Before you schedule an appointment directly from your calendar, please make sure you have completed the Email Integration.
Create Appointments from Outlook or Google Calendar
You can also create an Outlook calendar event or Google calendar event and a corresponding appointment will be created on the Swivel contact record.
Please note: Creating an appointment from Swivel does not email a calendar invite to your contact recipient(s).
If you would like the attendees to receive a calendar invite, you must create the event in the Outlook calendar or Google calendar and invite the contacts.
Important: Outlook or Google calendar recipients must also be an existing Swivel contact with a valid email address to sync appointment and event updates in all associated records.
🔍 Tip: Whether you create an appointment from the Dashboard, Campaign, Event record, and/or Outlook or Google calendar and the appointment will translate and update in all associated records.