How to Connect your Online Calendar to B2B Hub
Learn how to seamlessly integrate your calendar with B2B Hub's booking tool. This step-by-step guide walks you through the process, from accessing settings to choosing your email provider and granting necessary permissions.
Step 1 - Access Your B2B Hub Account: Log in to your B2B Hub account to access the platform.
Step 2 - Access Settings: In the top right-hand corner of the screen, click on your name. A dropdown menu will appear.
Step 3 - Navigate to Integrations: From the dropdown menu, select "Settings."
Step 4 - Access Integrations:Once you're in the Settings section, locate and click on "Integrations."
Step 5 - Select Email and Calendar Setup:In the Integrations section, locate the email and calendar setup. It may show as inactive or disconnected.
Step 6 - Initiate Setup: Click on the three dots (...) next to the email and calendar setup. This will initiate the setup process.
Step 7 - Choose Your Email Provider: You'll see options for different email providers. Choose the one that matches your email service (e.g., Gmail, Outlook, Office 365, etc.). B2B Hub supports various providers.
Step 8 - Log in to Your Email Account: Enter your email address and the associated password for your email provider. This information is required to establish the connection.
Step 9 - Consent for Integration: Your email provider will request consent to perform certain actions, such as adding contacts to your database, editing your calendar, and sending emails on your behalf. These permissions are necessary for synchronization. Click "Allow" or the equivalent to grant consent.
Connection Established - Congratulations! Your calendar is now successfully synchronized with your B2B Hub account. You can use B2B Hub's booking tool to schedule appointments, send calendar invites, and manage your calendar seamlessly.