š Note: Users must complete the Email & Calendar integration in order to sync their calendar(s). To learn more, visit our Connect Email & Calendar article.
Swivel's Calendar Management feature allows users to sync, view, and manage all connected calendars in one place. Users can see their own appointments and their colleagues' schedules, making it easier to manage time efficiently and avoid double-booking or scheduling conflicts.
Connected Calendars
Users will be able to select which of their connected calendars they would like integrated into Swivel.
For example, if you connect your outlook calendar, you may also be asked if you would like to integrate the United States holidays and Birthdays calendars included in Outlook. Simply toggle on and off the calendar tab and select the calendar(s)you wish to share.
When syncing a calendar or email account, use the āStarā indicator to select which calendar an appointment associated to that user will sync to.
You must select at least one calendar in order to complete the sync.
šTip: Users do not need to have outlook calendar edit permissions in order to create, edit and manage appointments in Swivel.
Adding Multiple Users to Appointments and Events
Users have the ability to assign multiple people within a given tenant account to one appointment.
All users selected in this window will also be listed in the appointment details on the Contact page and appointment details slide out.
If any user calendar associated to a given appointment is also synced with Outlook or Gmail, this appointment will sync as well to that given application.
Appointments or events that have multiple users assigned to them will show the count indicator that you would typically fine the initials of the assigned user. By selecting the appointment and opening the details slide, all associated user initials will be listed
Why some calendar events link to a contact and others do not
When appointments sync into Swivel from Google Calendar (including events created via Calendly), contacts are linked based on the email address present on the calendar event at the time of sync.
How contact linking works
If the calendar event includes the contactās email address, Swivel can match the event to an existing contact and link it directly to that contact.
If the calendar event does not include an email address, Swivel has no way to identify which contact the event belongs to, and the contact will not be linked at the event level.
Why two similar events may behave differently
Itās possible for two events that look nearly identical to behave differently in Swivel if:
One event includes the inviteeās email on the Google calendar event
The other event does not include the email at the time it synced
In this case:
The event with the email will show the contact linked (clickable name on the calendar and listed in the Contacts field when editing the event)
The event without the email will not have a contact linked, even if it later appears under the contactās appointment history
Important notes
Swivel cannot retroactively link a contact to an event if the email was missing when the event originally synced
Pending, canceled, and completed events may still appear under a contactās appointment history if an email match exists, even if the contact is not linked directly on the event itself
This behavior is expected and is based on the data available from Google Calendar at sync time
Best practice
To ensure appointments consistently link to contacts in Swivel:
Make sure Calendly or Google Calendar events include the inviteeās email address
Avoid removing the email from the calendar event before it syncs to Swivel