Wealthbox is integrated with Google Calendar, in a 2-way sync. To set this up, navigate to your Wealthbox account and the three dots in the upper right corner, go to Applications> Google Calendar> Settings and choose “Authorize Google Calendar.” Here’s a direct link to your Wealthbox Calendar settings: https://app.crmworkspace.com/settings/integrations/google-calendar

*NOTE: You will be asked to confirm the Google account you want to sync with or if you want to create a new Google calendar. Keep in mind if you choose to create a new Google calendar, you will need to remember to select this new calendar when you create an event from Google for the event to sync to the Wealthbox calendar.

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