How to connect CRM calendar settings?

TB CRM · settings · Last updated August 17, 2026 · Version 1

This process works in apps: TB CRM

This article will teach you how to review appointment types and connect Google Calendar when your tenant supports it.

Calendar settings under Settings → Calendar define appointment types, durations, and availability coordinators rely on. Some tenants can connect Google Calendar for two-way sync so external invites match CRM meetings. Broken connections show up as “missing” meetings — fix integration before blaming assignees.

Steps

• Open Settings → Calendar in TB CRM.
• Review appointment types and default durations.
• Adjust availability rules your coordinators depend on.
• Connect Google Calendar if offered for your tenant.
• Authorize with the correct workspace account.
• Schedule a test meeting and confirm it appears in both CRM and Google.
• Fix or disconnect stale OAuth connections that fail silently.

Conclusion & best practices

Keep appointment types few and clear. Broken calendar connections show up as “missing” meetings — reconnect before blaming the assignee. Document which appointment type maps to outside visits vs phone blocks.