Managing your time and tasks in Planfix is like having a personal assistant on speed dial. The best part? This assistant never takes a break! With built-in calendars, Planfix makes it easy to track appointments, schedule events, and even integrate with your favorite external tools. One of the most popular options is syncing with Google Calendar> This not only keeps things running smoothly, but ensures you get to work in a familiar, user-friendly environment. In this article, we’ll show you how to sync your Planfix setup with Google Calendar to make your entire workflow smoother.
How to Integrate Planfix with Calendly and Google Calendar
Want to optimize your meetings and task management across platforms? Well, you’re in luck! Planfix syncs perfectly with Google Calendar and Calendly, allowing you to manage everything from a single hub.
Whether you’re transferring events from Planfix to Google Calendar or setting up real-time notifications, the process is practically effortless (Goodbye, double bookings!). And if you use Calendly, things get even better. That’s because you can easily automate scheduling meetings with your customers and automatically create calendar events based on availability. Need more details? Check out our article on Interactive Business Meeting Scheduling.
Setting Up Sync in the Planner
We’ve recently released an update to Planfix that makes synchronization with Google Calendar even easier. Now, you can select an existing Google Calendar when you set up synchronization in Planfix, meaning that meetings you’ve already scheduled will show up instantly. No more manual transfers! Now, let’s take a look at how this magic works.
First, create an Hourly calendar and save it. Then go to the “Settings:”
Next, navigate to the “Integrations” section and click “Link”:
Once you give Google permission to access your account, simply select the calendar you want to synchronize:
Here’s the kicker: all the default settings for two-way synchronization are already enabled, so any changes you make in either calendar will update instantly. So, when you save the settings, you will instantly see all your scheduled events from Google Calendar in your Planfix Planner. Pretty simple, right?
Syncing with Other Services
Juggling other tools? No problem! If you set up Google Calendar synchronization in Planfix, the system will include all linked services. For example, if you use Todoist with Google Calendar, these events will also be displayed in Planfix:
This means you can literally see everything you have planned in one place. That means no more switching back and forth between different apps – you can just connect your calendars and you’re good to go.
More Calendar Magic with Planfix
But why stop at synchronization? Planfix offers a whole range of features to help you manage your time and company resources more effectively. With built-in calendars and flexible settings, you can easily track appointments and automate meeting room bookings, equipment scheduling, and more.
Employee Time-Off Calendar
Ever tried to schedule a meeting only to find that half the team is on vacation? The Planfix calendar for employee time off can make that a problem of the past. This calendar lets you easily track vacations, sick leave, and other non-working days. This way, managers and HR pros can see who is away at a glance, making it easy to plan tasks and distribute the workload. Want more information on how set it up? Check out the following guide: Planfix Calendars: The Time-off Graphic.
Resource Management Done Right
Remember, Planfix is not only about managing people but also company resources. Need to book a conference room? No problem! Planfix lets you create calendars for booking rooms, equipment, and other shared resources, so you can quickly schedule meetings while avoiding double bookings. This is particularly beneficial for larger companies, where multiple teams compete for a room constantly. In our article, Enterprise Resource Management: Pre-booking Meeting Rooms, you can see how best to set this up.
Booking System in the Calendar
Did you know you can customize Planfix’s booking system for all kinds of different purposes? Maybe you want to reserve equipment or desks for external employees. Or maybe you might want to plan customer meetings or team catch-ups. In any case, the booking system makes it super easy to manage resources and organize events. Curious to find out how it works in practice? Check out this detailed article: Setting Up a Booking System in Planfix: 2 Case Studies.
Final Thoughts
As you can see, Planfix provides flexible, powerful calendar management tools to significantly increase your team’s efficiency. Whether syncing with Google Calendar, managing employee schedules, or automating resource bookings, these solutions help take the headaches out of the planning process. With Planfix, your team can stay organized and work smarter while you ensure everything runs smoothly.
