the option to link the calendar account associated with the same email, allowing for a seamless synchronization and added visibility for both. 

Two Way Integration

In order for there to be two way calendar integration, from SPOTIO to your calendar and from your calendar to SPOTIO, you must integrate both calendar and email.

This can be done on either the Web or the Mobile, but integrating on one will result in email and calendar being integrated on both SPOTIO Web and SPOTIO Mobile.

Setting Up the Integration - Web 

To set up your calendar and email integration on the web app:

1. Click on your profile icon in the top right corner.
2. Select Profile Settings.
3. Select Integrations.
4. Check the boxes for Email and Calendar.
5. Click Submit. (You will be redirected to Nylas.)
6. Enter your email address in the box provided and click Log In.
7. Login with your credentials. 

Depending on which email provider you use, you may be prompted to give permissions to access your account and certain events. Make your selections and continue. You may be prompted to choose the calendar you want depending on what is available. 

Once successfully integrated, you will see a green bar with the message SPOTIO syncs appointments and emails to your account.

Setting Up the Integration - Mobile 

To set up your calendar and email integration on the mobile app:

1. Click on your profile icon in the top left corner.
2. Select Calendar and Email Integration.
3. Check the boxes for Calendar and Email.
4. Click Submit. (You will be redirected to Nylas.)
5. Enter your email address in the box provided and click Log In. 
6. Login with your credentials.

Depending on which email provider you use, you may be prompted to give permissions to access your account and certain events. Make your selections and continue. You may be prompted to choose the calendar you want depending on what is available. 

Once successfully integrated, you will see a green bar with the message SPOTIO syncs appointments and emails to your account now.

Tip: We recommend checking all boxes for calendar events, allowing for better visibility. 

Disabling the Integration

If at any time you choose to disconnect your integrated calendar and/or email within SPOTIO, you are able to do so.

On the SPOTIO web app:

1. Click on your profile icon in the top right corner.
2. Select Profile Settings.
3. Select Integrations.
4. Click Remove Integration.

On the SPOTIO mobile app:

1. Click on your profile icon in the top left corner.
2. Select Calendar and Email Integration.
3. Hit Disable.

Video Tutorial

Below is a video walking you through the calendar and email integration process on the mobile app.