Connecting your iCloud Calendar to the CRM keeps your appointments, tasks, and events in sync so your schedule stays current wherever you are. This guide walks you through the steps to connect iCloud Calendar and configure it for your account.

Obtain Your App-Specific Password from Apple

  1. Visit account.apple.com and click the sign-in button if prompted to manage your account.

Input the email address or phone number linked to your account, followed by the associated password or passkey.

  1. If not already activated, enable two-factor authentication under the Sign-in and Security settings.
  1. In the App-Specific Passwords section, click 'Generate Password.'
  1. Label the password (e.g., "My CRM's Calendar") and click 'Create.'

Copy the generated password for use in the next step.

Integrating iCloud with the CRM Calendar

  1. Go to Settings > My Profile > Calendar Settings, then select the option to add a new calendar connection.
  1. Click 'Connect' next to iCloud Calendar.
  1. Enter your iCloud email address and the app-specific password generated in Step 1.

Upon successful connection, you can proceed with further configuration.

Configure Primary and Conflict Calendars

Primary Calendar

Navigate to the Calendar Configuration section within Your Profile. Assign your iCloud Calendar as your Primary Calendar from the Linked Calendar section.

Save your changes to establish this as your Primary Calendar.

Check for Conflicts

In Calendar Configuration, modify the Check for Conflicts option. Select any additional calendars to prevent double bookings. The CRM will then account for events from these calendars when assessing availability.

📌Note: The iCloud Calendar integration is exclusively available for Class Booking, Round-Robin, Collective, and Service Calendars. Simple calendar integration with iCloud is not supported. This integration functions as a "one-way" sync, meaning events created in the CRM calendar will sync to iCloud. Any changes made in the CRM calendar for these appointments will also be reflected in iCloud. However, changes made to iCloud events will not be mirrored in the CRM calendar.

Example Scenario

Consider an appointment titled "Hair Cut" booked within the CRM. This appointment will sync with iCloud, and any modifications or deletions made within either system will be reflected in both calendars. Conversely, an appointment like "Pick up John from school" created in iCloud will be displayed in the CRM, but any changes made in iCloud won't affect the CRM calendar.

By following these steps, you can connect your iCloud Calendar to the CRM and keep events in sync. While the current integration is limited to one-way syncing, future updates may provide enhanced two-way syncing capabilities.