mHelpDesk Integration with Google Calendar

Transcript OK. So we’re going to review enabling and managing your Google Calendar. You can do this for yourself as an admin and/or for your staff members as well. So I’m going to enable it as a manager but it is the same process to enable for a tech. Maybe even you want to go ahead and enable this for your techs the first time they ever sign in and do it on the desktop. It has to be done on the desktop version. So the first thing that we want to do is enable Google Calendar. So we go to my account on the right hand side. Scroll down to Google Calendar Integration. Go ahead and connect with Google. I’m going to accept. I’m going to go ahead and choose. The reason it has the Gmail account that I already have is because I’m actually signed into the Google Calendar for my dummy account over here on the right hand side. So let’s go ahead and click that and that’s it. It says that my Google Calendar is right now enabled with this email address. So now, let’s do an example. So if we create a job and I assign it to myself, I will be able not only – once we create an appointment, I won’t only be able to see in the calendar in mHelpDesk but I will be able to see it in my Google Calendar. So if I’m on the go and you currently don’t have the ability to view your calendar in your mobile mHelpDesk app, that you can in your Google Calendar. So we will create this one for let’s say Sally and this is going to be an installation and this is going to be Google Calendar test and you have your description in here. Most important is we have to add an appointment. If you don’t add an appointment – this is adding a date and time to your job. Then it’s not going to be in your calendar and mHelpDesk and it’s not going to be in your calendar, your Google Calendar. So it’s already assigned to myself. I’m going to assign it for tomorrow, let’s say. Eight o’clock is so early, so let’s do a 10:00 to 11:00. So we’re going to go ahead and assign that. You can even do it from the show schedule. Let me show you that real quick. So instead of arbitrarily choosing what date and time you want, you can view the schedule and look, I already have an appointment here. So maybe we will schedule it for Thursday instead and we will do it around the same time. Ten and 11:00 sounds good to me. Go ahead and save that and you will see that it will also prompt me for my required field. So let’s just go ahead and fill that out real quick and save that. So now you will see that I have my appointment. It was saved and it’s a Google Calendar to my iCal. So if we go to our scheduling and then calendar, we will view it first in your mHelpDesk calendar. We see on the right hand side right here. On Thursday the 24th, this is the appointment that I created for the – or the job that I created with an appointment. I have Sally and if I click on Sally, I can see that it’s from 10:00 to 11:00. Then if we go over here to my Google Calendar, I’m going to refresh it. I already have a job that’s viewable for Dustin. You can see on Thursday now I can view my job for Sally. This will work great for your techs if they want a calendar view of the jobs that they have maybe the next day and they’re out in the field. They don’t have access to the desktop version, which has the calendar. They just have to enable the Google Calendar when they’re logged in. So all they have to do really is they go to my account. This is their information and then they have to enable Google Calendar and enable it with their calendar and that’s it. They will be able to do the same thing. In that way, every time you assign a job to them, it will be on their Google Calendar. They won’t be able to see everything. They will only be able to see what’s in their calendar. [End of transcript]





Last Updated By: Rochelle Sanchirico

 






Last Updated By: Rochelle Sanchirico