Google Calendar

1. Overview

The Google Calendar plugin lets OCCS book callbacks and meetings straight onto an agent’s calendar. When a clerk receives or makes a call to a client, OCCS shows the clerk’s existing meetings and can create a new calendar event by triggering a result code.

Google Calendar is an external plugin (see Plugins) that must be imported and enabled before it can be configured.

2. Prerequisites

Before configuring Google Calendar, make sure that:

  • You are logged in as Super Admin.

  • The Calendar .zip file has been imported in the Plugins module and the Calendar plugin is enabled.

3. Steps to Add a Calendar Account

  1. Open Google Calendar settings.

    Go to Global Settings and select Google Calendar.

  2. Enter your credentials.

    Fill in the Client ID and Client Secret, then click SAVE CREDENTIALS.

    calendar 1

  3. Connect a new account.

    Click + CONNECT A NEW ACCOUNT.

    calendar 2

  4. Sign in with a Google account.

    Sign in using a Google account that is verified by occs.live.

    Google sign-in account chooser for occs.live

  5. Enable the account.

    Turn on the Active toggle for the connected account.

Only one Google Calendar account can be active at a time. Enabling the Active toggle for one account automatically means all other connected accounts are disabled.

4. Removing a Calendar Account

To remove a single connected account:

  1. Click the desired account row.

  2. Click the Remove action button (bin icon) at the bottom right.

Clicking Remove Google Calendar Integration removes all connected accounts, not just one — use this only when you want to disconnect Google Calendar entirely.

Remove Google Calendar Integration confirmation dialog