Integrating Your Calendars With My Oracle

Calendar and Zoom Integration SOP

Objective

This SOP outlines the steps to set up and link your calendar with Zoom to ensure seamless scheduling and availability management.

Key Steps

1. Access Calendar Settings

• Click on the Settings option located at the bottom of the calendar interface.

• Select My Profile from the settings menu.

2. Add a New Calendar

• In the profile settings, locate the option to Add New Calendar.

• Follow the prompts to link your calendar (e.g., Google, Outlook) through Lead Connector.

3. For 2 way Syncing - Link Your Calendar

• Choose the calendar you want to link (e.g., Google Calendar).

• Click Save to confirm the linking process.

4. Set Up Conflict Calendars to make sure you do not double book

• Navigate to the Conflict Calendars section.

• Click on Edit to select additional calendars (e.g., one-on-one clients, group clients, family).

• Tick all relevant calendars to avoid double-booking.

• Ensure that the system checks your linked calendars to display accurate availability.

5. Connect Zoom

• Go to the settings to add a new integration for Zoom.

• Follow the prompts to connect your Zoom account.

Cautionary Notes

• Ensure that you only link calendars that you actively use to avoid confusion.

• Double-check your availability settings after linking to prevent scheduling conflicts.

Tips for Efficiency

• Regularly review and update your linked calendars to reflect any changes in your schedule.

• Use color coding in your calendars to easily distinguish between different types of appointments.