Calendar Integration Overview

SMVue integrates with Google Calendar and Outlook Calendar to automatically track your 1:1 meetings and help you prepare for coaching conversations.

Supported Calendars

• Google Calendar — For Google Workspace users
• Outlook Calendar — For Microsoft 365 users

Why Connect Your Calendar

Calendar integration helps you:

1. Automatic Meeting Prep — SMVue knows when you have 1:1s scheduled
2. Meeting Reminders — Get notified when it's time to prepare
3. Track Coaching Cadence — See how often you meet with each rep
4. Cadence Suggestions — SMVue recommends a 1:1 frequency based on each rep's tenure

What Gets Synced

When you connect your calendar, SMVue imports:

Meeting Events

• Event title
• Start and end time
• Attendees
• Meeting location or video link
• Calendar name

What SMVue Looks For

SMVue identifies 1:1 meetings primarily by:

• Two-person events — You and one team member
• Team member in SMVue — The other attendee is a rep you manage
• Meeting duration — Usually 30-60 minutes

SMVue focuses on 1:1s rather than larger group meetings.

How Calendar Sync Works

1. Initial Import

When you first connect:

• SMVue imports upcoming meetings for roughly the next 30 days
• Plus recent past meetings (for tracking cadence)
• Usually takes well under a minute

2. Automatic Updates (Near-Real-Time)

After initial import, SMVue subscribes to calendar change notifications:

• New meetings appear in SMVue, typically within a few minutes
• Meeting changes sync on a best-effort basis
• When a meeting is cancelled, SMVue updates its copy on a best-effort basis (this can lag)

3. Two-Way Sync for SMVue Meetings

• Calendar events appear in SMVue's meeting list
• Meetings you schedule in SMVue are created on your calendar
• When you reschedule or cancel an SMVue-scheduled meeting, SMVue pushes that change to your calendar
• Sync is best-effort and changes can be delayed; we don't guarantee no duplicates

Calendar Access (Read + Limited Write)

Important: SMVue reads your calendar and can write the events it manages:

• We read meeting metadata (title, time, attendees)
• We create events on your calendar when you schedule a meeting in SMVue
• We can update or cancel the events SMVue created (for example, when you reschedule a 1:1 in SMVue)
• We do not touch unrelated events on your calendar
• Calendar data is encrypted in transit and at rest

Meeting Prep Integration

When you have a 1:1 scheduled:

1. SMVue Detects the Meeting — Appears in "Up Next Meetings" on your dashboard
2. Prep Reminder — Get notified when it's time to prepare
3. Click Prepare — SMVue pulls together a coaching brief from your team's data
4. Meeting Starts — Join from SMVue or your calendar

Privacy & Permissions

Calendar integration uses OAuth 2.0 with PKCE for secure authentication:

• Your calendar credentials are encrypted
• SMVue only accesses calendars you explicitly authorize
• You can disconnect anytime
• Disconnecting stops sync and revokes SMVue's access; cleanup of any remaining subscriptions is best-effort and may lag

What We Can See

• Meeting titles
• Start/end times
• Attendee list
• Meeting location/link

What We Cannot See

• Meeting descriptions or notes
• Email content
• Other calendar details
• Calendars you don't share

Managing Your Calendar Connection

Check Connection Status

1. Go to Settings > Integrations
2. Find your calendar integration (Google or Outlook)
3. See connection status and last sync time

Reconnect Your Calendar

If your connection expires:

1. Go to Settings > Integrations
2. Click Reconnect next to your calendar
3. Re-authorize SMVue
4. Sync resumes automatically

Disconnect Your Calendar

To disconnect:

1. Go to Settings > Integrations
2. Click Disconnect next to your calendar
3. Confirm disconnection

What Happens:

• SMVue stops syncing calendar events
• Existing meetings in SMVue remain
• You can still manually create meetings
• Meetings created in SMVue are not deleted from your calendar

Troubleshooting

Calendar Not Syncing

Issue: Meetings not appearing in SMVue

Solutions:

• Check connection status in Settings > Integrations
• Make sure the meeting is a two-person event (you + one team member)
• Verify the team member's email matches their SMVue profile
• Try reconnecting your calendar
• Click Sync Now if available

Wrong Meetings Appearing

Issue: Non-1:1 meetings showing up in SMVue

Explanation:

• SMVue focuses on two-person events
• If a meeting is you + one team member, it's treated as a 1:1

Solution:

• This is expected behavior
• You can archive unwanted meetings in SMVue

Team Member Not Recognized

Issue: 1:1 meeting not linked to the right team member

Cause:

• Team member's email in calendar doesn't match SMVue profile

Solution:

• Go to Team page
• Edit team member profile
• Ensure email matches exactly what's in your calendar
• Update and wait for next sync

Webhook Delays

Issue: Calendar changes are slow to appear

Solutions:

• Updates usually arrive within a few minutes, but timing varies
• Longer delays can happen, especially during provider outages
• For the latest, refresh the page or reconnect your calendar

Best Practices

1. Use Consistent Email Addresses — Ensure team member emails in calendar match SMVue profiles
2. Keep 1:1s as Two-Person Events — Don't add observers, so SMVue recognizes the 1:1
3. Update SMVue Meeting Types — Tag recurring 1:1s with the right type (Weekly, Pipeline Review, etc.)
4. Schedule Ahead — Booking 1:1s a bit in advance gives SMVue more time to prep
5. Connect the Calendar You Use for 1:1s — Connect the primary calendar where your 1:1s live

Calendar-Specific Guides

For detailed setup instructions:

• Google Calendar — Google Workspace integration
• Outlook Calendar — Microsoft 365 integration

Need Help?

Calendar sync issues? Contact support@smvue.com or use in-app chat.

Include in your message:

• Which calendar you're using (Google or Outlook)
• Screenshot of the meeting in your calendar
• Description of the issue