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:

Automatic Meeting Prep — SMVue knows when you have 1:1s scheduled
Meeting Reminders — Get notified when it's time to prepare
Track Coaching Cadence — See how often you meet with each rep
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

The Meetings calendar includes an External events toggle for Google and Outlook events that were not created in SMVue. This toggle is on by default, so your calendar view can show external events as read-only scheduling context next to SMVue meetings.

External events do not count as SMVue coaching meetings. They do not feed prep, wrap-up, cadence, or KPI surfaces unless you explicitly capture one as an SMVue meeting. Turning the toggle off only hides those external events from the calendar view; it does not disconnect your calendar, delete events, or stop future syncs. Turning it back on shows the external events SMVue has already reflected from your connected calendar.

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 backfills existing calendar events so your Meetings calendar is useful immediately instead of waiting for the next provider change notification
Initial backfill is capped to about the last 30 days of history and looks ahead for about a year of future events
Usually takes well under a minute

If you turn on the External events toggle after connecting, you may see backfilled Google or Outlook events that were already reflected during that initial import. The toggle itself is only a display control; it does not start a new import job.

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:

SMVue Detects the Meeting — Appears in "Up Next Meetings" on your dashboard
Prep Reminder — Get notified when it's time to prepare
Click Prepare — SMVue pulls together a coaching brief from your team's data
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

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

Reconnect Your Calendar

If your connection expires:

Go to Settings > Integrations
Click Reconnect next to your calendar
Re-authorize SMVue
Sync resumes automatically

Disconnect Your Calendar

To disconnect:

Go to Settings > Integrations
Click Disconnect next to your calendar
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