Calendar sync

Calendar sync brings your meetings into Slant automatically. See upcoming appointments, link meetings to clients, and track meeting history as part of client activity.

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How calendar sync works

When enabled, Slant syncs events from your connected calendar:

1. Events import — Calendar events sync to Slant
2. Participant matching — Attendees are matched to household records by email
3. Automatic linking — Meetings appear in linked household activity
4. Ongoing sync — New and updated events sync continuously

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What syncs

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Event details

For each calendar event, Slant captures:

• Title — Event name/subject
• Date and time — Start, end, and timezone
• Participants — All attendees and their RSVP status
• Description — Event notes and agenda
• Meeting links — Video call URLs (Zoom, Teams, Meet)
• Location — Physical or virtual meeting location

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Recurring events

Recurring meetings sync as individual occurrences. Each instance appears separately with its own date and time.

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All-day events

All-day events (like holidays or reminders) sync but may be displayed differently than timed meetings.

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View your calendar

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Calendar view

Navigate to Calendar in the sidebar to see your synced events:

• Day/Week/Month views — Different time perspectives
• Color coding — Distinguish meeting types
• Quick details — Click events to see participant info

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On household records

Meetings with clients appear in their household activity:

• Upcoming meetings show in the activity timeline
• Past meetings become part of the activity history
• Click to see full meeting details

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Meeting linking

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Automatic linking

Slant links meetings to households when:

• A calendar participant’s email matches a person in your CRM
• That person belongs to a household

No manual action required—the connection happens automatically.

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Manual linking

If a meeting wasn’t linked automatically:

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Meeting types

Categorize meetings to track how you spend your time: Meeting types help with:

• Filtering your calendar view
• Activity reporting
• Understanding time allocation

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Set meeting type

Slant may suggest meeting types based on participants.

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Meeting links

Video call URLs are automatically extracted from calendar events:

• Zoom — zoom.us/j/... links
• Microsoft Teams — teams.microsoft.com/... links
• Google Meet — meet.google.com/... links

Meeting links display prominently so you can join calls with one click.

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Calendar sharing

Share your calendar availability with team members: Shared calendars help with:

• Scheduling meetings on behalf of others
• Visibility into team availability
• Coordinating client coverage

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Configure sync settings

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Select primary calendar

If you have multiple calendars: Typically, select your main work calendar.

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Enable or disable sync

Toggle calendar sync on or off without disconnecting your email: Disabling sync stops future events from importing but preserves existing synced meetings.

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Meeting prep

Use synced calendar data for meeting preparation:

• Client context — View the household record before the meeting
• Recent activity — See recent emails, notes, and tasks
• Open items — Check pending tasks to discuss
• AI summaries — Some features can generate pre-meeting briefings

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Troubleshooting

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Meetings not syncing

Causes:

• Calendar sync disabled in settings
• Calendar permissions not granted during OAuth
• Events on a non-primary calendar

Fix: Check settings, verify permissions, or reconnect to grant calendar access.

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Meeting not linked to household

Causes:

• Participant email doesn’t match any person record
• Person isn’t associated with a household

Fix: Add the email address to the person’s record, or manually link the meeting.

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Wrong calendar syncing

Causes:

• Primary calendar set incorrectly

Fix: Update your primary calendar selection in integration settings.

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Next steps