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🙋 How do I sync my calendar to Swivel?

Boni Newberry avatar
Written by Boni Newberry
Updated this week

Supported Calendar & Email Providers

Swivel currently supports email and calendar syncing with the following providers:

  • Google (Gmail / Google Workspace)

  • Microsoft Outlook (including Office 365 and Outlook.com)

Calendar & Email Sync

  1. From the left-hand Main Navigation Menu > click Settings.

  2. Select Calendar & Email Sync and > click Add Account (or use the +Calendar & Email Account button) to launch the sign-in wizard. Follow the prompts to sync your desired email and calendar to:

    ✔️ Have emails sync to the Communication Log

    ✔️ Have your Client Appointments display in their contact record

    ✔️ Enjoy full use of the Swivel Calendar Experience!

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