Authorize Google Calendar Access
The Calendar Sync integration will keep Ambition's scheduled coaching check-ins in sync with a manager's Google calendar.
If a one-off check-in needs to be rescheduled, the meeting date and time can be updated either on the calendar event or within Ambition, and both the calendar event and Ambition will be updated accordingly.
If a recurring 1:1 needs to be rescheduled, the date and time can be updated by editing the calendar event! Update the calendar invite and Ambition will ensure the meeting time change is reflected in Ambition. At the current time, calendar invites will be sent for recurring check-ins that are created after the manager initially authorizes their calendar.
How do I authorize access to my Google Calendar?
What are the benefits of authorizing my Google Calendar?
What happens to the calendar event if I need to reschedule the check-in?
How do I disconnect my calendar?
Authorize Calendar Access
If the Calendar Sync integration is enabled and Google Calendar is selected as the Calendar Provider, users with system manager permissions will be presented with the option to authorize their Google Calendar.
Each manager that wants to use the enhanced calendar functionality will authorize their own calendar.
1. Navigate to your personal dashboard and click Edit Profile.
Alternatively, open the left navigation and click on your image and name in the lower left corner. Select User Settings.
2. Locate the Google Calendar Sync section of your user settings.
3. Click Connect Calendar.
4. When prompted to "Log in with Gmail", click Sign in with Google.
5. Input your Google credentials and continue the authorization process.
6. After authorizing, the Google Calendar Sync within your user settings page will show as Connected.
Rescheduling a Check-In
If your calendar has been authorized, a Google calendar invite will be placed on your calendar as well as the employee who the check-in is with when a "Scheduled for Later Check-In" is created in Ambition. Connecting your Google calendar with Ambition allows for seamless rescheduling of the invite.
If a one-off check-in needs to be rescheduled, the meeting date and time can be updated either on the Google calendar event or within Ambition, and both the calendar event and Ambition will be updated accordingly. If a check-in is rescheduled by updating the Google calendar invite, any changes to the meeting date and time in Ambition will be updated. Updating the meeting date and time on the calendar invite will update the check-in's meeting date and time in Ambition including when a co-coach updates the meeting time in Ambition.
If a recurring 1:1 needs to be rescheduled, the meeting date and time can be updated by editing the calendar event! Updating the meeting date and time on the calendar invite will update the check-in's meeting date and time in Ambition.
When a manager creates a check-in and their Google calendar is not authorized, Ambition will attach an .ics file alongside the "Check-In Started" email. Ambition will be unable to reflect any schedule changes that are made to the .ics file within the Ambition interface. Similarly, if the check-in's meeting date is updated in Ambition, the corresponding .ics file will not reflect changes made in the Ambition interface.
If a co-coach edits a check-in's meeting date where a Google Calendar event doesn't yet exist, and the co-coach is a manager who has authorized their Google calendar, then a calendar invite will be created in Google with the co-coach as the owner.
Revoke Calendar Authorization
If the Calendar Sync integration is enabled and the manager has previously authorized their calendar, users with system manager permissions will be presented with the option to disconnect their Google calendar within their user settings.
Each manager that no longer wants to use the enhanced calendar functionality will disconnect their own calendar.
If a manager chooses to disconnect their calendar, any existing recurring check-ins they conduct in Ambition will stop being generated. If the manager does not intend to reauthorize the connection between their Google calendar and Ambition, they will want to finish any existing series of recurring check-ins and recreate them to ensure check-in creation.
1. Navigate to your personal dashboard and click Edit Profile.
Alternatively, open the left navigation and click on your image and name in the lower left corner. Select User Settings.
2. Locate the Google Calendar Sync section of your user settings.
3. Click Disconnect Calendar.
4. Confirm by clicking Disconnect Calendar.
Any coaching events that are already on your calendar will not be affected.
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