Today's Goal
Now that you're familiar with navigating Swivel, it's time to connect the tools and services you use every day.
Connecting these essentials helps keep your communications, appointments, and financial data together in one place, so you can spend less time switching between systems and more time serving your clients.
By the end of this article, your core connections will be in place and you'll be ready to review your imported information.
🔍 Tip: Every organization uses Swivel differently. Complete the connections that apply to your organization. If you don't use a particular service, simply skip that priority.
Your Connection Priorities
Complete these priorities before reviewing your imported information.
Priority 1: Connect Your Email & Calendar
Why This Matters
Connecting your email and calendar allows you to manage client communication and appointments from Swivel while keeping everything synchronized with the tools you already use.
By the End of This Priority, You Should Be Able To
Connect your Microsoft Outlook or Google account.
Verify your calendar is syncing successfully.
What to Do
Connect the account your organization uses:
🔍 Tip: Once your calendar is connected, take a minute to customize how it works for you. You can choose your start day, visible working hours, calendar density, color coding, and more!
🔗 Related Article: Swivel Calendar Views
Need help?
Priority 2: Create Your Email Signature
Why This Matters
Your email signature can be included when you send emails from Swivel. Taking a few minutes to set it up now ensures every message includes the contact information, branding, and compliance language you want recipients to see.
By the End of This Priority, You Should Be Able To
Create Your Email Signature
What to Do
Click your profile icon in the upper-right corner of Swivel.
Select My Profile.
Open the Email Signature tab.
Enter or paste your email signature.
Click Save.
Need help?
Priority 3: Connect Your VOIP Phone (If Applicable)
Why This Matters
If your organization uses a supported phone integration, connecting it allows you to place calls and streamline client communication directly from Swivel.
By the End of This Priority, You Should Be Able To
Connect your phone integration.
Confirm it's working correctly.
What to Do
If your organization uses one of the supported phone systems, connect it now:
If your organization doesn't use a phone integration, you can skip this priority.
Priority 4: Confirm Your Connections
Why This Matters
Before reviewing your imported information, it's important to confirm that the systems you'll use every day are connected and ready.
By the End of This Priority, You Should Know
Everything needed for your day-to-day is in place.
What to Do
Confirm the following:
☐ My Outlook or Google account is connected.
☐ My calendar is syncing.
☐ My phone integration is connected (if applicable).
If you're unsure whether something should be connected, ask your administrator or onboarding specialist before continuing.
You're Ready to Review Your Information
If you can confidently say yes to the statements below, you're ready for the next step:
✅ My email and calendar are connected.
✅ My phone integration is connected or not applicable.
✅ My calendar is configured the way I like it (optional).
Looking for Swivel Sync or organization setup?
Visit the Swivel Administration collection for tasks like setting up Swivel Sync, managing users, configuring company settings, and other organization-wide features.
Best Practices
Connect only the tools your organization uses.
Verify each connection before moving to the next priority.
If a connection is managed by your organization, confirm who is responsible before making changes.
Create your email signature before sending your first email.
Personalize your calendar settings to match your work style.
You can always return later to connect additional services.
Frequently Asked Questions
Do I need to complete every priority?
No. Some priorities depend on the tools your organization uses. Complete the ones that apply to your role.
I don't have permission to connect something. What should I do?
Some connections are managed by your organization's administrator. If you don't have access, contact your administrator or onboarding specialist.
Can I update these settings later?
Yes. You can return at any time to update your integrations, email signature, or personal preferences.
Next Step
Continue to Review Your Information to understand what was imported into Swivel, identify anything that needs attention, and learn where your data lives.