Google Calendar Integration - User Guide

What is This?

Connect your Google Calendar to CLIA so that your voice agent can automatically schedule appointments when customers call.

What Gets Connected?

When you connect Google Calendar:

• CLIA can create calendar events automatically from voice calls
• Events are created in your Google Calendar (the one you choose)
• You can disconnect at any time from your settings

What Permissions Are Requested?

CLIA requests:

• View and manage your calendars: To create events when appointments are scheduled

We never:

• Read your existing events (unless you explicitly use that feature)
• Delete or modify existing events
• Access your email or other Google services

How to Connect

Step 1: Go to Settings

1. Log in to your CLIA dashboard
2. Navigate to Settings → Integrations
3. Find Google Calendar and click Connect

Step 2: Authorize CLIA

1. You'll be redirected to Google
2. Sign in with the Google account that has the calendar you want to use
3. Review the permissions CLIA is requesting
4. Click Allow or Continue

Step 3: Choose Your Calendar

1. After connecting, you'll see a list of your calendars
2. Select the calendar where you want appointments to be created
3. Click Set as Default

Step 4: Test It

1. Make a test call to your voice agent
2. Ask to schedule an appointment
3. Check your Google Calendar - you should see the event!

How It Works

When a customer calls and asks to schedule an appointment:

1. Voice agent understands the request (e.g., "I'd like to schedule a meeting tomorrow at 2 PM")
2. Agent creates the event in your Google Calendar automatically
3. You receive confirmation in the call log
4. Event appears in your Google Calendar

Managing Your Connection

View Connection Status

Go to Settings → Integrations → Google Calendar to see:

• ✅ Connected: Everything is working
• ❌ Disconnected: Calendar is not connected
• ⚠️ Error: There was a problem (click to reconnect)

Change Default Calendar

1. Go to Settings → Integrations → Google Calendar
2. Click Change Calendar
3. Select a different calendar
4. Click Save

Disconnect

1. Go to Settings → Integrations → Google Calendar
2. Click Disconnect
3. Confirm the action

Note: Disconnecting will prevent the voice agent from creating calendar events, but won't affect existing events.

Troubleshooting

"Calendar not connected" error

• Solution: Go to Settings → Integrations and reconnect Google Calendar

Events not appearing

• Check: Is the correct calendar selected as default?
• Check: Are you looking at the right Google account?
• Check: Check call logs for any error messages

"Permission denied" error

• Solution: Reconnect and make sure you click "Allow" when Google asks for permissions

Need to use a different Google account?

1. Disconnect the current account
2. Reconnect with the new Google account
3. Select the calendar you want to use

Privacy & Security

• Your calendar credentials are encrypted and stored securely
• Only CLIA's backend can access your calendar (not the frontend)
• You can revoke access at any time from Google Account settings or CLIA settings
• We never share your calendar data with third parties

Support

If you need help:

1. Check the troubleshooting section above
2. Contact support with:
   • Your CLIA account email
   • The error message (if any)
   • Screenshots of the issue