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12665: Google Calendar and Drake Scheduler - Pulling or Pushing Appointments


Scheduler

How do I pull client appointments from Google Calendar into the Drake Software Scheduler? How do I push them from the Scheduler into Google Calendar?


Review these points before trying to move appointments between the Drake Scheduler and Google Calendar:

  • Logged-in preparer.
    • An appointment can be pushed or pulled
      • Only for the preparer logged into the Scheduler (not for an Admin login).
      • Only once - the Scheduler will not push or pull the same appointment a second time for the preparer.
  • Pulling appointments from Google Calendar.
    • Your Google Calendar appointments must have a title. A Google appointment without a title appears on your Google Calendar as "(No Title)" and is ignored by the Scheduler.
    • You can select which appointments to pull from Google Calendar.
  • Pushing appointments to Google Calendar. You cannot select which future appointments are sent to Google Calendar. All future appointments for the logged-in preparer are sent.

Open the Drake Scheduler (click Scheduler on the Drake Home window toolbar).

Initial setup. Complete these steps only once, before your first pull or push:

  1. Click Setup on the Scheduler toolbar and select the Appointment tab. From the Select external calendar drop list, select Google.
  2. Click OK to save the selection.

To pull or push appointments. Click the Push/Pull icon on the toolbar to begin moving appointments between the Scheduler and Google Calendar.

To pull appointments, select Pull future appointments from Google.

  1. At first use of either pull or push with Google,
    1. If prompted by your browser, log in to Google.
    2. When prompted by your browser that "Drake Scheduler would like to manage your calendars", click Accept.

    Google log in and access permission may not be required in subsequent uses.

  2. At the prompt Select a calendar to use, select your Google gmail address from the drop list and click OK.
  3. Select the appointments you want to pull from those displayed.
  4. Click Import.

To push appointments, select Send future appointments to Google.

  1. At first use of either pull or push with Google,
    1. If prompted by your browser, log in to Google.
    2. When prompted by your browser that "Drake Scheduler would like to manage your calendars", click Accept.

    Google log in and access permission may not be required in subsequent uses.

  2. At the prompt Select a calendar to use, select your Google gmail address from the drop list and click OK.
  3. A message confirms that the appointments have been sent. (You cannot select which to send - all future appointments for the logged in preparer are sent.)

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